- Joined
- Feb 21, 2020
- Threads
- 112
- Messages
- 7,301
- Reaction score
- 25,622
- Location
- North Texas
- Vehicle(s)
- SUV
- Your Bronco Model
- Undecided
You will not bore us tech geeks in the room. I can understand if the automotive manufactures cut back on orders during the pandemic, some of that has already been reported while some automotive manufactures did not cut back and they are fine.I see guys don't want to talk about this topic, but it's real. I have to present in a meeting next week at work about the overall economic impact of this silicone shortage in everything from laptops to cars. This was a short turn around and is a red flag meeting for my industry.
What my folks have been researching now for a couple of weeks is exactly why? There are several theories, which is all boring and speculative, but the prediction is the impact may last for a few months due to backlog.
Can't get this current economic situation over fast enough!
One key is the foundries, like TSMC (Taiwan Semiconductor), if their incoming orders were cut they needed to find work to keep the line moving, billions of $$$ of CapEx equipment cannot sit idle.
Now depending on the contracts the automotive manufactures have with them, or a go between like Arrow Electronics, what contract language did they have to protect them from unforeseen events, most likely not much.
Sponsored