Daniel Mahnken<p>‘Zero leading-edge production in the US.’<br><a href="https://okt.to/L3pNxX" rel="nofollow noopener" target="_blank"><span class="invisible">https://</span><span class="">okt.to/L3pNxX</span><span class="invisible"></span></a><br><a href="https://mastodon.world/tags/chipshortages" class="mention hashtag" rel="nofollow noopener" target="_blank">#<span>chipshortages</span></a> <a href="https://mastodon.world/tags/Chips" class="mention hashtag" rel="nofollow noopener" target="_blank">#<span>Chips</span></a> <a href="https://mastodon.world/tags/technology" class="mention hashtag" rel="nofollow noopener" target="_blank">#<span>technology</span></a></p>
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#chipshortages
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Kristoffer Lawson<p>* <a href="https://attractive.space/tags/Tesla" class="mention hashtag" rel="nofollow noopener" target="_blank">#<span>Tesla</span></a> is still the company best placed to benefit from shift to <a href="https://attractive.space/tags/EVs" class="mention hashtag" rel="nofollow noopener" target="_blank">#<span>EVs</span></a>. They are able to produce when others are struggling. However the <a href="https://attractive.space/tags/Cybertruck" class="mention hashtag" rel="nofollow noopener" target="_blank">#<span>Cybertruck</span></a> may get pushed back again and <a href="https://attractive.space/tags/Elon" class="mention hashtag" rel="nofollow noopener" target="_blank">#<span>Elon</span></a>'s <a href="https://attractive.space/tags/Twitter" class="mention hashtag" rel="nofollow noopener" target="_blank">#<span>Twitter</span></a> adventure will have knock-on effects. There will be increasing calls for him to go, and he may be pushed out. While <a href="https://attractive.space/tags/ChipShortages" class="mention hashtag" rel="nofollow noopener" target="_blank">#<span>ChipShortages</span></a> will start to be better, <a href="https://attractive.space/tags/EV" class="mention hashtag" rel="nofollow noopener" target="_blank">#<span>EV</span></a> prices will remain high, supply limited until next year. <a href="https://attractive.space/tags/VAG" class="mention hashtag" rel="nofollow noopener" target="_blank">#<span>VAG</span></a> and <a href="https://attractive.space/tags/Korea" class="mention hashtag" rel="nofollow noopener" target="_blank">#<span>Korea</span></a> also benefit. <a href="https://attractive.space/tags/Japan" class="mention hashtag" rel="nofollow noopener" target="_blank">#<span>Japan</span></a> car industry will suffer longer term.</p><p>6/6</p>
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