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Posted: 9/3/2021 11:47:37 AM EDT
[#1]
"Chip shortage" is bullshit. They failed to plan ahead and put their orders in because they panicked at the beginning of the pandemic.
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Posted: 9/3/2021 11:49:14 AM EDT
[#2]
Filed under;
No Shit Sherlock. 
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Posted: 9/3/2021 11:50:42 AM EDT
[#3]
Quote HistoryQuoted: "Chip shortage" is bullshit. They failed to plan ahead and put their orders in because they panicked at the beginning of the pandemic. |
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Posted: 9/3/2021 11:53:01 AM EDT
[#4]
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Posted: 9/3/2021 11:53:57 AM EDT
[#5]
Quote HistoryQuoted: This seems like a failure of both globalism and the "just in time" inventory stuff, due to COVID layoffs, combined with shortages due to planned failures Quote HistoryQuoted: Quoted: "Chip shortage" is bullshit. They failed to plan ahead and put their orders in because they panicked at the beginning of the pandemic. |
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Posted: 9/3/2021 11:56:47 AM EDT
[#6]
Quote HistoryQuoted: This seems like a failure of both globalism and the "just in time" inventory stuff, due to COVID layoffs, combined with shortages due to planning failures Quote HistoryQuoted: Quoted: "Chip shortage" is bullshit. They failed to plan ahead and put their orders in because they panicked at the beginning of the pandemic. It's a failure of all eggs in one basket. Nearly every major semiconductor company not named Intel has gone, "Why should we own and operate these expensive-ass fabs. Let's just design our chips and then have them manufactured in Taiwan and China! It will make our quarterly reports show more profits!" Now have every major semiconductor company start piling on orders all from the same fabs at Taiwan Semi, demanding way more chips than they can possibly produce even running at 100% capacity. You get a clusterfuck of epic proportions. Dipshit finance faggots have been criticizing Intel for not going fabless for years. Now because they didn't they're the only ones able to actually produce stable fucking supply. |
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Posted: 9/3/2021 11:56:59 AM EDT
[#7]
Welcome to 2009 OP. Obama started it. Trump tried to stop it and was USURPTED and Biden the puppet is continuing the plan from 2009.
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Posted: 9/3/2021 11:57:29 AM EDT
[#8]
Quote HistoryQuoted: "Chip shortage" is bullshit. They failed to plan ahead and put their orders in because they panicked at the beginning of the pandemic. "Food shortage" is bull shit. Farmers failed to plan ahead and plant enough crops because they panicked at the beginning of the pandemic. Sounds fucking stupid right? It doesn't necessarily matter what the reason is there is still a shortage that will have ripples across the marketplace and economy. |
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Posted: 9/3/2021 11:58:01 AM EDT
[#9]
We are living in interesting times, that’s for sure
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Posted: 9/3/2021 11:59:38 AM EDT
[#10]
Quote HistoryQuoted: "Chip shortage" is bullshit. They failed to plan ahead and put their orders in because they panicked at the beginning of the pandemic. No dude, it's real and it's impacting pretty much everything. |
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Posted: 9/3/2021 12:00:30 PM EDT
[#11]
FYI: the actual JIT manufacturing pioneered and refined by Toyota does not mean “never keep anything in inventory.” It uses historical data to keep enough parts on hand to smooth over supply disruptions.
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Posted: 9/3/2021 12:00:39 PM EDT
[#12]
The chip issue is a very large cog, in an even bigger wheel. Covid shutdowns. Hell go back to 1st bombing of the world trade center.
Our enemies have played the long game for God knows how long. It is snowballing. Between the chips and covid things are really being tested. Good luck to everybody. |
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Posted: 9/3/2021 12:07:18 PM EDT
[#13]
Quoted: GM temporarily shuts down North American factories because of chip shortage ‘The situation remains complex and very fluid’ https://www.theverge.com/2021/9/2/22654357/gm-factory-shutdown-chip-shortage-truck-suv?fbclid=IwAR0eQYI_LvSxxfV0Pgp17Gr8Rzb146yGeywczNOUeMDsAnKs_MhpzahIGgw Ford’s U.S. sales decline 33% in August as chip shortage devastates auto industry https://www.cnbc.com/2021/09/02/fords-us-sales-fall-33percent-as-chip-shortage-devastates-auto-industry.html Biden approves export of scarce microchips used in auto manufacturing to Chinese tech firm Huawei https://www.ar15.com/forums/topic.html?b=1&f=5&t=2482749&tl=Biden-approves-export-of-scarce-microchips-used-in-auto-manufacturing-to-Chinese-tech-firm-Huawei More to come, I’m sure. Fuck’em!  Maybe we should’ve kept our domestic chip capacity intact? |
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Posted: 9/3/2021 12:07:35 PM EDT
[#14]
Quote HistoryQuoted: "Chip shortage" is bullshit. They failed to plan ahead and put their orders in because they panicked at the beginning of the pandemic. I agree the chip story is BS. Thats just a cover for they became reliant on china for a great many parts and now they are paying the price. I am not sure if china is constraining supplies on purpose or not, but the govt needs to get on that yesterday......and that aint going to happen. Europe is moving forward with implementing their version of the New Green Deal or some such BS. Its going to be bad on their economies, it specifically details how they want to destroy the economy and rebuild it in their utopian view. They are very open about this. |
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Posted: 9/3/2021 12:08:16 PM EDT
[#15]
Duh.
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Posted: 9/3/2021 12:08:32 PM EDT
[#16]
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Posted: 9/3/2021 12:10:14 PM EDT
[#17]
We never had this problem when the chips were made in Silicon Valley!
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Posted: 9/3/2021 12:11:21 PM EDT
[#18]
Quote HistoryQuoted: The chip issue is a very large cog, in an even bigger wheel. Covid shutdowns. Hell go back to 1st bombing of the world trade center. Our enemies have played the long game for God knows how long. It is snowballing. Between the chips and covid things are really being tested. Good luck to everybody. It's really not covid shutdowns, it's dramatic overconcentration of supply because everyone wants to look sexy for the Wall Street analysts four times a year by not having expensive fabs with expensive R&D costs and thousands of extra employees on their books. Imagine this hypothetical: what would happen if every automaker stopped actually manufacturing cars and had the bright idea to just close all their factories and design cars, then buy space on GM production plants. GM gets exceedingly good at churning out vehicles for Chrysler, Toyota, Nissan, Benz, whoever else. They also get exceedingly efficient, running at around 90-95% capacity at all times. Now imagine there's some world event that causes demand for cars to surge to 140% of what it was the previous year when they're already running at 95% capacity. They bump up to 100% and a shitload of orders start sitting around unfulfilled. The more orders are unfulfilled, the more pent-up demand grows, and the more unfillable orders begin being tacked onto the backlog. Meanwhile the luddites at Ford insisted on keeping their own factories and have gotten their stock price punished relentlessly by Wall Street banks for not shutting down their factories and just designing cars for GM to manufacture like everybody else does. Except with the way current events are going over at GM, suddenly Ford are the only ones able to meet the demand for Ford vehicles while everyone else has thousands of empty car lots. You can buy any car you want any time you want, as long as it's a Ford. Everybody else has endless raffles and waiting lists and people are paying 170% of MSRP to get their hands on a new vehicle from another brand. Basically what's happening in the semiconductor industry right now. |
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Posted: 9/3/2021 12:11:22 PM EDT
[#19]
Quote HistoryPeople like to say that while at the same time ignoring the basic fact their lives will also be greatly affected very soon. |
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Posted: 9/3/2021 12:14:33 PM EDT
[#20]
Quote HistoryQuoted: Fuck’em! Maybe we should’ve kept our domestic chip capacity intact? Call up Goldman Sachs, JP Morgan-Chase, UBS, Merrill Lynch/Bank of America, etc. who railed relentlessly on our domestic manufacturers to improve profits and go fabless and send production overseas until almost all of them did. |
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Posted: 9/3/2021 12:16:57 PM EDT
[#21]
Quote HistoryQuoted: This seems like a failure of both globalism and the "just in time" inventory stuff, due to COVID layoffs, combined with shortages due to planning failures Ding ding ding!!!!! Just In Time is shit, caused by idiotic tax laws. Sure, it seems good in theory. I guess. But it falls apart as soon as you introduce something as basic as wind or snow. One of my previous jobs, we couldn’t finish our product one time and therefore shipped nothing for the entirety of my shift because the truck bringing our springs was delayed due to a snow storm. Yep, some genius didn’t bother to think that it might SNOW in CANADA (where the spring supplier was, I guess no one in the US makes springs) in DECEMBER. I also saw Honda’s plants in OH shut down due to high wind blowing over trucks on the highway. Thousands of people (Marysville Auto Plant, East Liberty Plant, and the transmission plant), getting paid a good wage to be idle because there were no parts in the plant. |
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Posted: 9/3/2021 12:18:52 PM EDT
[#22]
Simple.
Trump = America First biden* - What's America and where the fuck is my 10%? |
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Posted: 9/3/2021 12:20:31 PM EDT
[#23]
Quote HistoryQuoted: "Chip shortage" is bullshit. They failed to plan ahead and put their orders in because they panicked at the beginning of the pandemic. If only it were that simple It's way beyond semiconductors and microchips now Automobile brands are having a problem getting advanced high strength steel to even build cars None of them could have done anything to prevent this |
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Posted: 9/3/2021 12:29:56 PM EDT
[#24]
Hmmm, seems to be that domestic production capacity is a good thing.
Methinks if you were a US chip manufacturer, steel maker, bullet maker, etc you could make a killing. Maybe offshoring everything to save a little money was a bad plan. |
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Posted: 9/3/2021 12:32:02 PM EDT
[#25]
Quote HistoryQuoted: It's a failure of all eggs in one basket. Nearly every major semiconductor company not named Intel has gone, "Why should we own and operate these expensive-ass fabs. Let's just design our chips and then have them manufactured in Taiwan and China! It will make our quarterly reports show more profits!" Now have every major semiconductor company start piling on orders all from the same fabs at Taiwan Semi, demanding way more chips than they can possibly produce even running at 100% capacity. You get a clusterfuck of epic proportions. Dipshit finance faggots have been criticizing Intel for not going fabless for years. Now because they didn't they're the only ones able to actually produce stable fucking supply. LOL Intel’s fabs are shit, and are struggling, especially with advanced technologies. TSMC is fabbing some stuff for Intel right now, IIRC. |
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Posted: 9/3/2021 12:32:25 PM EDT
[#26]
It started with the creation of the Federal Reserve. It's just going down faster now. Noticeable to more people.
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Posted: 9/3/2021 12:43:46 PM EDT
[#27]
Quote HistoryQuoted: Welcome to 2009 OP. Obama started it. Trump tried to stop it and was USURPTED and Biden the puppet is continuing the plan from 2009. lol Were you asleep during the 90’s with the passage of NAFTA? We’re now at the point where they are simply disconnecting the patient from life support. The end of the petrodollar is also currently in the works. |
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Posted: 9/3/2021 12:45:32 PM EDT
[#28]
Quote HistoryQuoted: It started with the creation of the Federal Reserve. It's just going down faster now. Noticeable to more people. ….and the Trilateral Commission! |
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Posted: 9/3/2021 12:46:23 PM EDT
[#29]
Local Chevy dealership looks nearly abandoned. A handful of used cars on the lot and some of it is junk that would have gone straight to the auto auctions before. Now they're polishing those turds and putting them on the front row just to have some inventory. Ford dealer across the street is doing a little better at maintaining inventory. A few new trucks and cars on the lot but still mostly used vehicles in inventory. Dealer I bought my truck from in 18 keeps hounding me to sell it back to them. Their last offer was $3k over what I paid for it new.
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Posted: 9/3/2021 12:47:36 PM EDT
[#30]
Personally I'd consider GMs not being made to be a feature, not a bug.
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Posted: 9/3/2021 12:54:51 PM EDT
[#31]
Obviously.
They need to break capitalism, reform it into crony-captil-communism driven by a handful of huge powerful conglomerates who answer to the Feds, and then they can finish off the middle class. They're steering society back to the binary serf/peasant - noble/ruler model. What the Magna Carta started in creating the yeoman class is being reversed. |
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Posted: 9/3/2021 12:55:32 PM EDT
[#32]
Quote HistoryQuoted: LOL Intel’s fabs are shit, and are struggling, especially with advanced technologies. TSMC is fabbing some stuff for Intel right now, IIRC. Quote HistoryQuoted: Quoted: It's a failure of all eggs in one basket. Nearly every major semiconductor company not named Intel has gone, "Why should we own and operate these expensive-ass fabs. Let's just design our chips and then have them manufactured in Taiwan and China! It will make our quarterly reports show more profits!" Now have every major semiconductor company start piling on orders all from the same fabs at Taiwan Semi, demanding way more chips than they can possibly produce even running at 100% capacity. You get a clusterfuck of epic proportions. Dipshit finance faggots have been criticizing Intel for not going fabless for years. Now because they didn't they're the only ones able to actually produce stable fucking supply. LOL Intel’s fabs are shit, and are struggling, especially with advanced technologies. TSMC is fabbing some stuff for Intel right now, IIRC. Not really, Intel's problem is idiot Krzanich-era management who have since been largely ousted now tried to do nearly seven times the number of changes and improvements on the shrink to 10nm that they normally would, and decided to assume everything would be totally fine and that trying to do too much at once totally wouldn't derail the entire thing if anything at all went wrong. They're about past that point now, but not without taking a three year speedbump and shooting themselves in the foot to the degree that the board took a hatchet to upper management. TSMC will be making Intel chips on the 3nm node though... Intel just bought most of TSM's 3nm capacity for Xeon production as well as their new GPUs, which means the current chip squeeze is about to get dramatically worse as AMD, NVIDIA, Apple, etc. orders aren't exactly going to go away or lessen. |
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Posted: 9/3/2021 12:55:38 PM EDT
[#33]
Quote HistoryQuoted: Simple. Trump = America First biden* - What's America and where the fuck is my 10%? Americans are addicted to cheap Chi-Com products. We support it. |
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Posted: 9/3/2021 1:05:09 PM EDT
[#34]
Quote HistoryQuoted: ….and the Trilateral Commission! Social circles of powerful people dindu nuffin. Office politics is a conspiracy. |
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Posted: 9/3/2021 1:12:40 PM EDT
[#35]
Quote HistoryQuoted: I agree the chip story is BS. Thats just a cover for they became reliant on china for a great many parts and now they are paying the price. I am not sure if china is constraining supplies on purpose or not, but the govt needs to get on that yesterday......and that aint going to happen. Europe is moving forward with implementing their version of the New Green Deal or some such BS. Its going to be bad on their economies, it specifically details how they want to destroy the economy and rebuild it in their utopian view. They are very open about this. Quote HistoryQuoted: Quoted: "Chip shortage" is bullshit. They failed to plan ahead and put their orders in because they panicked at the beginning of the pandemic. I agree the chip story is BS. Thats just a cover for they became reliant on china for a great many parts and now they are paying the price. I am not sure if china is constraining supplies on purpose or not, but the govt needs to get on that yesterday......and that aint going to happen. Europe is moving forward with implementing their version of the New Green Deal or some such BS. Its going to be bad on their economies, it specifically details how they want to destroy the economy and rebuild it in their utopian view. They are very open about this. There some evidence they are and they're making bank in the process. It's time to go back to a manufacturing policy that favors national security over CEO bonus. Of course our government would prefer to keep sending money to China. When this ride stops it's going to damned interesting. |
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Posted: 9/3/2021 1:16:33 PM EDT
[#36]
Quote HistoryQuoted: People like to say that while at the same time ignoring the basic fact their lives will also be greatly affected very soon. I don't disagree. But your new is not breaking, nor is it braking. Unless of course someone is completely oblivious as to what is, and has been, happening for some time...... |
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Posted: 9/3/2021 1:19:49 PM EDT
[#37]
It’s only going to get worse. Sadly.
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Posted: 9/3/2021 1:21:58 PM EDT
[#38]
Quote HistoryQuoted: It's really not covid shutdowns, it's dramatic overconcentration of supply because everyone wants to look sexy for the Wall Street analysts four times a year by not having expensive fabs with expensive R&D costs and thousands of extra employees on their books. Imagine this hypothetical: what would happen if every automaker stopped actually manufacturing cars and had the bright idea to just close all their factories and design cars, then buy space on GM production plants. GM gets exceedingly good at churning out vehicles for Chrysler, Toyota, Nissan, Benz, whoever else. They also get exceedingly efficient, running at around 90-95% capacity at all times. Now imagine there's some world event that causes demand for cars to surge to 140% of what it was the previous year when they're already running at 95% capacity. They bump up to 100% and a shitload of orders start sitting around unfulfilled. The more orders are unfulfilled, the more pent-up demand grows, and the more unfillable orders begin being tacked onto the backlog. Meanwhile the luddites at Ford insisted on keeping their own factories and have gotten their stock price punished relentlessly by Wall Street banks for not shutting down their factories and just designing cars for GM to manufacture like everybody else does. Except with the way current events are going over at GM, suddenly Ford are the only ones able to meet the demand for Ford vehicles while everyone else has thousands of empty car lots. You can buy any car you want any time you want, as long as it's a Ford. Everybody else has endless raffles and waiting lists and people are paying 170% of MSRP to get their hands on a new vehicle from another brand. Basically what's happening in the semiconductor industry right now. Quote HistoryQuoted: Quoted: The chip issue is a very large cog, in an even bigger wheel. Covid shutdowns. Hell go back to 1st bombing of the world trade center. Our enemies have played the long game for God knows how long. It is snowballing. Between the chips and covid things are really being tested. Good luck to everybody. It's really not covid shutdowns, it's dramatic overconcentration of supply because everyone wants to look sexy for the Wall Street analysts four times a year by not having expensive fabs with expensive R&D costs and thousands of extra employees on their books. Imagine this hypothetical: what would happen if every automaker stopped actually manufacturing cars and had the bright idea to just close all their factories and design cars, then buy space on GM production plants. GM gets exceedingly good at churning out vehicles for Chrysler, Toyota, Nissan, Benz, whoever else. They also get exceedingly efficient, running at around 90-95% capacity at all times. Now imagine there's some world event that causes demand for cars to surge to 140% of what it was the previous year when they're already running at 95% capacity. They bump up to 100% and a shitload of orders start sitting around unfulfilled. The more orders are unfulfilled, the more pent-up demand grows, and the more unfillable orders begin being tacked onto the backlog. Meanwhile the luddites at Ford insisted on keeping their own factories and have gotten their stock price punished relentlessly by Wall Street banks for not shutting down their factories and just designing cars for GM to manufacture like everybody else does. Except with the way current events are going over at GM, suddenly Ford are the only ones able to meet the demand for Ford vehicles while everyone else has thousands of empty car lots. You can buy any car you want any time you want, as long as it's a Ford. Everybody else has endless raffles and waiting lists and people are paying 170% of MSRP to get their hands on a new vehicle from another brand. Basically what's happening in the semiconductor industry right now. ETA: Money machine go brrrrrrrrrrrr......... |
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Posted: 9/3/2021 1:22:35 PM EDT
[#39]
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Posted: 9/3/2021 1:22:55 PM EDT
[#40]
Quote HistoryQuoted: There some evidence they are and they're making bank in the process. It's time to go back to a manufacturing policy that favors national security over CEO bonus. Of course our government would prefer to keep sending money to China. When this ride stops it's going to damned interesting. Quote HistoryQuoted: Quoted: Quoted: "Chip shortage" is bullshit. They failed to plan ahead and put their orders in because they panicked at the beginning of the pandemic. I agree the chip story is BS. Thats just a cover for they became reliant on china for a great many parts and now they are paying the price. I am not sure if china is constraining supplies on purpose or not, but the govt needs to get on that yesterday......and that aint going to happen. Europe is moving forward with implementing their version of the New Green Deal or some such BS. Its going to be bad on their economies, it specifically details how they want to destroy the economy and rebuild it in their utopian view. They are very open about this. There some evidence they are and they're making bank in the process. It's time to go back to a manufacturing policy that favors national security over CEO bonus. Of course our government would prefer to keep sending money to China. When this ride stops it's going to damned interesting. The elephant in the room...  |
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Posted: 9/3/2021 1:24:41 PM EDT
[#41]
Quote HistoryQuoted: I don't disagree. But your new is not breaking, nor is it braking. Unless of course someone is completely oblivious as to what is, and has been, happening for some time...... Quote HistoryQuoted: Quoted: People like to say that while at the same time ignoring the basic fact their lives will also be greatly affected very soon. I don't disagree. But your new is not breaking, nor is it braking. Unless of course someone is completely oblivious as to what is, and has been, happening for some time...... At this point, I’m more concerned with what’s going to happen instead of what has already happened. |
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Posted: 9/3/2021 1:27:23 PM EDT
[#42]
It's not just microchips...
American manufacturing seems to be on the ropes: Furniture stores are reporting huge backlogs on orders, with expected delivery dates pushed further and further out. Music stores are reporting some shortages and inability to get items and instruments (CF Martin has already committed all of 2022 production and half of 2023... so if you order a Martin guitar, they will begin building it in the second half of 2023). |
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Posted: 9/3/2021 1:30:56 PM EDT
[#43]
Quote HistoryQuoted: This seems like a failure of both globalism and the "just in time" inventory stuff, due to COVID layoffs, combined with shortages due to planning failures Every loggie knows that "just in time", sometimes isn't. |
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Posted: 9/3/2021 1:31:47 PM EDT
[#44]
Quote HistoryQuoted: It's not just microchips... American manufacturing seems to be on the ropes: Furniture stores are reporting huge backlogs on orders, with expected delivery dates pushed further and further out. Music stores are reporting some shortages and inability to get items and instruments (CF Martin has already committed all of 2022 production and half of 2023... so if you order a Martin guitar, they will begin building it in the second half of 2023). Very true. I.E., more to come. |
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Posted: 9/3/2021 1:33:24 PM EDT
[#45]
Quote HistoryQuoted: "Chip shortage" is bullshit. They failed to plan ahead and put their orders in because they panicked at the beginning of the pandemic. What do you think the logical outcome of off shoring our manufacturing base would be? |
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Posted: 9/3/2021 1:34:25 PM EDT
[#46]
It ain't just American economy, the chicoms are fuckin over everyone.
https://www.reuters.com/business/autos-transportation/vw-says-might-have-cut-production-further-due-chip-shortage-2021-08-19/ BERLIN, Aug 19 (Reuters) - Volkswagen (VOWG_p.DE) may need to cut production further due to a semiconductor supply crunch, the German carmaker said on Thursday, after a report that Toyota (7203.T)would slash output by 40% in September. The auto industry is facing renewed strains after a recovery in demand stretched supply chains earlier this year, with COVID-19 outbreaks in Asia hitting both chip production and operations at commercial ports. "We currently expect supply of chips in the third quarter to be very volatile and tight," Volkswagen, the No.2 volume carmaker behind Toyota, said in answer to a request for comment by Reuters. "We can't rule out further changes to production." The Wolfsburg-based carmaker said it expects the situation to improve by the end of the year and aims to make up for production shortfalls in the second half as far as possible. Rival Toyota (7203.T) will reduce global production for September by 40% from its previous plan, the Nikkei business daily reported earlier, sending its shares 4.4% lower in Tokyo. read more |
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Posted: 9/3/2021 1:35:40 PM EDT
[#47]
Quote HistoryQuoted: "Chip shortage" is bullshit. They failed to plan ahead and put their orders in because they panicked at the beginning of the pandemic. Current day it's a dumb one. |
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Posted: 9/3/2021 1:37:24 PM EDT
[#48]
Quote HistoryQuoted: "Chip shortage" is bullshit. They failed to plan ahead and put their orders in because they panicked at the beginning of the pandemic. Toyota didn’t. They wrote the fucking book on supply chains. They lasted a little longer, but are now in the same boat as everyone else. There is most certainly a chip shortage and it isn’t going to end until the Covid propaganda stops. |
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Posted: 9/3/2021 1:40:31 PM EDT
[#49]
A few years ago i started to notice that the fruit at the grocery store was getting shittier and shittier. Nectarines looked good but were rotten on the inside. Peaches were dry and their pits were shards. Apples were chalky. Oranges were dried out. I realized that the good fruit was being sent to China and the US was getting all the 2nds.
I told people that we were getting screwed. The US used to get the best of everything. Meats were next. The quality dropped and price went up. I said that they want a global economy and a global economy means equal standards of living. Our is plummeting while everyone else’s improves slightly. This is the same thing as saying take bill gates wealth and evenly distribute it. It doesn’t make everyone rich. It barely does anything when spread so thin. So my life doesn’t change but bill gates is now bankrupt. That’s what they’re doing! Stealing our wealth and giving it to others. In the end we’ll collapse and they will all still be poor |
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Posted: 9/3/2021 1:44:01 PM EDT
[#50]
Vertically intragrated manufacturing... how does it work?
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