A global shortage of discrete electronics parts - capacitors, resistors, diodes, etc. - has been brewing for some time. It's now approaching a crisis point, where many companies are not going to be able to build their products. Of course whenever there is a parts shortage, large established tier 1 customers get priority with parts manufacturers. I would assume Tesla and many of their suppliers would be considered major customers... but with Model 3 production ramping up it's not hard to see where this could lead to parts supply problems. Component Shortages to Last ‘Longer Than Expected’ Global Resistor Shortage, Economics, and Consumer Behavior What might the impact of these shortages be on Tesla's production rate?