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Tesla M3 production shutting down due to chip shortage
- Thread starter Dilly
- Start date
ACarneiro
Active Member
Not the paintwork for sure. Plenty of chips there 
MrBadger
Badger out
I heard something similar a while back - iirc affecting other manufacturers. I wonder if it is the same thing?
Glan gluaisne
Active Member
Jason71
Well-Known Member
isn't this specifically a Texas winter storm issue due to the power outages at their Texas plant? that shut down on the 14th Fremont allegedly a few days later.
That's the problem with JiT manufacturing
Glan gluaisne
Active Member
It seems to be a widespread global shortage of chips: The World Is Short of Computer Chips. Here’s Why
Don't think it's related to either JiT or the recent bad weather in parts of the US, as it seems to be hitting many other manufacturing areas as well.
Tesla chips came from Texas Instruments plant in Texas, which was out due to the cold weather.
More broadly, Chinese built chip stockpiles ahead of US trade restrictions kicking in which led to a drawdown in everyone else’s inventory/queue position at the foundry. Now demand has picked up everyone scrambling. Quite common in the chip cycle to get squeezes but does seem far more pronounced than in the past.
Usually it’s resolved by prices, but seems new consoles, increased use in autos etc. have created a bit of a perfect storm. And don’t forget those graphics cards repurposed for crypto mining. Not sure it’s something governments throwing their weight around can solve. They’ve just underinvested in capacity for this generation of chips.
Maybe consumer demand will taper when Covid restrictions ease and that will help things balance. Also worth remembering that car production overall is still down massively, 40% from pre-Covid levels in Germany and UK, that’s 3mn car per year there alone.
More broadly, Chinese built chip stockpiles ahead of US trade restrictions kicking in which led to a drawdown in everyone else’s inventory/queue position at the foundry. Now demand has picked up everyone scrambling. Quite common in the chip cycle to get squeezes but does seem far more pronounced than in the past.
Usually it’s resolved by prices, but seems new consoles, increased use in autos etc. have created a bit of a perfect storm. And don’t forget those graphics cards repurposed for crypto mining. Not sure it’s something governments throwing their weight around can solve. They’ve just underinvested in capacity for this generation of chips.
Maybe consumer demand will taper when Covid restrictions ease and that will help things balance. Also worth remembering that car production overall is still down massively, 40% from pre-Covid levels in Germany and UK, that’s 3mn car per year there alone.
Drew57
Active ember
There's a lovely circular irony in this with him having bought into Bitcoin, which is indirectly part of the reason there's a chip shortage.
Model 3 production only stopped for 2 days according to Elon.
https://twitter.com/WholeMarsBlog/status/1365054085590704130?s=20
https://twitter.com/elonmusk/status/1365053102794153987
https://twitter.com/WholeMarsBlog/status/1365054085590704130?s=20
https://twitter.com/elonmusk/status/1365053102794153987
Jason71
Well-Known Member
I agree there is a widespread shortage of chips but there were reports that this particular issue was related to the Samsung Austin Texas factory shutting down due to the weather. and if Tesla were holding stock they would have been able to weather" it ( see what I did there) without a shutdown so if this is the case then the Just in Time nature of car production would also be a factor.
...nobody has mentioned Brexit or Covid. Makes a nice change
I get confused with these shutdown messages, somebody says they're shut for 2 weeks with staff not being paid for 4 days, some say 2 days. The MSX production line is producing then its not ready yet but soon will be. None of it really matters in the UK as we're the back of the queue for MSX, M3s are coming from China and there are no M3Ps due for a few months wherever they end up making them. You do get the feeling though that this quarters production and sales figures globally aren't going to be setting any records.
The chip shortage is bugging me, time to get a new graphics card and they're impossible to find due to the bitcoin miners. Nothing a 30% drop in the bitcoin price wouldn't fix, maybe Musk could solve the problem if it is that by slating the currency (obviously after selling at a profit)
I get confused with these shutdown messages, somebody says they're shut for 2 weeks with staff not being paid for 4 days, some say 2 days. The MSX production line is producing then its not ready yet but soon will be. None of it really matters in the UK as we're the back of the queue for MSX, M3s are coming from China and there are no M3Ps due for a few months wherever they end up making them. You do get the feeling though that this quarters production and sales figures globally aren't going to be setting any records.
The chip shortage is bugging me, time to get a new graphics card and they're impossible to find due to the bitcoin miners. Nothing a 30% drop in the bitcoin price wouldn't fix, maybe Musk could solve the problem if it is that by slating the currency (obviously after selling at a profit)
Agree, can't even get a second hand card for love nor (even slightly reasonable) money. Just tried to hook up a new 49" monitor to my old but very serviceable graphics card to find that although all my crummy little power sipping laptops can manage it, my main PC won't output at the 5k native resolution. So now I'm working from a manually defined 4100x1440 res, with black bars at either end
. Finding a card that is noticeably faster, available and costs less than £1000 is apparently a niche that doesn't exist .On the tesla side, I have seen some posts suggesting that they are taking the forced shutdown opportunity to tune the factory a bit, which will be nice for those receiving in the next couple of quarters.
