Just got an email that my Tesla Tequila order will be delivered today from San Diego. Hopefully all the CA deliveries will happen by the earnings call. Solvent voids filled. Bullish AF!
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Looks like worldwide semiconductor shortages are causing at least some temporary headwinds for Big Auto. I hope this doesn't impact Tesla as well.
U.S. Automakers Plead for Government Help in Growing Chip Crisis
From Bloomberg:
American automakers are asking the U.S. government to help solve a debilitating shortage of computer chips that is closing auto factoriesworldwide and could restrict production until the fall.
The American Automotive Policy Council -- a lobbying organization for General Motors Co., Ford Motor Co. and the U.S. operations of Fiat Chrysler Automobiles NV -- is agitating with the U.S. Commerce Department and the incoming administration of President-elect Joe Biden to press Asian semiconductor makers to reallocate output away from consumer electronics and build essential chips for cars.
Missing Chips Snarl Car Production at Factories Worldwide
Also from Bloomberg:
Chipmakers favor consumer-electronics customers because their orders are larger than those of automakers -- the annual smartphone market alone is more than 1 billion devices, compared with fewer than 100 million cars. Automaking is also a lower-margin business, leaving manufacturers unwilling to bid up chip prices as they avoid risking their profitability.
And while the newest cars require more chips, so do the latest consumer gadgets. Smartphones using so-called 5G connectivity require 40% more semiconductors than older 4G versions. Chip foundry Taiwan Semiconductor Manufacturing Co. reported record fourth-quarter revenue last week, with new 5G iPhones taking up a large chunk of capacity.
U.S. Automakers Plead for Government Help in Growing Chip Crisis
From Bloomberg:
American automakers are asking the U.S. government to help solve a debilitating shortage of computer chips that is closing auto factoriesworldwide and could restrict production until the fall.
The American Automotive Policy Council -- a lobbying organization for General Motors Co., Ford Motor Co. and the U.S. operations of Fiat Chrysler Automobiles NV -- is agitating with the U.S. Commerce Department and the incoming administration of President-elect Joe Biden to press Asian semiconductor makers to reallocate output away from consumer electronics and build essential chips for cars.
Missing Chips Snarl Car Production at Factories Worldwide
Also from Bloomberg:
Chipmakers favor consumer-electronics customers because their orders are larger than those of automakers -- the annual smartphone market alone is more than 1 billion devices, compared with fewer than 100 million cars. Automaking is also a lower-margin business, leaving manufacturers unwilling to bid up chip prices as they avoid risking their profitability.
And while the newest cars require more chips, so do the latest consumer gadgets. Smartphones using so-called 5G connectivity require 40% more semiconductors than older 4G versions. Chip foundry Taiwan Semiconductor Manufacturing Co. reported record fourth-quarter revenue last week, with new 5G iPhones taking up a large chunk of capacity.
Yes, it's highly speculative.
But I'm not suggesting that they'll circumvent regulatory approval. They'd have to pass all checks for the conversion. It's rather an optimization of time to production by starting the long lead construction earlier.
Maybe they don't even know what they need to apply for yet, depending on how in flux the dev line config is..
translation: Our MBAs have been working for decades to reduce inventory as much as possible. Now that this backfires, let's try to socialize the damage.
bkp_duke
Well-Known Member
Pretty sure Tesla has secured enough chip deliveries. It also helps that they don't use 1 ECU for 1 function, but have high integration.
If anything, I would bet this is another opportunity for Tesla to continue to pull ahead of the pack.
Hey! Stock Market's open! Looking pretty good.
Would be good if someone were to ask this in the earnings call next week... "How are Tesla dealing with the global chip shortage?" I would add it to SAY.com, but I am in the UK so cannot participate
Yeah - I thought I read somewhere that other automakers had ratcheted down their orders early in the pandemic in anticipation of reduced demand, and now that the production is allocated elsewhere they're screwed. Tesla was pedal to the metal the whole time, so perhaps this is a non-event for them.
Tes La Ferrari
Active Member
Microsoft invests in Cruise in new $2 billion round – TechCrunch
“While Microsoft’s capital is important, the partnership might provide equal and longer term value for Cruise, at least in the two companies’ views. Under the long-term strategic partnership, Cruise will leverage Azure, Microsoft’s cloud and edge computing platform, to commercialize its autonomous vehicle solutions at scale.”
“While Microsoft’s capital is important, the partnership might provide equal and longer term value for Cruise, at least in the two companies’ views. Under the long-term strategic partnership, Cruise will leverage Azure, Microsoft’s cloud and edge computing platform, to commercialize its autonomous vehicle solutions at scale.”
Last edited:
That's nothing. Toyota's contribution to autonomy: Toyota aims to give ADAS the skills of a professional driver | Autonomous Vehicle International
Teach a car to drift and it'll save your life when the need to drift a car to safety arises. Or something. Can anyone explain this drivel?
My Japanese is a little rough but I think it translates to "We have no clue how to accomplish autonomy so we are going to make our cars be able to turn away from a crash".
I read "Drift a car and you will drift till it crashes. Teach a car to drift and it'll drift for the rest of your life".
Reading only the title of the link, I’d think that Microsoft is interested in entering the autonomous driving scene. Reading the actual text, it’s clear that Microsoft is mainly interested in billing Azure resources to both Cruise and GM.
Just to add that 5G iphone chip is on 5nm which is far from what car makers are getting. The capacity for 22 and 14nm is fine, which is what car makers are getting. No one is putting cutting edge chips into their cars or else their OS wouldn't be so laggy.
A Taxi driver is a professional driver as is a hearse or ambulance driver.
And while Tesla almost certainly has enough silicon, If they were short they could go to 1 npu per computer as a stopgap measure. It would require putting in 2 npu computers into all cars who paid for FSD upfront, and swapping if someone upgraded. Of course this would be very costly and only done as a last resort.
Causalien
Prime 8 ball Oracle
Interesting. This makes Taiwan and TSMC's usa factory even more important. Who would've thought that chips ended up being the bottleneck in so many things.
gabeincal
Active Member
For folks who are looking for some income.
Take your margin that you don’t use and sell puts against it. If you get close to strike (I had 850s expiring this week with SP @ 842) you can roll them to next week and pocket a large amount of $. Rolled my 850s to next week’s 855 for a premium of $3.5k each. So far, selling covered calls and puts have brought in $33k in Jan. While HODLing as well of course.
Though it sounds like it - not advice.
Take your margin that you don’t use and sell puts against it. If you get close to strike (I had 850s expiring this week with SP @ 842) you can roll them to next week and pocket a large amount of $. Rolled my 850s to next week’s 855 for a premium of $3.5k each. So far, selling covered calls and puts have brought in $33k in Jan. While HODLing as well of course.
Though it sounds like it - not advice.
Last edited:
Electrek leaked a picture of structural 4680 battery
First look at Tesla's new structural battery pack - Electrek
First look at Tesla's new structural battery pack - Electrek
Similar threads
- Locked
- Locked
