um. nobody is stock piling computer chips. that is not a thing.
what is a thing, is new manufacturing of chips in new facilities in the US, but it will literally take years and months to catch back up
Ummm ... RITVT ... perhaps stick to things you know about. Thanks kirkSD for the knowledge.Our company and every electronics manufacturer that we deal with are absolutely stockpiling computer chips, it's the only way to ensure product keeps shipping out the door. With things as wacky as they are right now, lean inventories and JIT manufacturing is out the door, we've had to completely change our paradigm. We are buying parts out 2 years for risky components, we would never think of doing that before. Grey market brokers are also stock-piling and making a killing right now. Grey market pricing right now is 10x-15x markup for in-demand parts. The cost to build our products is climbing by the month. I'm not at all surprised at what Rivian attempted to do here, as they watch their profit margins evaporate.
So, you think think Rivian is one of those special auto companies sitting on a stockpile of computer chips?Ummm ... RITVT ... perhaps stick to things you know about. Thanks kirkSD for the knowledge.
Will RJ. E sleeping on the production floor in a Walmart sleeping bag during Production Hell? I seem to remember someone else who did that while saying designing is easy, but production is Hard. Really hard.Hopefully, we get a whole new level of candidness next week ... not just on what they've done but a candid projection of future production. That's certainly not a given as the New York Times reported that neither Rivian nor Amazon would answer their question about whether any vans were delivered to Amazon in the 4th quarter.
I think the honeymoon period is officially over and I doubt that the financial press will be in the mood to give Rivian any slack. For example, how can Rivan blame supply chain issues on computer chips when they've made so few vehicles? Why haven't chips been stock-piled now for months and months, given what they saw happen to other automakers that actually DO produce vehicles in mass?
If we don't get some needed clarity ... Rivian needs a clear change at management at the very top level.
According to youSo, you think think Rivian is one of those special auto companies sitting on a stockpile of computer chips?
Are companies attempting to stockpile parts, components, chips, etc. and making pre-buys? Sure. That is not what I am debating. If Rivian was sitting atop a stock pile of chips, I highly doubt we would see R.J. Scaringe saying something like this to analysts, investors and customers, but I should stick to what I know.
They just hired a Nissan exec to head up their production. Hopefully, he is the right person for the job. That the last guy left and Rivian didn't reveal that he was leaving at the time of the IPO (reportedly) doesn't pass the sniff test.Will RJ. E sleeping on the production floor in a Walmart sleeping bag during Production Hell? I seem to remember someone else who did that while saying designing is easy, but production is Hard. Really hard.