rivermobster
Club Banned
- Joined
- Dec 28, 2009
- Messages
- 56,104
- Reaction score
- 53,052
he’s gonna handle this like he handles a 12 yr old girl
Fuck that guy. For reals this time...
he’s gonna handle this like he handles a 12 yr old girl
Look at SE Asia. Outbreaks in Thailand, Vietnam and especially Malaysia are worse than ever. Our factory in Malaysia shutdown two weeks ago. Now struggling to get back to 50% because all the other workers are either in quarantine, scared to come back, or not allowed to travel from rural areas to the factories to work. Its the nightmare all over again but worse. Worse than the start of Covid in March 2020. Can't help but beleive China is next.
I’m thinking my 2021 F350 is going to be a rare collectible in the future.
That's about what I was quoted for a 2021 3500 mega cab limited today and a 2022 from a different dealer91k, I can have you into a 2021 lifted 250 lariat by the weekend, comes with chip 3700 miles on it.
Takes a few years to ramp up capacity. Go back to December '20 and count from there. I'm in the industry and we're dying, no real relief in sight unless we see a huge reduction in demand for fab capacity......
Take it for what’s it’s worth but our IT guy does something IT related for Costco. I’d stock up on toilet paper again because they’ve already limited amounts. I know it sounds stupid and my wife called me an idiot when I told her but I’m an idiot with plenty of toilet paperI'm just going to tell you that I went to Jamba Juice this morning and the only size cup they had was a small. You had to order a small and nothing else. It tooks them 20 minutes to make my small smoothie. The sign said it was a nationwide shortage of cups. You can draw your own conclusions to what this means but in general terms the whole fucking economy is just broken. The employees are a bunch of stupid zombies and I don't see any of this getting better soon.
Take it for what’s it’s worth but our IT guy does something IT related for Costco. I’d stock up on toilet paper again because they’ve already limited amounts. I know it sounds stupid and my wife called me an idiot when I told her but I’m an idiot with plenty of toilet paper
Lol no shutdowns and no supply cause the shortages. Nice try though. I must have missed the statements about the chips that caused this shortage^^^ And this is how panics are created. Statements like these cause the rush and shortages.
Actually the TP shortage was due to a over run of panic. The supply chain accounts for predicted use of consumers and when people panic and hoard the companies are unable to keep up. The chip issue is more complex than that, it was not a panic situation that caused shortages. One of the main reasons for the auto chip problems was the car industry paused their orders thinking cars would not sell and they lost their place in line. The personal computer items ramped up because of demand of people in lockdown and so the chip makers filled the gap where the auto makers left. Now the auto makers went to the back of the line for chips.Lol no shutdowns and no supply cause the shortages. Nice try though. I must have missed the statements about the chips that caused this shortage
Ok like I said there’s a supply shortage of shit paper and my comment didn’t cause it. Someone with monkeybutt might want to plan aheadActually the TP shortage was due to a over run of panic. The supply chain accounts for predicted use of consumers and when people panic and hoard the companies are unable to keep up. The chip issue is more complex than that, it was not a panic situation that caused shortages. One of the main reasons for the auto chip problems was the car industry paused their orders thinking cars would not sell and they lost their place in line. The personal computer items ramped up because of demand of people in lockdown and so the chip makers filled the gap where the auto makers left. Now the auto makers went to the back of the line for chips.
Take it for what’s it’s worth but our IT guy does something IT related for Costco. I’d stock up on toilet paper again because they’ve already limited amounts. I know it sounds stupid and my wife called me an idiot when I told her but I’m an idiot with plenty of toilet paper
^^^ And this is how panics are created. Statements like these cause the rush and shortages.
Well I was at Samsclub Thursday and they had pallets of TPVic isn't joking, our costco has been out for almost 2 weeks, people are starting to freak out again. SMH
Take it for what’s it’s worth but our IT guy does something IT related for Costco. I’d stock up on toilet paper again because they’ve already limited amounts. I know it sounds stupid and my wife called me an idiot when I told her but I’m an idiot with plenty of toilet paper
Look at SE Asia. Outbreaks in Thailand, Vietnam and especially Malaysia are worse than ever. Our factory in Malaysia shutdown two weeks ago. Now struggling to get back to 50% because all the other workers are either in quarantine, scared to come back, or not allowed to travel from rural areas to the factories to work. Its the nightmare all over again but worse. Worse than the start of Covid in March 2020. Can't help but beleive China is next.
use them to harvest chips for other trucksOops....
Freight Train Carrying Ford F-150 Pickups Derails in Missouri
Adding to the automaker's production woes, the trucks are reportedly totaled.
Freight Train Carrying Ford F-150 Pickups Derails in Missouri
Adding to the automaker's production woes, the trucks are reportedly totaled.www.thedrive.com
We have not had outbreak issues in our manufacturing in S. Korea or Thailand.
When it became legal on March 1, we purchased vaccines for the Thailand plant and their families and ran a vaccine program. That has certainly helped as Thailand is not as organized as S. Korea with their testing and mitigation efforts.
The big problem is shipping. Exports have been rising faster over the last five years than has growth in shipping tonnage. Then you tag on Covid which impacted container manufacturing and the ability to load and unload due to a shortage of drivers and loaders.
Container premium pricing, meaning it has to go today, is up over 20,000 a container from Asia to Ca. Used to be about 1700. And then once it is here, limited drivers to move it to where it needs to go in the US.
The demand for goods and services in the world simply exceeds the worlds ability to supply goods and services. Worldwide demand already exceeds pre-COVID levels with continuing Covid problems. Not sure how it gets better any time soon?
On the positive side, tons of work for anyone who wants to work.
Anyone find it weird that this chip shortage is basically only impacting the truck market.In regards to chips. Is it not worth the time savings to load a 747 and fly them back in 24 hrs? Vs waiting weeks on a freighter.
Sent from my iPhone using Tapatalk
Anyone find it weird that this chip shortage is basically only impacting the truck market.
Anyone find it weird that this chip shortage is basically only impacting the truck market.
It has impacted the Heavy Truck Market 10x's the Auto market.Anyone find it weird that this chip shortage is basically only impacting the truck market.
Someone told me it hasn’t affected Toyota because their algorithm predicted it. I don’t own or follow Toyota but wondering if this is true?
Aren’t these chips made by robots? It’s not like there are people creating these chips by hand. This whole “shortage” is fishy.
Alsp tooling up a chip foundry is very very costly with all the robotic equipment and clean rooms neededThese chip fab foundries only have a certain capacity. It is just like anything else. Bullets, wood, whatever, you name it. They can only make what they can make. It is not scalable without additional investment.
All of these industries are not going to make the investment in new infrastructure to get burned in another 18 months, 2 years, 5 years, when demand drops.
The chip foundries are different in that demand is only going to go up. They were just barely keeping up before covid. Add that hiccup, people thought the economy was gonna tank and cancelled orders.. they go to the back of the line.
These chip fab foundries only have a certain capacity. It is just like anything else. Bullets, wood, whatever, you name it. They can only make what they can make. It is not scalable without additional investment.
All of these industries are not going to make the investment in new infrastructure to get burned in another 18 months, 2 years, 5 years, when demand drops.
The chip foundries are different in that demand is only going to go up. They were just barely keeping up before covid. Add that hiccup, people thought the economy was gonna tank and cancelled orders.. they go to the back of the line.
Yep. And it is not that green of a process. I had Qualcomm as a customer several years ago and learned a lot about all this. I never thought the knowledge would be useful again lol.Als
Alsp tooling up a chip foundry is very very costly with all the robotic equipment and clean rooms needed
but the hiccup was maybe 3-4 months before things started rallying again. Idk... seems like there is more to the “shortage” than we’re being told.
it’s already coming to light that lumber and steel markets purposely exacerbated their “shortage” in order to raise pricing significantly.
just strange considering the process of making these chips is 95% automated... not too many humans involved in the process. Also one of the cheapest smallest components.
Auto manufacturers decided they couldn’t make that many cars during covid so they canceled orders. The manufacturers moved on to other chips and now car companies want there place back in line and are out of luck. As I heard it.but the hiccup was maybe 3-4 months before things started rallying again. Idk... seems like there is more to the “shortage” than we’re being told.
it’s already coming to light that lumber and steel markets purposely exacerbated their “shortage” in order to raise pricing significantly.
just strange considering the process of making these chips is 95% automated... not too many humans involved in the process. Also one of the cheapest smallest components.
Auto manufacturers decided they couldn’t make that many cars during covid so they canceled orders. The manufacturers moved on to other chips and now car companies want there place back in line and are out of luck. As I heard it.
He didn't say he was looking to buy a Chevy, so he won't have to worry about pushing a truck.Don't worry about it. It just saves you from having to push a new truck.
Sent from my SM-G973U using Tapatalk
I heard Ram has a heated tailgate for 2022 so your hands don’t get coldHe didn't say he was looking to buy a Chevy, so he won't have to worry about pushing a truck.
I posted on Aug 15th when the local ford dealer got 4 f-150's. They got 2 the next day . This is farm and truck country, so they need their trucks. As of yesterday there where still 5 of them on the lot.
Is that a sign that demand is going down or people not willing to pay the higher price? I don't know, but was surprised to see them still there.