Flat rock assembly plant down this week

[22GT]

Oh no. Is that scheduled shutdowns I'm assuming?

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[Twin Turbo]

The Feb/March shutdown is for scheduled maintenance apparently.

 

[gjbroder]

https://www.detroitnews.com/story/b...plant-down-week-due-chip-shortage/6563542001/

I have not been able to find any other source regarding this.... story is also very vague with details.

Does someone have any other info on this?

 

[theruleslawyer]

Man that is really going to suck for the late availability colors. Purple and green. They start 2/7

 

[cerbomark]

The shift from a just-in-time inventory approach toward a just-in-case system, means demand could be sustained as extra inventories are built up. Resilience and national security are also part of the equation. The chip-foundry side of the business is extremely concentrated: Taiwan’s TSMC accounts for 54% of total global chip production and 90% of the advanced chips, with South Korea’s Samsung producing the remaining 10% share. As the cliché goes, “semiconductors are the new oil.” There are obvious geopolitical risks associated with such a concentration in one region, to say nothing of natural-disaster risks. To mitigate these risks, many U.S. companies are planning to build their own foundries and/or buy more of their chips from foundries located outside of Asia—including in the United States.

Quoted from Schwab investment news about chip supply .

 

[Call_Me_Bruce]

The shift from a just-in-time inventory approach toward a just-in-case system, means demand could be sustained as extra inventories are built up. Resilience and national security are also part of the equation. The chip-foundry side of the business is extremely concentrated: Taiwan’s TSMC accounts for 54% of total global chip production and 90% of the advanced chips, with South Korea’s Samsung producing the remaining 10% share. As the cliché goes, “semiconductors are the new oil.” There are obvious geopolitical risks associated with such a concentration in one region, to say nothing of natural-disaster risks. To mitigate these risks, many U.S. companies are planning to build their own foundries and/or buy more of their chips from foundries located outside of Asia—including in the United States.

Quoted from Schwab investment news about chip supply .

This is a smart move, but it will be at least a year or two before these foundries come online. The current national leadership needs to review their history books on how FDR got American industry spun up to support the war effort. That needs to be duplicated quickly.

 

[Call_Me_Bruce]

Man that is really going to suck for the late availability colors. Purple and green. They start 2/7

Yep, I ordered the Eruption Green on 11/15. I have not gotten my production date as of yet. Looking more and more like March at the earliest.

 

[Whitest Russian]

The shift from a just-in-time inventory approach toward a just-in-case system, means demand could be sustained as extra inventories are built up. Resilience and national security are also part of the equation. The chip-foundry side of the business is extremely concentrated: Taiwan’s TSMC accounts for 54% of total global chip production and 90% of the advanced chips, with South Korea’s Samsung producing the remaining 10% share. As the cliché goes, “semiconductors are the new oil.” There are obvious geopolitical risks associated with such a concentration in one region, to say nothing of natural-disaster risks. To mitigate these risks, many U.S. companies are planning to build their own foundries and/or buy more of their chips from foundries located outside of Asia—including in the United States.

Quoted from Schwab investment news about chip supply.

I'd be willing to bet that US companies fuck it up since they never understand JIT manufacturing and fucked that up.

The main driving force of a lean system is to reduce waste and some corporate slapdicks browsed over a PowerPoint and saw that inventory is a source of waste so they all decided to cut inventory so basically nothing not realizing that

1. Japan is a very small landmass compared to the United States so Toyota is able to get inventory from any corner of Japan relatively quickly (at least prior to car manufacturing being as global as it is now).
2. There are different kinds of inventories. Having a million bolts or plastic clips on hand that can be made 1000s of different companies is a source of waste. But having a 6month backup of super specialized silicone that can be made by only 2 or 3 companies and whose manufacturing time needs to be scheduled a year in advanced is not waste.

 

[murick]

Taiwan’s TSMC accounts for 54% of total global chip production and 90% of the advanced chips, with South Korea’s Samsung producing the remaining 10% share.

TSMC does the advanced chips (on advanced process). The automotive segment is supplied by the companies like Samsung, NXP, ST, TI, Renesas ...

 

[Whitest Russian]

This is a smart move, but it will be at least a year or two before these foundries come online. The current national leadership needs to review their history books on how FDR got American industry spun up to support the war effort. That needs to be duplicated quickly.

Shame a certain party is holding that bill hostage and the other party is too spineless to do anything about it.

 

[OutWest]

The Feb/March shutdown is for scheduled maintenance apparently.

Thanks. Kind of strange that it list the other Ford products as 2022 but the Mustang continues to be 2021. I guess 2022 Mustangs don’t exist at all

 

[Bikeman315]

Thanks. Kind of strange that it list the other Ford products as 2022 but the Mustang continues to be 2021. I guess 2022 Mustangs don’t exist at all

I'm sure this is just a typo. Just like the configurator says the Mustang has a moonroof.

 

[Bikeman315]

The Feb/March shutdown is for scheduled maintenance apparently.

Man that is really going to suck for the late availability colors. Purple and green. They start 2/7

So if this is actually a scheduled closing it shouldn't impact any existing orders. Their system is already taking the closing into account.

 

[theruleslawyer]

So if this is actually a scheduled closing it shouldn't impact any existing orders. Their system is already taking the closing into account.

Well it means a lot of those orders get pushed back 3 weeks and then the HP cars are scheduled start of march right? A lot of the HP cars have a better priority code from being reorders, etc. That could easily mean a couple month delay depending on how long the HP orders take to catch up. I assumed they'd have plenty of time to crank out non HP cars before production started up again. If your car is already scheduled the closing might just push you back the 3 weeks.

 

[22GT]

Thanks. Kind of strange that it list the other Ford products as 2022 but the Mustang continues to be 2021. I guess 2022 Mustangs don’t exist at all

I found a few videos on YouTube of 2022mustangs. They are out there on dealer lots already.

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