Quote:
Originally Posted by Tallest
Quote:
Originally Posted by chris719
If I knew I'd be on Rennlist and FerrariChat .
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Im on rennilst, I still dont know.
I guess the obvious thing is to find out who builds equipment for these foundries and what commodities (if anything strange) goes into this on the manufacturing side.
As I gather the existing guys cant produce more than they can anyway, and they will be investing into extra capacities but someone builds all this equipment. But sounds complicated.
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All these processes are highly automated. There are ton of videos on YouTube that shows glances of these production lines and you can see many robots and equipment being used. Maybe we should start there…
P.S. someone said this is the most boring thread in a car forum ever! I respectfully disagree! We started with news of BMW component shortage and production delays, then analyzed the root cause, then learned about automotive electronics supply chain and semiconductor industry and now are discussing investment options
if this is boring to you I don't know what to say! The sky is truly the limit…