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Rivian and Lucid Supply Chain and Production Challenges Continue

Supply Chain Matters

While progress was indicated against key business performance metrics, investors prompted a reported 25 percent decline in the company’s stock value. A management presentation indicated that liquidity is sufficient to carry the company into 2025. Net loss was reported as $2.8 billion in 2023 compared with a $2.6

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Top 5 Supply Chain Disruptions to Semiconductors 2023

Resilinc

In July, TSMC had to postpone the plant opening in Arizona until 2025 due to labor shortages. This is part of a larger dilemma across the industry—is it better to build new fabs or renovate aging fabs ? Both are costly and time-consuming endeavors. Labor shortages are also causing factory disruptions.

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100+ Supply Chain Crisis Statistics: Raw Materials, Covid-19, Labor Shortages, and More

ToolsGroup

The auto industry makes up less than 9% of chip demand by revenue, and that figure is expected to increase by 10% per year until 2025. Within a week of Russian troops crossing into Ukraine, the benchmark for thermal coal prices reached a record high of $446 per metric ton. IDC via IEEE Spectrum). Wall Street Journal ). Deloitte ).