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Maxwell Benz
Doug DeMuro
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Comments by "Maxwell Benz" (@Tential1) on "Are We in a Car Price Bubble?" video.
The chip shortage can't be resolved for a long time. Chip facilities don't have extra capacity. They typically run their plant 24/7. This is pretty common knowledge, and my neighbor works the night shift at one of these places. When you spend 10-15B on a facility, you run it as hard as you can to get your investment back. So demand built up over a full year, while supply is behind a full year. It's gonna be very hard to catch up.
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