Danke, solange ich hier investiert bin, werde ich sicherlich...

Danke, solange ich hier investiert bin, werde ich sicherlich noch weiter recherchieren und posten.

Looks like the IC circuit shortage is limiting car production for the next months. It is unclear how much of the EV production will be affected. OEMs will prioritize production of high margin cars as well as EVs where needed to comply with emission rules. Lower margin ICE cars will be most affected imho.

"Although IC OEMs sped up production expansion to meet increased demand, when you consider IC delivery time, the shortage is expected to last 6-9 months before it improves. So we expect the pressure to continue throughout H1. (Great Wall Sec via StarMarket)"

"The IC shortage mainly hit mid-/high-end #auto as 8-bit MCU - ESP, ECO - mainly used in mid-/high-end scarce.Demand-supply mismatch caused shortage, but can be controlled as the MCU tech not difficult & price motivates suppliers to resume. Shortage to last 1-2 Qs.(Merchant Sec)"

this statement is bit contradictory

"SAIC-VW suspended part of low-end model production due to IC shortage, but this is in alignment with company's 2021 strategy to move toward high-end products, #China media citing inside source close to the OEM."