Chip Shortage? The Fog Lifts -- April 29, 2021

A huge thank you for fact-checking this for me. A huge thanks. Best note all day. 

Chip shortage: not all automobile manufacturers are "treated" equally. Ford was particularly hard hit because it relied on "one" supplier, and that supplier suffered a major facility fire sometime in the last twelve months. Or something along that line. Not fact-checked. Later: from a reader, see first comment. Link here.

Japanese automotive chipmaker Renesas has said the blaze at its factory in Japan earlier this month may be worse than expected, with 17 fabrication machines affected rather than the 11 originally indicated.

The news is another blow for the semiconductor outfit, which is still recovering from the March 19 fire that shut down its Naka facility’s N3 Building, which produces 300mm wafer sizes at the campus, about 100km northeast of Tokyo.