semiconductor shortage
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Equipment
Off pattern: September Class 8 truck orders align to supply shortage
Class 8 truck orders skipped a beat in September as supply shortages delayed the typical order season with fewer new trucks booked.
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Infographics
Daily Infographic: ACT Research cuts Class 8 truck forecast based on supply constraints
"There are significant inventories of already produced vehicles where essential parts are lacking."
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Equipment
‘A major forecast haircut in a period of ripping demand’
Demand usually drives heavy-duty truck production forecasts, but the delta variant and a constrained supply chain are wrecking projections.
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Equipment
Trailer connectivity tech advances as supply shortages crimp production
Trailer makers have connectivity advancements in the pipeline as they navigate supply shortages hampering production.
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News
Auto industry short on more than just chips — Transmission
Grace Sharkey and Sebastian Blanco talk about continued shortages hitting the auto industry on this episode of Transmission.
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Equipment
Peak used truck prices persist as Class 8 production lags
Higher prices for used trucks are expected to last into 2022 and when they fall, it will be from a lofty place.
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Technology
Surging container rates, semiconductor shortage only blips on radar for Arrival, ELMS
Rising container rates and the semiconductor shortage could hurt electric vehicle startups Arrival and ELMS, but not enough to dampen the outlook, according to the…
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News
Holding pattern: July Class 8 truck orders hide underlying demand
The last time demand was this high for new Class 8 trucks, fleets placed record orders. Not this time because manufacturing capacity is limited.
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News
Sold out: PACCAR done taking 2021 orders amid swelling demand
Peterbilt, Kenworth and DAF Trucks are sold out globally for 2021 as the global semiconductor shortage leaves 6,500 trucks awaiting parts.
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News
Electric vehicle maker Tesla reports first quarterly billion-dollar profit
Pollution credit sales are less of a factor as vehicle profitability at Tesla shifts to overdrive in Q2.
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