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      10-30-2021, 08:19 AM   #123
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Ford, GM and BMW are talking in unison about problems into 2022 for semiconductors. Some news releases are talking about problems "maybe" into 2023.

It's a safe bet that normalcy in full across the industry won't return to the new vehicle production world until 2024 at the earliest.

There will be winners (possibly BMW and Ford) and there will be losers (likely MBAG and others), related to semiconductor crisis handling.
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