Hope that Tesla, NIO, Xpeng and Li Auto could build up the chips inventory soon to avoid production disruptions. If you follow the chips shortage news, this is real as chip makers in Taiwan plant due to shortage of water, Texas plant power due to failure in winter storm and Japanese plant due to fire. 

While another indirect shortage due to trade war between US and China, most companies had double up the stock level since 2018 in China like Huawei while a chip plant will take at least 2 years to build and commission for production. furthermore, all chips are making uniquely for their desired functions. 

We will only see the chips supply chain improve in 2 years times. So, who have the chips to produce their products are king for now!

Nevertheless, in 2 years times, the chips will be over supplied as US led by Biden Administrations to request Quanccom, Samsung and TSMC to build new chips plants in the USA, and China also licensed more new chips plant to be built. So, who will be the winner at the end?