I think they probably are. But I still think Ford itself is only going along with the mainstream idea of EV adoption. In their opinion if everyone else is suffering then its fine. But I think they decided to make changes to the semi-conductor issue purely because Tesla has been showing how bad they look in comparison.
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Well yes the EV push might be monkey see, monkey do. However, the supply chain issues are far bigger than just their push into EVs. And that I can guarantee is changing rapidly, even above the semis.
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