In 2021, an unusual shortage of chips disrupted the global car supply chain.

Industry insiders are talking about it, from Wall Street analysts to automakers to car suppliers and even car dealers.

The emergency of automotive chips has also led to a number of well-known manufacturers being forced to stop production or reduce production due to insufficient supply of chips. Research firm IHS Markit has said the shortage of automotive semiconductor chips could affect global production of 1 million light vehicles in the first quarter, up from an earlier forecast of 672000.

IHS pointed out that the chip shortage is due to the resonance of supply chain disruptions and sharp fluctuations in demand associated with the outbreak. Car sales have plummeted and carmakers have slashed orders, leading chipmakers to reallocate capacity to areas of strong demand, such as smartphones and 5G infrastructure, and shortages are expected to continue into the third quarter.

However, at a time when many car companies are under pressure for lack of core, Tesla, Inc. CEO Musk (Elon Musk) said Tesla, Inc. may be in better shape than his competitors.

Musk said on the social platform on Thursday:

Thanks to Tesla, Inc. supplier for providing us with key parts!

In response, Gary Black, a former executive of Goldman Sachs Group, said in an interview with the media that "this information is very important" and replied:

Judging from the timing of Musk's tweet, chip supply problems may not affect the company's Q1 performance. Stay optimistic. It may also mean that Tesla, Inc. has solved the issues affecting the production and delivery of the new Model Splash X.

It is understood that Gary Black has spoken for Tesla, Inc. many times, with more than 71000 fans listening to his views on the electric car industry on his social media account.

Gary Black believes that Tesla, Inc. 's share price could reach $960 in the next 6-12 months, and its catalysts include:

1) Q1 performance, restart production and delivery of Shammer X in April; 2) launch of self-driving Beta V9 in May; 3) approval of Q3 Biden electric car stimulus plan; 4) Q3 Berlin plant opened, European Model Y delivery; 5) Q4 Austin plant opened, electric pickup truck Cybertruck delivery; 6) launch L4/L5 self-driving at the end of the year.

In addition, Morgan Stanley analyst Adam jonas is also optimistic about Tesla, Inc. 's prospects. He believes that the $174 billion electric vehicle stimulus package proposed by US President Joe Biden includes $100 billion in subsidies to consumers. and investing $15 billion in 500000 charging stations "in some cases" will expand Tesla, Inc. 's advantage over traditional automakers and new players in the industry.

Adam said investors in the auto industry could suffer losses if they did not own Tesla, Inc. 's shares, giving Tesla, Inc. an "overweight" rating and a target price of $880.