[Link] Chips, Cars & Computers

John Naughton’s contrasts the implications of Lean/JIT in two industries, cars & computers:

… both had found themselves caught in a perfect storm that one had weathered and the other hadn’t. This storm bought three forces simultaneously to bear on an unprepared world: the fragility of a global supply chain on which both industries critically depended, the exigencies of US-China geopolitics and a pandemic that, more or less overnight, transformed the way large parts of the industrialised world worked.