u/mustique_52

Memory supply seems to be a real concern. Wondering if this will force Rivian to soften their outlook and margins for the remainder of the year/into 2027?

“Scaringe says he's excited by the consumer demand, but is worried about things he can't control.
"I think the biggest risk for R2 is actually on the supply side, and there's a lot of unknowns here," he said.
"The whole semiconductor space is gonna be quite constrained. So, by far my biggest worry about ramping R2 isn't demand. It's, you know, can we get enough parts to build cars?" he said. "We're quite nervous about global supply."

Interesting article the WSJ posted today. Kind of a negative headline that writes about the higher-than-expected lease pricing for the R2, but demand/sentiment still sounds good in my opinion. What do you think?
https://www.wsj.com/business/autos/rivian-r2-price-leasing-6261c8c8?mod=hp_lead_pos9