Don't believe a word Jim Farley says. This is evidence he is gas lighting shareholders.
From August, China is to restrict exports of gallium and germanium, two critical elements for making semiconductor chips. With China dominating the supply of both elements, exporters will now need special license to get them out of the country. The move has the potential to harm a range of western tech manufacturers that use these elements to make their products.
Entire article here.
https://www.homelandsecuritynewswire.com/dr20230709-china-s-gallium-and-germanium-controls-what-they-mean-and-what-could-happen-next