The San Luis Potosí plant has been down since July 19th due to the semiconductor chip shortage and was originally scheduled to resume production on Monday, August 2nd. GM then announced this week that production at the plant had been pushed back to August 23rd.
Now, however, GM has once again pushed back the production restart date at San Luis Potosí, with the production line at the plant set to remain idle until September 6th. The constant shuffling of the production restart date is likely due to the fluid nature of the global chip shortage, which changes day-to-day.
GM is currently prioritizing its full-size truck and SUV models amid the chip shortage, which have much stronger profit margins than small crossovers like the Chevy Equinox and GMC Terrain. This strategy has allowed GM to keep its full-size truck and SUV plants open throughout the chip shortage and protect its bottom line.
The GM Fairfax Assembly plant, which produces both the Chevy Malibu and Cadillac XT4 crossover, has so far taken the brunt of the effects of the chip shortage. The plant produces two relatively low-volume vehicles and has thus remained offline since February of this year. Production of the Cadillac XT4 at the plant is set to restart on September 20th, although GM has yet to provide an estimated restart date for the Malibu.
Intel, which is the largest manufacturer of semiconductor chips in the U.S., expects the shortage to persist until 2022 and has said it will “take a couple of years,” to be completely resolved. As a result, temporary plant shutdowns such as these may continue at GM throughout 2021 and into next year.