Rivian Warns Memory Chip Shortage May Delay R2 Ramp; Q2 Delivery Figures Awaited
RIVN•Rivian CEO Scaringe warned that memory chip shortages could constrain production ramp of the R2 model, risking delays to assembly timelines. Investors will scrutinize second-quarter delivery figures—projected to exceed 14,000 units—for signs of supply-chain disruptions and potential impact on revenue guidance.
1. CEO Flags Memory Chip Risk
Rivian CEO RJ Scaringe highlighted potential constraints on memory-chip supply that could limit assembly line uptime for the R2 model, noting delivery of critical semiconductors has slowed across suppliers, which may push back production targets.
2. Market Focus on Q2 Delivery Figures
With Rivian set to release second-quarter delivery numbers next week, investors and analysts are tracking whether supply-chain disruptions surface in the shipment totals, which consensus expects to top 14,000 vehicles.
3. Implications for Production Ramp and Guidance
Delays in R2 output could compress Rivian’s planned scale-up and affect its full-year revenue outlook, prompting analysts to reconsider 2026 unit guidance and potential cash-burn projections if production stalls.
