Ariya delayed

I'm not. I figure the Ariya was much more immediate. The Z is still a long ways off. Orders in Nov and probably not production until Jan/Feb. They have a lot of time to sort things out.

And I've been reading that the chip shortages impacting GM and Ford are subsiding.

No it was already scheduled for slightly earlier than the Z. From Jan/Feb next year. I know what you mean it was assumed to be released this summer.

We should be concerned that Taiwan semiconductor manufacturing is wobbling again with some 'rona outbreaks in fabs and an ongoing drought.

All vehicles are going to continue to be impacted