Class 8 truck manufacturers are trying to avoid a repeat of canceled and retimed orders in 2021 by slowing Class 8 order intake to a trickle and matching builds to the visibility they have into availability of semiconductors and other hard-to-get parts in an ongoing supply chain crisis.
Underlying demand vastly outpaces the number of preliminary orders tracked in March by ACT Research and FTR Transportation Intelligence, the two firms that get real-time order data from major manufacturers. ACT...