Guys this is simple problem solving situation for management in business principles, they have too many employees for not enough product being made. That means they are running too hot and they need to trim down and cool off. Yes, they have massive backlogs and lots of work to technically do, but they don’t have the needed materials to crank up production so they are paying too many ppl to not do enough work at probably a loss to them. We have also been in rough seas and are heading into some worsening unstable times which would contribute to wanting to tighten your company down for the storm. Just like Musk is also talking about laying off a bunch of folks at Tesla to trim the company. Companies will need to slim up to survive.
Unlike the government which is just a gluttonous monstrosity spending and destroying everything it touches with no repercussions or accountability, ford has to actually keep a boat afloat. Really if I was Ford I’d try to sort out the backlog first and stop taking new orders until you get caught up.