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Ford released an update about how the global semiconductor shortage has affected their production. In it they say that it's forced them to build F-150s without certain parts.

Ford will hold these vehicles then eventually send them to dealers once they can install the extra parts.
  • The global semiconductor shortage – combined with parts shortages created by the central U.S. winter storm in February – is prompting Ford to build F-150 trucks and Edge SUVs in North America without certain parts, including some electronic modules that contain scarce semiconductors. Ford will build and hold the vehicles for a number of weeks, then ship the vehicles to dealers once the modules are available and comprehensive quality checks are complete
 
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