The big bet is that Apple will find a way to grow opportunities exponentially in the automotive market by bringing all kinds of add-on commercial, communication, entertainment, and other activities into the box.
The art of growing a startup business lies in “finding a path” that’s timely, practical and scalable. Many sensor startups bet their future on automotive. Prophesee, based in Paris, was one such early gambler.
Batteries are “by far the most expensive part of BEVs,” automotive industry analyst Egil Juliussen noted. “Supply chains are tricky.”
Is Tesla merely a Level-2 ADAS vehicle or a Level-4 highly automated car?
Most consumers find the technical distinctions arcane. But for California DMV regulators, this is the pivotal issue.
Why is TSMC pursuing its geographical expansion plan now? Is this decision driven by politics or commerce? How big is the political element?
Rising economic nationalism is causing fissures in the global semiconductor supply chain. The rifts are threatening the IC market at a time of rapid growth, when it most needs to retain the collaborative and unified structure that has driven its expansion over several decades.
Look in the mirror, semiconductor executives. The culprit behind the nightmarish shortages and supply insecurities jeopardizing the market expansion is staring right back at you. Do not blame China, Japan, the E.U., or the United States.
Does a premier U.S. engineering school like Georgia Tech need a TSMC chip fab in Arizona? Absolutely. Not for strengthening the physical supply chain but for creating an “intellectual supply chain,” says Arijit Raychowdhury, a Georgia Tech EE professor.
Leaders of some of the world’s largest economies want TSMC to diversify its production locations. The only problem: They all think the Taiwanese semiconductor foundry should open shop in their own countries.
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