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.
Debates over the safety of autonomous vehicles boil down to one simple question: Is a machine driver safer than a human being?
Intel Corp. and GlobalFoundries do not belong together. If there is any truth to the recent Wall Street Journal report that Intel is considering purchasing the contract chipmaker, the board of directors should snuff the life out of that bizarre idea.
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