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Friday 12 May 2023
Silicon Island Chronicles series interview: MIH Consortium CEO highlights semiconductor and electronics advantages for building EV ecosystem in Taiwan
Electronics and semiconductors are Taiwan's two 'diamond' industries with complete ecosystems and strong tech resources, and their close combination is being highlighted in the trends...
Tuesday 9 May 2023
Tesla breaks ground lithium refinery that can supply 1 million EVs by 2025
Tesla took a step forward to solidify its battery supplies. The EV maker broke ground on a lithium refinery project in Texas on May 8. The facilities will primarily process lithium...
Tuesday 9 May 2023
Price-cutting spree among Chinese carmakers dimming order visibility for components suppliers
The China car market remains caught in fierce price competition following Tesla in January slashing prices on its cars sold there, but the overall sales momentum is cooling down on...
Monday 8 May 2023
Tesla reportedly starts making EVs with BYD's batteries in Germany
Tesla and BYD have reportedly moved their relationship to a new stage. According to Germany-based Teslamag, Tesla started manufacturing Model Ys with batteries from BYD at...
Friday 5 May 2023
IGBT, SiC, GaN see heating competition in terminal applications
Power semiconductor devices such as SiC MOSFETs, IGBT, and GaN are experiencing increasingly fierce competition in EV, charging pile, energy storage, and renewable energy applications,...
Thursday 4 May 2023
Tesla applies for permit to establish lithium lab
Tesla, which adopts a vertical integration model to ensure a resilient and high-quality component supply, is looking to build a lithium lab for its lithium refining business.
Wednesday 3 May 2023
SiC devices to see rising penetration in energy storage applications
Despite Tesla planning to sharply cut the use of SiC (silicon carbide) components in its future cars, SiC penetration in energy storage, renewable energy and charging pile applications...
Wednesday 3 May 2023
Tesla eyes closer ties with China supply chain with new Shanghai factory
Tesla, with its new factory for energy storage products in Shanghai, is eyeing closer ties with local industry supply chains in China, according to sources at Chinese power component...
Friday 28 April 2023
South Korea will offer "active support" if Tesla builds gigafactory there
South Korean president Yoon Suk Yeol met with Elon Musk on April 26, asking the Tesla CEO to build a gigafactory in the country. Yoon said South Korea will provide support for location...
Wednesday 26 April 2023
What's behind the scenes of Tesla's big SiC cut ?
Rumors concerning the real reasons behind Tesla's decision to announce a 75% cut in SiC use for its future EVs have recently emerged, with some sources saying it has a lot to do with...
Wednesday 26 April 2023
To prevent Tesla price war pain in 2Q23, Chinese automakers said to make moves in chips
Recently, rumors came out of the supply chain markets in China and Taiwan that in response to the price wars initiated by battery EV (BEV) leader Tesla in the first quarter of 2023,...
Tuesday 25 April 2023
Automotive chip vendors to cut orders for semiconductor parts in 2Q23
Some Taiwan-based IC design houses and other chip vendors in Japan and the US may cut their orders for semiconductor parts by 10-20% in the second quarter on top of weak demand in...
Tuesday 25 April 2023
Foundries experience order cuts from automotive IC design houses
China- and Taiwan-based foundries have experienced cutbacks in automotive IC orders from not only their domestic fabless chipmakers but also customers in the US and Japan during the...
Tuesday 25 April 2023
Tesla raises capex for 2023, ushers in EV production and price war
Tesla plans to scale up its capital expenditure in 2023 to ramp up production and product launch following its CEO Elon Musk's stated intention to continue the EV price war, pitting...
Thursday 20 April 2023
Tier-1 automotive suppliers see recent EV price cuts as a localized concern
Tesla cut prices for electric vehicles sold in China, Japan, and South Korea earlier this year, and has recently initiated price cuts in additional markets including Germany, France,...