There is a likelihood for Tesla to see its gross margin fall below 20% sooner or later, according to sources in Taiwan's electric vehicle (EV) supply chain.
As Tesla continues to cut prices for its products worldwide, the world's largest BEV brand signaled that the price war would not end soon as the company can withstand more price cuts...
Tesla CEO Elon Musk has been eyeing the development of L4 to L5 high-end self-driving vehicles with the goal of rolling out driverless taxicabs (Robotaxi), while BYD chairman Wang...
Despite a slight correction in orders for automotive and industrial control applications, customers including IDMs are likely to restart their scramble for more supply of leadframes...
Shortages of automotive ICs have been significantly reduced since 2023, with variations in demand now serving as the primary driver, according to sources in the car industry supply...
Tesla has announced a plan to build a Megafactory in Shanghai to produce its energy storage battery products, Megapacks. The project is expected to facilitate the formation of a local...
Chinese automakers are looking to enhance their product differentiation in the face of Tesla's cut-throat pricing competition, according to industry sources.
Tesla's disclosure of intention to reduce use of SiC in its electric vehicles (EV) by 75% has sent shock waves across the supply chain, with many companies assessing all possible...
The US Treasury Department released the Critical Minerals and Battery Components Requirements last week, specifying rules about sourcing battery materials locally. Several automotive...
The semiconductor shortages in the automotive industry have been persistent for three years now. In fact, the supply of microcontrollers (MCUs), microprocessors (MPUs), and insulated...
Tesla is pursuing a battery project on its home turf that may involve China-based battery giant CATL, according to Bloomberg. The news came on the eve of the US Treasury...
The outlook for third-generation semiconductor demand remains positive, according to GlobalWafers chairperson Doris Hsu, who was speaking in the wake of Tesla's intention to slash...
The shortages of automotive chips have been improving since the fourth quarter of 2022, while Tesla's plan to significantly cut its SiC consumption is unlikely to undermine the SiC...
The global shortage of industrial and automotive IGBTs is being exacerbated as Tesla is likely to use more insulated IGBTs in its future EVs under its 75% SiC cut plan. This paves...
Power semiconductor devices remain in high demand as automotive IC shortages have generally been mitigated. According to DIGITIMES Research analyst David Ma, insulated-gate bipolar...
