➀ Hyundai plans to enter the Chinese EV market with a new electric vehicle featuring generative AI technology in collaboration with Haomo; ➁ The vehicle will have Level 2 to 2.5 autonomous driving capabilities; ➂ Hyundai's move into the Chinese EV market is significant, especially with the integration of generative AI.
Recent #Autonomous Driving news in the semiconductor industry
1. Alphabet's diverse assets, including Google Search and Cloud, YouTube, Waymo, and Willow, position it as a unique growth-oriented Big Tech giant. 2. Waymo's autonomous driving technology is showing significant safety improvements over human drivers, with a potential valuation approaching $1 trillion over the next 5-7 years. 3. The revolutionary Willow quantum chip could make Alphabet one of the most important high-end semiconductor patent owners on the planet. 4. Shares may be a bargain pick in the Big Tech sector on Wall Street, based on fundamental financial ratio analysis.
➀ Infineon Technologies introduces the RASIC CTRX8191F, a 28nm radar MMIC for advanced autonomous vehicles; ➁ The device offers precise detection of road users and vehicles up to 380 meters away; ➂ It meets high-performance standards with eight transmitters and receivers.
➀ The Karlsruhe University of Applied Sciences (HKA) is supporting Mercedes-Benz in the development of autonomous driving with a focus on the enhancement of complex camera technologies in neuromorphic computing. ➁ The collaboration aims to advance intelligent mobility technologies, including neuromorphic computing, which mimics the human brain for more energy-efficient and faster AI calculations. ➃ Event cameras, a key component of neuromorphic computing, are being developed to provide real-time visual information to autonomous systems, significantly reducing reaction time compared to current camera systems.
➀ Denso partners with Quadric to develop a neural processing unit (NPU) for automotive applications; ➁ Denso will acquire the IP core license for Quadric's Chimera GPNPU and co-develop IP for in-vehicle semiconductors; ➂ The Chimera GPNPU aims to provide lower power consumption than alternative GPU designs.
➀ CoreChip's AD1000 autonomous driving chip has achieved significant milestones in performance and verification;
➁ The chip has demonstrated exceptional performance in key indicators such as CPU, AI computing power, ISP processing, and NPU local storage capacity;
➂ The AD1000 chip is set to reshape the market landscape with its advanced capabilities and features, including support for Transformer large models and ASIL-D functional safety island.
➀ XinQing Technology, a leading domestic intelligent cockpit chip manufacturer, has made a significant breakthrough in the field of autonomous driving with the launch of the full-scenario high-level autonomous driving chip 'Xingchen No. 1' (AD1000);
➁ The 'Xingchen No. 1' chip has achieved all performance design goals ahead of schedule and will be mass-produced in 2025 and widely used in 2026;
➂ The chip uses a 7nm automotive-grade process, meets AEC-Q100 standards, and has a multi-core heterogeneous architecture that enhances the computing power of intelligent driving.
➀ Tesla has sent out official tickets to invited guests; ➁ Optimus Gen3, Model 2, and Cybervan are expected to appear together with Robotaxi; ➂ Analysts and institutional investors have lowered expectations.
➀ Melexis has expanded its Triaxis magnetic sensing IC range with new dual-die variants; ➁ The MLX90425 and MLX90426 offer 5 mT stray field immunity and 360° rotary detection for enhanced safety and autonomy; ➂ These ICs are designed to meet the growing demands of the electric vehicle market and ensure functional safety.
➀ This article discusses the importance of precision radar testing in the development of Advanced Driver-Assistance Systems (ADAS) and autonomous driving vehicles. ➁ It highlights the capabilities of the Radar Essential Tester (R&S RadEsT) in simulating radar targets and conducting accurate radar testing. ➂ The article also mentions the system's flexibility, high precision, and compact design, making it suitable for various testing environments.
1. indie Semiconductors, a pure play automotive semiconductor company, has seen its stock price decline significantly since going public. 2. The company focuses on EVs, autonomous driving, and in-cabin experiences, but faces challenges in the US market. 3. Despite potential growth, indie's financial situation is concerning, with negative operating cash flows and significant debt.
1. Tesla plans to expand the sales of its Full Self-Driving (FSD) software to Europe and China in the first quarter of next year, subject to regulatory approval. 2. The company has announced a roadmap for FSD, including the release of version v13 in October, which will increase the distance traveled autonomously by a factor of six. 3. Tesla's stock price has fluctuated in response to these announcements, reflecting investor optimism and skepticism about the company's autonomous driving ambitions.
➀ Tesla's strategic focus on AI and autonomous driving, including investments in end-to-end algorithms, FSD chips, and Dojo computing, is often underestimated. ➁ The transition from traditional MCUs to centralized chip architectures in EVs enables software-defined vehicle capabilities, which is essential for future innovation. ➂ NIO's recent technological breakthroughs, such as the 5nm Shenqi NX9031 chip and the SkyOS·Tianshu operating system, position it as a significant player in the intelligent EV market.
1. Tesla's financial history exhibits consistent revenue growth and positive free cash flow, with a focus on raising capital through new shares. 2. The company's value is heavily tied to its progress in autonomous driving technology, with potential for a Robotaxi business. 3. However, this remains speculative, and Tesla's market cap is already a premium to its current cash flows, suggesting it's best to wait for more progress in autonomy before considering investment.
➀ Horizon Robotics, a leading provider of advanced driver-assistance systems (ADAS) and autonomous driving solutions, has received approval from the China Securities Regulatory Commission for its Hong Kong IPO. ➁ The company's last round of funding in September 2022 valued it at approximately $87.1 billion. ➂ Horizon Robotics offers a comprehensive suite of solutions including Horizon Matrix Mono, Pilot, and SuperDrive, catering to various levels of ADAS and AD needs. ➃ Despite significant investment in R&D leading to cumulative losses of $1.75 billion over three years, the company maintains high gross margins and strong cash reserves. ➄ Horizon Robotics has partnerships with major Chinese OEMs and has achieved substantial market penetration in the ADAS and AD sectors.