➀ Tesla's BEV market share dropped from 19% to 17% in the first five months of 2024; ➁ BYD is just one point behind Tesla at 16%; ➂ The BEV portfolio of legacy automakers like Volkswagen and Geely-Volvo stood at 7 and 8 percent, respectively.
Recent #EV news in the semiconductor industry
➀ Saxony, Germany, a leading European semiconductor hub, is deepening its ties with Taiwan, as TSMC expands its European footprint. ➁ The strategic partnership aims to position Saxony as a global semiconductor powerhouse, centered in Dresden's 'Silicon Saxony'. ➃ The collaboration extends to electric vehicles (EVs) and robotics.
➀ Maxson Lewis discusses how EVs are transforming logistics by reducing costs and emissions. ➁ He emphasizes the importance of strategic planning and government support in fleet transitions. ➂ Governments can support the transition through subsidies, tax benefits, and promoting EV use in urban areas.
➀ Manganese-based lithium-ion batteries are being explored as a sustainable and cost-effective alternative to current nickel and cobalt-based batteries in EVs. ➁ A recent study introduced a monoclinic layered structure in LiMnO2 that significantly improves its energy density and performance. ➂ Challenges such as manganese dissolution are being addressed to pave the way for commercialization of these batteries in the EV market.
➀ Intel sold its 1.18 million Arm shares for $145 million to cut costs and strengthen finances, also announcing layoffs of at least 15% of its workforce. ➁ SMIC's Q2 profit dropped 59.1% year-on-year to $164.6 million despite a 21.8% revenue increase, with a forecasted Q3 revenue growth of 13-15%. ➂ TSMC achieved its best-ever revenue in July, totaling $7.9 billion, a 45% year-on-year increase, with HPC contributing 52% of the revenue.
➀ The Japanese car industry is consolidating to meet the challenges of EV production. ➁ Raspberry Pi has announced its second-generation dual-core MCU, featuring more powerful Arm cores and optional RISC-V cores. ➂ Ubotica, a space AI specialist, has achieved successful onboard AI detection of objects on Earth.
1. Southwest Research Institute identified cybersecurity vulnerabilities in EV fast-charging systems using direct current technology. 2. Researchers exploited vulnerabilities in power line communication (PLC) to access network keys and digital addresses. 3. The team developed an adversary-in-the-middle device to test cyber resiliency and propose encryption as a security enhancement.
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