Tesla


2023-06-28

Under the Hood: How is SiC Reshaping the Automotive Supply Chain?

The global automotive industry is pouring billions of dollars into SiC semiconductors, hoping that they could be key to transforming vehicle power systems. This shift is rapidly changing the supply chain at all levels, from components to modules. In the previous piece "SiC vs. Silicon Debate: Wil...

2023-05-30

Panasonic’s Delay in 460800 Battery to Cast Shadow over its Alliance with Tesla

Tesla, the driving force behind the next-generation electric vehicle(EV) battery standards, has been vigorously promoting the 46800 cylindrical battery cell in recent years. Being Tesla's key collaborator, Panasonic had initially scheduled mass production of these batteries for April this year. H...

2023-05-16

Competitors Turn Partners: Exploring Tesla and BYD’s Collaboration

Tesla, the world's leading electric vehicle (EV) manufacturer, has announced its collaboration with BYD, a leading player in the EV and battery industry. The partnership involves Tesla incorporating BYD's lithium iron phosphate (LFP) blade batteries into the rear-wheel-drive entry-level version of t...

2023-05-02

SiC vs. Silicon Debate: Will the Winner Take All?

The SiC market has been very active lately, with constant news coming from device suppliers and car makers. And there seems to be an ongoing tug-of-war between supply and demand. Toshiba announced in April the groundbreaking of its power semiconductor fab for SiC in Ishikawa Prefecture, with the ...

2023-04-21

The M&A battle for SiC: Who’s the Top Acquirers?

The compound semiconductor market has been flourishing in recent years thanks to the strong demand from markets such as electric vehicles and renewable energy. This has led to an increase in M&A as companies race to establish their position in the industry. The market has seen a significant s...

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