Ford’s Lane Change Signals a Shift Away From AV Development
As others follow Ford’s lead, the emphasis now will be greater automation of highway driving with heavy reliance on driver monitoring.
News & Analysis
India Renews Its Push for Homegrown Fabs
By Sufia Tippu
What’s at stake?
India has been trying unsuccessfully for decades to create strategic alliances for semiconductor manufacturing. Now, amid the confluence of geopolitics, economic uncertainty and supply chain disruptions, India’s best shot may be in chip assembly, test and packaging.
An oft-repeated joke in Silicon Valley goes something like this: What comes first, Middle East peace or a fab in India?
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What Caught Our Eye This Week
U.S. Clarifies Tech Export Restrictions
Clarifications in the form of “frequently asked questions” and official responses lead some observers to wonder whether the U.S. Commerce Department is backing off of stricter export controls aimed at China.
Will Intel’s Pro-West Advocacy Draw China’s Ire?
By Bolaji Ojo
What’s at stake?
Intel has closely tied its future to Western governments working on holding back Chinese technology advancement and revitalizing local semiconductor production. Will this push make China see Intel as another friendly foe, potentially jeopardizing its current operation in the Communist country?
Winners, Losers in the Fall of Argo AI
Argo’s IP will be dispersed by financial backers Ford and VW, but Qualcomm appears to be the biggest winner.
How Will China Retaliate?
By George Leopold and Junko Yoshida
What’s at stake:
All eyes are on China as the nation mulls its response to the latest U.S. technology export controls. China will no doubt retaliate – but how? Its options appear limited, but so do the options for de-escalation. At stake is whether the tech industry may find itself in a world split in two: China and the rest of the world.
U.S. Awards First Battery Supply Chain Grants
The U.S. Energy Department has released $2.8 billion in infrastructure funding to jumpstart a U.S. battery supply chain.
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What Caught Our Eye This Week
Getting the Lithium Out
Lithium batteries remain a fire hazard, and supplies of the light but volatile material are fast running out. Those realities prompt researchers to continually seek new EV battery materials, preferably more stable and plentiful.
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Ayar Labs, Lockheed Martin Look to Cut ‘Fog of War’
What’s at stake:
Traditional copper interconnects can no longer cut it for edge network deployments as data volumes soar. Following the lead of commercial network operators, Lockheed Martin Corp.’s investment arm is looking to leverage startup Ayar Labs’ optical chiplets to speed the processing of sensor data on the battlefield.
Volkswagen Outsourcing Software, Hardware Future to China
What’s at stake?
As Volkswagen rapidly loses market share in China, its 2.4 billion-euro investment in Horizon Robotics might be interpreted as a desperate act. Or could it be that Volkswagen has a secret deal brewing with the Chinese government?
Volkswagen AG, one of the world’s largest automakers, has made possibly the boldest move in the technology/automotive world by becoming the first western company to entrust its software and hardware future to Horizon Robotics, China’s national champion in the development of AI hardware and software.
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