TECHnalysis Research President on EVs, Semiconductors

The video discusses the establishment of a unified EV charging standard in the US, backed by major automakers like Ford and GM, which aims to resolve infrastructure issues and boost the EV market. It also covers the global diversification efforts in the semiconductor industry, highlighting the long-term nature of these investments and the potential impact on global supply chains. The discussion extends to the semiconductor market dynamics, focusing on the role of companies like TSMC, Intel, and NVIDIA, and the influence of AI on the industry.

What role do semiconductors play in the future of electric vehicles?

How are companies like TSMC and Intel positioned in the semiconductor market?

What are the implications of companies like Microsoft and Apple entering the chip market?