Large language models have been receiving attention due to the ChatGPT boom. However, LLM consumes a lot of electricity and computing power. The more applications there are the higher the carbon emission, which goes against the zero-emission trend. In addition, laws in several countries stated that sensitive data cannot be stored on overseas servers. Academics in Taiwan stated that they are researching edge-distributed architecture to allow some computing to be done on the edge side.

There is a notion that when a product’s market share surpasses the sweet spot of 15%, it will welcome a demand explosion. This supply-demand phenomenon was observed when Apple launched the iPhone in 2007. The development of the PC is also believed to have followed this pattern. This 15% threshold has been applied to other sectors as well, including national development and the Internet penetration.

Tesla battery supplier Panasonic said on May 10 that it had rescheduled the mass production of 4680 battery cells to next year. On the other hand, China-based EV company Nio filed to equip its models with semi-solid-state batteries, aiming to offer a better driving range.