The anticipated return of Donald Trump to the White House could prove pivotal for Tesla’s strategy in energy and advanced self-driving technology, as the integration of AI into advanced autonomous driving is expected to significantly enhance the affordable battery electric vehicles (BEVs) market.

Silicon carbide (SiC) substrate prices are witnessing unprecedented declines in 2024, marking a dramatic shift in the power semiconductor materials sector. Following a period of sustained high demand and tight supply, the market now grapples with oversupply as Chinese manufacturers significantly expand production capacity. Industry leaders Tianyu and San’an have ramped up output this year, triggering a price war that has pushed prices below production costs and disrupted the global supply chain.

Harold Liu, Director of Wiwynn’s Pioneering Excellence Center, highlighted how AI servers are transforming the traditional server supply chain. Liu noted that GPU servers operate within closed ecosystems controlled by chip suppliers, resulting in nearly identical Nvidia NVL72 server racks across exhibitions. In comparison, ASIC servers pose unique challenges for ODMs, demanding greater R&D investments.

China’s dominance in automotive electronics and electrification is pushing European, American, Japanese, and South Korean automakers to respond. European brands, in particular, are increasing investments and partnering with Chinese firms—an approach widely interpreted as “if you can’t beat them, join them.”