bearish
Tech Supply Chain Tracker (01-Nov-2024): Tesla FSD advances, but challenges ahead.
SUMMARY
- Tesla faces challenges in developing Full Self-Driving technology despite progress in the field.
- Ennostar utilizes Micro LED for AI optical communication, enhancing short-range transmission efficiency.
- Meta sees record revenue in 3Q24 at US$40.6bn, but worries about slower user growth persist. Advanced Power Electronics benefits from AI server demand but struggles with pricing pressures. Holtek is optimistic for 2025 due to China's market rescue policies.
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