bearish
Tech Supply Chain Tracker (14-Sep-2024): Global auto and EV sales: 2024.
SUMMARY
- Global auto and EV sales in 2024 are heavily impacted by supply chain resilience, as emphasized by Cenex CEO Robert Evans.
- Silicon Saxony in the EU is attracting global players with EUR50 billion investments, positioning itself as a semiconductor hub.
- Chinese game developers are pushing AI boundaries by developing NPCs to virtual societies, while Samsung offers aggressive discounts in the US to compete with Apple's Korea strategy in 3Q24.
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