Tesla's plan to slash transistor use sends some chipmakers' shares down
more than 12% in mid-day trading, as investors worried that Tesla's moves would be a harbinger for the automotive industry.
Chips made with silicon carbide transistors are widely used in electric vehicles. Generally, they withstand more heat, have a longer life and are more energy-efficient than semiconductors made with silicon power transistors,They acknowledged, "If true, this technological advancement could be a major risk for the SiC materials industry and devices .
They wrote of Tesla's announcement: "The inverter of the new drivetrain will use a hybrid architecture," that mixes silicon and silicon carbide transistors, with both types of transistors working together to handle peak loads in a Tesla vehicle, primarily during the vehicle's acceleration. "This hybrid architecture is for the new platform only, i.e. a low-cost, small, lower-performance car, and will not be adopted for existing models , or the Cybertruck.
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