Core Insights - Advantest Corporation has been awarded TSMC's Excellent Performance Award for Excellent Production Support, marking its first recognition at TSMC's annual Supply Chain Management Forum [1][4] Group 1: Award Recognition - The award was presented during the Supply Chain Management Forum held on November 25, which celebrated supplier contributions over the past year [2] - The evaluation criteria for the awards emphasized construction safety, sustainability, and localization [2] Group 2: Company Performance - Advantest was recognized for its flexibility in expanding production capacity and supporting project development, which has strengthened its partnership with TSMC [3] - Doug Lefever, Advantest's CEO, expressed the company's commitment to serving partners and enhancing supply chain resilience [4] Group 3: Product Portfolio - Advantest offers a broad range of products including SoC and memory testers, handlers, software, and system-level test solutions, catering to the entire semiconductor value chain [5] - The company focuses on developing advanced solutions for various applications such as 5G, IoT, autonomous vehicles, and AI [6]

Core Insights - A significant power outage in San Francisco affected over 130,000 customers, with 16,000 still without power as of late December 21 [1][8] - Waymo's driverless vehicles were notably impacted, causing traffic disruptions as they froze mid-ride due to the outage affecting traffic signals [2][7] - The outage was attributed to a fire at PG&E's substation, leading to extensive damage and a complex restoration process [4][5] Company Impact - PG&E reported that it restored power to 110,000 customers by Sunday morning, but 21,000 remained without electricity [9] - Waymo had to pause its services in the Bay Area, affecting at least seven cities, due to the outage and subsequent traffic chaos [10][11] - Elon Musk highlighted that Tesla's robotaxis were unaffected by the power outage, positioning Tesla favorably against Waymo in terms of reliability during infrastructure failures [2][12] Industry Implications - The incident underscores the vulnerability of urban transport systems to power outages, emphasizing the need for reliable infrastructure [8] - The reliability of autonomous vehicles is critical, especially in emergency situations, as demonstrated by Waymo's challenges during the outage [8] - Technological resilience in the face of infrastructure failures can serve as a competitive advantage in the autonomous vehicle market [12]

Core Insights - India is advancing towards a significant initiative in autonomous vehicles while also addressing the growing demand for electric vehicles (EVs) [1][4] - The government is developing the Connected Commercial Vehicle (CCV) protocol to enhance communication between vehicles and infrastructure [1][2] Group 1: Autonomous Vehicles and V2X Connectivity - The CCV protocol aims to bridge the gap between smart vehicles capable of vehicle-to-everything (V2X) connectivity and non-responsive infrastructure [2] - Discussions involving the Union road transport ministry, NHAI, NITI Aayog, and industry representatives are underway to refine this plan [3] - The focus is on V2X platforms that facilitate communication between vehicles and infrastructure without relying on cellular networks [13] Group 2: Electric Vehicle Infrastructure - The plan includes creating regulatory and technical frameworks for seamless connectivity between electric vehicles and advanced highway infrastructure [8] - India is preparing for large-scale long-haul electric mobility, emphasizing interoperability protocols for electric vehicles and charging infrastructure [9][16] - The government aims to install over 72,000 additional public EV charging stations by FY28 under the ₹10,900-crore PM E-Drive scheme [20] Group 3: Market Growth and Investment Opportunities - India's EV market is projected to be worth approximately $55 billion in 2025, with expectations to double by 2029 [18] - The rise in EV adoption is evident, with over 2 million EVs sold in 2025, marking an increase from 1.9 million in 2024 [17] - The initiative to upgrade road transport infrastructure is expected to create investment opportunities for local companies in various sectors, including automotive suppliers and communication infrastructure providers [21][22]

Lyft needs to consistently maintain growth rates that are similar to or better than Uber's to keep up with the S&P 500 in the long run.In its particular industry, Lyft (LYFT 2.22%) is generally thought of as the No. 2 to Uber Technologies (UBER 0.48%), but the former's 40% return this year has captured more people's attention. Lyft stock has actually outperformed Uber this year, although the five-year picture is much different. And while the S&P 500's performance didn't keep up with Lyft in 2025 (up 16%), t ...

This story was originally published on Manufacturing Dive. To receive daily news and insights, subscribe to our free daily Manufacturing Dive newsletter. Dive Brief: Luminar Technologies, a maker of sensors and advanced technology for autonomous vehicles, filed for Chapter 11 bankruptcy on Monday and has begun to split the company after losing a major contract with Volvo. The Orlando, Florida-based company entered Chapter 11 proceedings with majority support from its first lien and second lien noteholder ...

When it comes to the development of robotaxis, we have graduated from a very difficult and technical science project to now a commercialization phase where we're increasingly going to be able to bring this technology to millions of people around the world. We think people should be excited about robo taxis, not just because of the future, but because they will be safer and make it more easy and convenient to get around your city. Robotaxi as a concept has been proven already.We have dozens of our cars roami ...

When it comes to the development of robotaxis, we have graduated from a very difficult and technical science project to now a commercialization phase where we're increasingly going to be able to bring this technology to millions of people around the world. We think people should be excited about robo taxis, not just because of the future, but because they will be safer and make it more easy and convenient to get around your city. Robotaxi as a concept has been proven already.We have dozens of our cars roami ...

In early 2023, Luminar was riding high. After going public during the pandemic and scoring a key deal with Volvo, the company had added Mercedes-Benz and Polestar as customers of its “life-saving” lidar sensors. Founder and CEO Austin Russell called it an “inflection point,” as Luminar prepped to have those sensors integrated into the first production vehicles.Volvo in particular was all-in on the technology. The Swedish automaker, which spent decades building a brand around the idea of making the safest ca ...

2025 is the year that the robotaxi went mainstream. Waymo announcing today it's now operating on freeways in San Francisco and Phoenix and Los Angeles, plus an expansion of its service areas. Amazon is officially entering the robotaxi race, and that's because their company, Zoox, is launching their service to the public for the first time ever here in Las Vegas.Tesla robotaxis are finally live, but in reality, they're still in demo mode. They only operate during the day in good weather, in limited areas, wi ...

Core Insights - Nvidia has reached a market cap of $4.5 trillion, dominating the AI industry through its leadership in GPUs, essential for training and operating AI models in data centers [2][12] - The company is experiencing robust growth driven by significant investments in AI infrastructure from a select group of hyperscalers, which has led to Nvidia capturing a market share as high as 92% in the data center chip market [4][5] - Nvidia is in the midst of its Blackwell chip cycle and plans to launch the Rubin chip, with potential sales estimated at $500 billion through the end of next year, indicating substantial growth opportunities ahead [8] Industry Dynamics - Despite increased competition, the overall market for AI technology appears large enough to accommodate multiple players, with Nvidia's revenue growth prompting analysts to raise their estimates [6] - The long-term success of Nvidia may depend on its ability to identify new growth opportunities beyond data centers, particularly in emerging sectors like humanoid robotics and autonomous vehicles [10][11] - Nvidia's current price-to-earnings ratio stands at 45, but with expected earnings growth of 35% annually over the next three to five years, the PEG ratio of 1.3 suggests an attractive valuation for potential growth [14]