Core Viewpoint - Tesla is facing an unprecedented public relations crisis, exacerbated by a series of violent incidents and growing skepticism from the capital markets regarding its future prospects and valuation [1][2][3]. Group 1: Public Relations Crisis - Since Elon Musk joined the Trump administration, Tesla has been at the center of controversy, with incidents such as arson at charging stations and shootings at showrooms [2][4][5]. - A report highlighted multiple violent events targeting Tesla facilities, including arson at charging stations and gunfire at showrooms, indicating a troubling trend of violence against the company [6][7][9][10]. - Protests against Musk's political stance have also emerged, both in the U.S. and Europe, reflecting a growing discontent that translates into actual violence against Tesla [11][13]. Group 2: Market Reaction and Valuation Concerns - Tesla's stock price has dropped over 30% this year, and nearly one-third since Trump took office, raising concerns about its valuation [3][15]. - Analysts from JPMorgan have significantly lowered Tesla's target stock price to $135, suggesting a valuation drop to around $400 billion, while UBS analysts express confusion over Tesla's valuation amidst risks in autonomous driving and robotics [2][16]. - Despite a current valuation of approximately $847 billion, analysts are questioning Tesla's market position, especially as expectations for its 2025 earnings have decreased by 70% since 2022 [15][16]. Group 3: Sales and Consumer Sentiment - In Germany, Tesla's sales plummeted by 76% in February, while overall electric vehicle registrations increased by 31%, indicating a shift in consumer preference potentially linked to Musk's political affiliations [14]. - In the U.S., consumer sentiment towards Tesla has significantly declined since Musk's acquisition of Twitter, with the percentage of new car buyers considering Tesla dropping from 22% to under 8% by the end of 2024 [14]. - In China, Tesla's sales fell by 49% year-on-year in February, marking the lowest level since August 2022, as political affiliations influence consumer choices [15]. Group 4: Future Prospects - Tesla plans to launch a more affordable model priced below $30,000 in the first half of 2025, which could be crucial for its future growth [17]. - The company is also set to introduce a paid, fully autonomous driving service in Austin, Texas, in June, although skepticism remains about the viability of its new business ventures [19].

Core Viewpoint - The global semiconductor market for analog integrated circuits (ICs) is projected to reach $85 billion this year, with a compound annual growth rate (CAGR) of 10%, driven by advancements in artificial intelligence, IoT, and autonomous vehicles [1][2]. Group 1: Market Dynamics - The demand for analog ICs is increasing due to their ability to process continuous signals, essential for interacting with the physical environment [1]. - Companies like OKI and Nisshinbo Micro Devices are collaborating to develop thin-film analog ICs that can be vertically stacked, promoting miniaturization and cost reduction [1][3]. Group 2: Technology Development - The development of thin-film 3D analog ICs utilizes OKI's crystal film bonding (CFB) process, allowing for the separation and bonding of functional film layers [3]. - CFB technology enables thinner chips (5 to 10 micrometers) compared to traditional methods, which typically result in thicker chips (tens to hundreds of micrometers) [3]. Group 3: Signal Integrity and Performance - Signal interference and noise are challenges due to the thinness of stacked analog ICs, which is addressed by Nisshinbo's proprietary shielding technology [4][5]. - Shielding is strategically applied to critical areas to minimize signal interference without compromising circuit functionality [5]. Group 4: Chiplet Integration Advantages - The thin-film 3D analog ICs can facilitate the integration of analog and digital ICs, allowing for modular ICs that can create more complex devices [7]. - Smaller chips can be optimized for specific functions, reducing costs and space requirements, while improving manufacturing yield [7]. Group 5: Future Outlook - OKI and Nisshinbo are optimistic about overcoming manufacturing challenges and plan to commercialize their new methods, aiming for mass production by 2026 [9].