Aug. 21 at 12:54 PM
$UMC
Image not entirely associated but supply aint going to get any better soon the best part you cant simply build fabs competition is slim! There is always going be a need for hardware in this sector always more more more! You build the AI/Cars/DataCenters we sell the shovel! 😉 401k Friyay buy day!
Key roles in autonomous driving tech:
Sensing Infrastructure: Fabricates radar (mmWave/RF CMOS), LiDAR controllers, thermal imaging, and CMOS image sensors (CIS) for ADAS cameras to collect surround-view spatial data.
Vehicle Connectivity: Produces RF devices and V2X chips that enable low-latency, real-time communication between vehicles, cloud networks, and roadside infrastructure.
Microcontrollers & Power Management: Manufactures specialized embedded non-volatile memory (eNVM) chips and high-voltage BCD ICs that control physical actuators (steering, braking) and regulate power across sensor suites.
