The Autonomous Vehicle Supply Chain Crunch You Haven't Heard About

Episode 35 of Autonomous Vehicles Business digs into a bottleneck few are talking about: the specialized semiconductors and rare-earth magnets needed to scale self-driving fleets. Lucas and Luna examine how a single fab fire in Taiwan and a cobalt supply squeeze in the DRC are delaying deployments for Waymo, Cruise, and Tesla. They connect the dots between the recent 6% drop in Tesla shares, the 23% slide in Lucid, and the real-world production constraints that have little to do with demand. With commentary on how automakers like GM and Ford are pivoting to in-house chip design and alternative magnet chemistries, this episode explains why the autonomous vehicle revolution depends as much on mining permits and wafer starts as on software miles. A must-listen for anyone tracking AV timelines or investing in the ecosystem. #AutonomousVehicles #SupplyChainCrisis #Semiconductors #RareEarthMagnets #Waymo #Cruise #Tesla #LucidMotors #Rivian #GM #Ford #Cobalt #DRC #FexingoBusiness #BusinessPodcast #BusinessAndTechnology #AutonomousTrucks #Manufacturing Keep every episode free: buymeacoffee.com/fexingo