1 Heard about a discharged Tesla electric vehicle charging station.
I once nearly froze to death on the road on a really cold day. There’s not much fuel left, about 20-30km to the next gas station.
The road was in a parking lot due to an accident in the snow, and we don’t know when we’ll arrive. Somehow I managed to survive, but after that, I got into the habit of refueling when I left the road. If it were an electric car, there would be no idle, so it would have lasted longer than an internal car.
2
Electric cars have a lower failure rate than internal combustion cars in extreme cold. Norway has the highest penetration rate of electric cars in the world, and one of the coldest places is confirmed by road support service statistics. One of the many myths about Tesla is that it’s difficult to drive in cold weather because it’s designed in California.
3
In extreme cold temperatures of nearly minus 30 degrees Celsius, diesel cars freeze fuel, and lead batteries lose their performance in cold temperatures, which means they cannot even start the car. Electric cars run on batteries, and their performance degrades at low temperatures, and even charging speed slows down. That is true.
Is internal combustion relatively reliable under the same extreme cold conditions? The answer is already out. Contrary to popular belief, internal combustion is weaker than electric cars. According to the article, electric cars have a problem of not opening the door and discharging quickly, but there is no case that they have not started.
Why can’t I see the car that stopped on the road? It’s because the car that had a problem didn’t even start in the cold and couldn’t even come out on the road.
Which car should I choose between a car that can be dragged out or a car that can’t even start?
4
It is also mentioned in the article, but it will be solved when more charging stations are installed. On the contrary, internal combustion vehicles do not have much other way in extreme cold.
It’s a general problem with electric vehicles, but it’s a good idea to pick a title as if it were Tesla’s problem. However, since this year, reverse information about electric vehicles has been spreading a lot. Not long ago, the news of Hertz’s sale of electric vehicles was linked to a slowdown in demand for electric vehicles, and that maintaining electric vehicles actually costs more than domestic cars. ●Is it a turning point for large market stocks
I think it’s time for the major stock to move from H to E.
What is the turning point for semiconductors now?
AI technology is at the point of transition from hardware to software, and AI business is at the point of transition from B2B to B2C. At the beginning of the industry, CAPEX for infrastructure construction precedes, and CAPEX for services follows during industrial expansion. This is what we call on-device AI.
HBM was the area that benefited the most from AI server infrastructure construction. Despite the business conditions of SK Hynix and Boritgogae, which benefited from HBM along with Nvidia’s GPGPU, CAPEX was focused on HBM.
The day before, TSMC announced good results with 3 nano and 5 nano sales growth. TSMC says that CoWoS CAPA is lacking in common, both in the growth period of Nvidia’s GPGPU and in the growth period of on-device AI devices.
CAPEX will be put into both HBM and AVP areas as a way for Samsung Electronics to follow SK Hynix.
In the early days of the industry, large-cap stocks are born in the areas that benefited the most, and during the period of industrial expansion, large-cap stocks are born in areas where various benefits overlap. E stocks, which overlap both Samsung Electronics and TSMC, will gain more strength.
Semiconductors are getting ready to pass Boritgogae and face Upton. Upton here means the overall area, not the HBM. The stock with the greatest stock leverage in Upton after passing Boritgogae is determined by how well it prepared for Boritgogae. Well prepared means new businesses, new products, and new customers.
Following 2023, the benefits are focused on stocks with new things in the semiconductor equipment stocks of 2024.
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