Tesla's Semiconductor Transformation: How It Can Support Growth Over Semiconductors

The penetration of EVs from a total vehicle's made has been increasing quarter on quarter or year over year. Only the reach may be 50% by 2030, so this is a multi-decade long megatrend that we're participating in. We provide both silicon and silicon carbide power. You know, if you want ultra high performance, long range, silicon carbide is it. If you're talking about city driving, where you're going to charge it maybe every evening, short run, of course, IGBT can do the job. And if you want something in between, that's where IGBT and siliconcarbide comes in. It literally plays very well into how we also