China EVs & More Episode 87 - Volkswagen Invests in Horizon Robotics, US Chip Restrictions tighten, Polestar 3 Unveiled
Tu and Lei immediately get to the biggest news of the week - the Volkswagen Group investment in Chinese chip design startup Horizon Robotics. They both articulate what they believe the implications are from this transaction, especially at this sensitive time.
Tu moves the discussion over to the increased restrictions posed on China for chips and chip making equipment by the US govt and what this does to US employees working for companies currently working to support Chinese chip design and fabrication companies.
Lei then shifts the conversation over to September sales which bleeds into the Polestar 3 unveil which they debate the merits on and whether it will be competitive in the two markets where it will be manufactured - the US & China.
Tu and Lei end the pod with a brief discussion about Li Bin's ambitions to be a top global automaker by 2030.
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