US-Taiwan-China: supply chain through the lens of TSMC, Intel & AMD
‘Good luck diversifying from TSMC’
Driverless vehicles appear to be one of the new breed of disruptive technologies that is most likely to have a genuine impact on the freight and logistics industry. The thought is that driverless trucks could deliver huge savings to the freight industry – a Morgan Stanley report has put it at as much as $168bn, a large portion of which would come through savings on drivers’ wages, and is pertinent given that warnings about a looming severe shortage of drivers persist. Indeed, one Silicon Valley start-up from a group of ex-Google executives is preparing to offer retrofitting driverless technology on trucks at a cost of $30,000 per truck, while the average annual driver’s wage is $40,000.
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