BYD Debuts China’s Most Advanced EV Chip in Smart-Driving Push
THE SO WHAT
BYD dropping a 4 nm automotive-grade self-driving chip in-house collapses the stack — OEMs are becoming their own Tier 1 silicon vendors. If you’re a Western automaker or AV supplier, your margin structure is exposed unless you either control your own silicon or lock in privileged access to someone else’s.
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