Although it's difficult to keep up with new developments, and impossible to confirm everything's accurate, I do have a rudimentary "scorecard" keeping track of the the three major components for EVs.
Today, it was announced that VinFast will be building EVs in North Carolina with first delivery scheduled for 2024. Links everywhere including: https://www.foxbusiness.com/markets/vietnamese-carmaker-to-build-electric-vehicles-in-north-carolina.
Elsewhere it is being reported that VinFast will use Nvidia chips. NVDA is well off its highs even as US Congress is going to lavish the semiconductor chip sector with financial incentives, yet to be finalized, but they're coming.
Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here.
For the record, I am diversifying out of fossil fuel. I am not selling my current holdings but will add very little new fossil fuel assets and will concentrate on technology.
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