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Electric vehicle being driven through Arizona desert

The biggest semiconductor manufacturers in the world are quickly trying to build new factories as the global chip crisis continues to wreak havoc on a plethora of industries.

U.S. semiconductor giant Intel announced in March that it plans to spend $20 billion on two new chip plants in Arizona. Separately, TSMC (Taiwan Semiconductor Manufacturing Company) said it was going to build a $12 billion factory in Arizona, and chief executive C.C. Wei said Wednesday that construction had already begun.

The Grand Canyon State may not, however, seem like the most obvious place for a chip “foundry” or “fab” since the high-tech manufacturing plants guzzle millions of gallons of water every day.

At present, in the face of climate change, Arizona is facing a deepening water crisis and some of the state’s all-important aquifers have an uncertain future.

Arizona received just 13.6 inches of rainfall on average per year between 1970 and 2000, according to the NOAA National Climatic Data Center, making it the fourth driest state nationwide. Conversely, Hawaii and Louisiana recorded the highest levels of average yearly precipitation in the U.S. over the same time frame, reporting 63.7 inches and 60.1 inches, respectively.

“Water is a key element in semi manufacturing, but the infrastructure has been put in place [in Arizona] to ensure adequate supply to meet the industry’s current needs,” Alan Priestley, vice president analyst at tech research firm Gartner, told CNBC.

A key consideration of any new construction would most likely be contributions to enhancing the water supply infrastructure, he added.

Glenn O’Donnell, vice president and research director at analyst firm Forrester, told CNBC that chip fabrication plants “recycle water religiously,” adding that it’s a bit like a swimming pool in an enclosed building.

“You need a lot to fill it, but you don’t have to add much to keep it going,” he said. “Also, being in an enclosed space, a lot of the water that evaporates can be captured with a dehumidifier and returned to the pool. The fabs will do similar things with their own water usage.”

Intel notes on its website that it is striving to achieve “net positive water use” in Arizona and that it has funded 15 water restoration projects that aim to benefit the state. “Once fully implemented, these projects will restore an estimated 937 million gallons each year,” the company says.

Beyond water

TSMC and Intel, two of the biggest heavyweights in the chip industry, have chosen to expand in Arizona for several other reasons, according to the analysts.

Intel has had a presence in Arizona for over 40 years and the state is home to a well-established semiconductor ecosystem. Other major chip companies with a presence in Arizona include On Semiconductor, NXP and Microchip.

Intel now employs over 12,000 people in Arizona and the state is home to Intel’s newest manufacturing facility, Fab 42.

As Intel has increased its presence in Arizona, the local universities have “established a strong reputation for semiconductor design courses and research providing a highly-skilled work force for the local semi industry,” Priestley said. “This has helped create an ecosystem of companies to supply the products and services necessary to manufacture chips.”

TSMC will be “able to tap into these resources and [the] ecosystem of supply chain vendors,” Priestley said.

Local tax breaks and incentives “will have played a big part” in the initial site selection, he continued, noting that land availability, land costs, housing costs and the local economy will have also been considered.

Seismically stable

The case for Arizona doesn’t stop there. Its seismic stability and relatively low risk of other natural interference are appealing to chipmakers, O’Donnell said.

“A chip factory cannot shake, not even a microscopic amount,” he said, adding that they set such factories into the bedrock to keep them still. “Even a 0.5 Richter shake can ruin an entire crop of chips.”

That said, Intel does have some chip plants on the West Coast of the U.S., where the ground is more susceptible to earthquakes. The company has a huge presence in Hillsboro, Oregon, for example.

“The West Coast does have fabs but they need to take great measures to isolate the shaking,” said O’Donnell. “They don’t need such drastic measures in Arizona because it shakes a lot less.”

Arizona is also immune from most other natural disasters like hurricanes and wildfires, O’Donnell said.

With its bountiful sunshine, Arizona also boasts “dependable, plentiful and green electrical power,” O’Donnell said, calling out Salt River Project as a local power utility in the Phoenix area that caters to big consumers of power. A chip foundry needs power on the scale of a steel plant, according to O’Donnell.

Ultimately, it largely boils down to politics.

“The political machinery in Arizona is determined to make the state business friendly,” said O’Donnell. “More business equals more and better jobs equals more votes to the power brokers. The recent announcements by Intel and TSMC come via a lot of help from federal, state and local government entities.”

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Velotric Nomad 2 launched as an ultra-comfortable fat tire adventure e-bike

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Velotric Nomad 2 launched as an ultra-comfortable fat tire adventure e-bike

Velotric has continued to regularly update its popular e-bike models, with the latest launch today bringing us the Nomad 2. This fat tire adventure bike carries a host of new features and components, offering a powerful yet comfortable ride on both city streets and off-road trails.

The Velotric Nomad 2 sports a 750W nominally-rated motor with a true 90 Nm of torque. In other words, it’s designed to eat hills for breakfast and lay down some real power when riders need it most. And with both throttle-activated control and 15 levels of responsive pedal assist, that power can be dialed in to the right level for each rider’s own taste. And with a maximum speed of 28 mph, the bike is fast enough to keep up with traffic… when riders aren’t enjoying a relaxing trail ride.

Speaking of pedal assist, Velotric offers what they call SensorSwap, a feature in the pedal assist system that uses both a cadence sensor and a torque sensor and allows riders to select which sensor is being used at any time. The former allows riders to pedal easily while still getting impressive power output from the motor, while the latter offers more intuitive riding that provides a more natural feeling akin to pedaling a bike with extra powerful legs.

Torque sensors are often considered superior for their more refined experience, but cadense sensors are still praised by riders who don’t want to put in the extra effort required by torque sensors. With a torque sensor, the rider’s pedaling effort is multiplied, but a cadense sensor lets riders feel like they’re pedaling without needing to actually provide as much of their own ‘oomph’.

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The Nomad 2’s design includes off-road features such as 26×4.0″ tires, a 100mm travel hydraulic suspension fork, and an included parallel linkage suspension seat post.

Combined with the powerful motor that offers 1,000 lb of towing capacity (plus 505 lb of payload), the 75 lb e-bike is built to handle just about anything, and that includes nearly any trail.

“Sometimes the road less traveled is the better one,” says Adam Zhang, the CEO of Velotric. “Nomad 2 speaks to those who love the journey, and the occasional detour! Whether you’re climbing trails, hauling heavy loads, or simply cruising, our latest bike gives you the freedom to ride further, faster, and more comfortably than ever before.”

And since off-road adventures often don’t have clear-cut end times, the bike offers 65 miles of maximum range thanks to the 48V and 14.7 Ah battery with 705 Wh of capacity. That battery is UL-listed and IPX7 waterproof, meaning you can dunk it in water. I’ve done exactly that with Velotric batteries before and they’ve survived for many more rides.

Rounding out the feature list includes a 3.5″ color display, Bluetooth connectivity, USB-C phone charger, 500 lumen headlight, tail light with turn signals, included rear rack with fenders, hydraulic disc brakes, an 8-speed Shimano transmission, and more.

The Velotric Nomad 2 is priced at $1,999 and went on sale today.

Riders can snag it in two sizes with four color options, and with a choice between a high-step and a step-through frame style.

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Tesla store gets taken over by Musk protesters, 9 people arrested

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Tesla store gets taken over by Musk protesters, 9 people arrested

A Tesla store in New York City has been taken over by people protesting Elon Musk – disrupting the operations.

As we have reported over the last few weeks, there’s a growing movement called “Tesla Takedown,” under which grassroots protests are being organized at Tesla stores around the world.

There have been many more protests this weekend. Some of them had truly impressive turnouts.

For example, hundreds of people showed up to protest at Tesla’s Tuscon location (via Andy Flach):

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These protests have been peaceful and legal, but there have been a few exceptions.

At Tesla’s Manhattan store in New York City today, some protestors managed to get inside the store and it started to cause problems.

Here’s a video (via Oliya Scootercaster ):

About 300 people showed up to the protests. Most of them stayed protesting peacefully outside, but a handful of people got in and Tesla employees had to close the stores as more tried to get in.

The police confirmed having arrested 9 people, but the charges are not clear as of now.

In videos of the aftermath, it looks like a few glass doors and windows were broken.

Similar protests have been reported in most major cities in the US and they are planned for the next few weeks.

Electrek’s Take

This is getting bigger and still gaining momentum. I’m honestly surprised by the response. I thought it would last weekend with a few dozen people at a few stores and that’s it.

But it looks like now thousands of people are getting active and it’s becoming a real problem for Tesla.

Enough to get the board to act and remove Elon Musk? I doubt it. Elon has done plenty of fireable offenses and they haven’t even blinked – because they are all in Elon’s pockets.

I think the stock price is the only thing that can really get things moving.

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MAN Trucks Electric Commercial Vehicles Consultation wants to electrify your fleet

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MAN Trucks Electric Commercial Vehicles Consultation wants to electrify your fleet

Electrifying your commercial fleet is a tricky thing. Sure, you want to cut your fuel costs. You want to reduce your operating variables. Heck you you even want to help corporate meet their ESG goals – but where do you start? MAN Trucks is here to help fleet managers get answers.

As more and more heavy trucking fleets begin to deploy electric assets, they’re proving that operators’ range anxiety may be a myth on most routes. That’s true enough here in North America, and truer still in Europe where distances between cities are condensed and trucks like the Mercedes eActros and Renault E-Tech T semi roam.

MAN Trucks are also a popular choice in Europe, and their leadership – unlike most in the industry – have been especially vocal in their criticism of hydrogen, and have fully embraced battery-electric vehicles. As such, it’s no wonder that the company took to LinkedIn to announce its MAN electric commercial vehicles consultation team.

“It’s Full Power here with the MAN electric commercial vehicles consultation team,” writes Roger Turnbull, Head of EV Truck Consultation at MAN Truck. “After another busy week of meetings presenting to haulage and transport organizations of all sizes across the UK – you can feel the EV interest and enthusiasm growing.”

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MAN Trucks’ consultation team helps commercial fleet operators in Europe and the UK fully understand the needs of their fleet, analyzes their fuel and maintenance costs, and helps them get a better understanding of what fleet assets are prime candidates for electrification, and what sort of charging solutions might work best for their operations – and that doesn’t always mean on-site charging.

With the capacity for onsite charging now becoming a reality for many plus proof that operators range anxiety maybe a myth on most routes, our industry is already stepping up a gear to find out more.

ROGER TURNBULL, MAN TRUCKS

Off-site charging solutions like those offered by Voltera and Zeem here in the US seem to be somewhat less common in Europe, but the electric trucking infrastructure as-a-whole seems to be a step or two ahead. That, combined with generally higher fuel costs compared to the US, make it a bit easier for fleets to electrify. And MAN will help them see that.

The best part? MAN’s consultation is free, and requires no obligation to buy. “Your MAN EV Consultation Team in the UK offer free information, advice and support,” offers Turnbull. “[Everything] from the basics to multi-vehicle using multiple site locations. Factually checked and honest.”

You can’t do much better than free, right?

Electrek’s Take

Fleet assessments and fleet asset audits are crucial steps on the path to successful fleet electrification. These comprehensive evaluations provide fleet operators with valuable insights into their current fleet operations, energy consumption patterns, and infrastructure needs. By carefully analyzing this data, fleet managers can make informed decisions about which vehicles to prioritize for electrification while minimizing the potential for “surprises” once the trucks are delivered and the funds are tied up.

If you’re a fleet manager reading this, you should get a fleet energy analysis set up soon – whether you’re planning to electrify or not.

SOURCE | PHOTOS: MAN Trucks.

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