TechCrunch Mobility: The triple punch headed for automakers

The article from TechCrunch Mobility highlights the mounting challenges facing automakers, particularly electric vehicle (EV) manufacturers like Rivian, Lucid, Ford, and GM. Key concerns include the elimination of certain federal EV tax credits under the One Big Beautiful Bill Act (OBBBA), which also diminishes the value of zero-emissions regulatory credits. These financial shifts are causing uncertainty about EV profitability and supply chain stability, with companies wary of supplier disruptions and the broader economic impact. Additionally, tariffs and trade policy risks remain significant, especially as automakers brace for a new 100% tariff on semiconductor chips—a critical component in modern vehicles. Since automakers typically do not produce chips themselves, they may need to rely on domestic suppliers to qualify for exemptions, though details on this policy remain unclear. The article also touches on broader industry dynamics, such as Chinese autonomous vehicle technology companies reportedly repatriating to the U.S. despite ongoing trade tensions, signaling shifting strategies in global tech investments. In related mobility news