TCIP EV Study Out Now
June 25, 2026
This report is the output of an assessment commissioned by the TechnologyCompetitiveness and Industrial Policy Center (TCIP Center) at theUniversity of California, Berkeley to address the global automotive industry’s transformation from internal combustion engine vehicles (ICEVs) to electric vehicles (EVs) and the ways in which it represents a fundamental reordering of global value chains, industrial capabilities, and strategic influence. Technologies core to EVs (batteries and their components, motors and magnets, semiconductors, software) have broad applications in other industries, including energy production and defense.
The Technology Competitiveness and Industrial Policy Center (TCIP), founded in February 2025 at the University of California, Berkeley by industry leader and former TSMC Executive Chairman Mark Liu, aims to develop a new vision for advanced technology development and production in the U.S. through academic research, industrial capabilities, and regulatory policy study and recommendations. For more information, see TCIP.org and follow @TCIPcenter on social media.