Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

Watching this unfold... I keep thinking about the supply chain... how many rare minerals go into this custom silicon?

ALSO what happens when the first generation hits end-of-life... will there be a clear path to recycling? I want to believe these platforms will last more than a subscription cycle...

BUT I guess we won't know until we see a teardown...

Why would more minerals go into custom silicon than off-the-shelf silicon? How would recycling be any different?

typical automotive 905 nm lidars are just CMOS chips similar to cameras and regular computer chips

not "more"