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The Driverless Download

发布日期: 2026-07-17研究机构: UBS Equities报告页数: 12原文语言: English证据页码: 1

研报英文原文证据摘录

The Driverless Download

Global Research

17 July 2026ab

The Driverless Download Equities

Americasv2026.28

Automobiles

Joseph Spak, CFA

NHTSA moves to establish performance standards for autonomous vehicles. The Analyst

agency plans to develop objective safety requirements that define how self-driving joseph.spak@ubs.com

vehicles should behave in real-world driving situations, including measurable +1-212-713 3089

performance tests. Regulators aim to finalize the framework before the end of President Robert Saltzman

Trump’s current term while continuing to address specific safety incidents through Analyst

existing enforcement and recall authorities. The effort is also expected to include robert.saltzman@ubs.com

updates to vehicle regulations that were originally written for human-operated vehicles, +1-212-713 2992

such as requirements related to pedals, mirrors, and other driver controls (Source). Alejandro Nuno

Associate Analyst

Micron signs strategic customer agreements with key automotive partners. The alejandro.nuno@ubs.com

company announced strategic customer agreements (SCAs) with Tier 1 suppliers, one of +1-212-713 3886

which is Visteon, to secure memory and storage supply for next-generation vehicles. The Gabriel Gonzales, CFA

agreements are intended to improve production planning, supply visibility, and long- Associate Analyst

term access to components used in applications such as advanced driver-assistance gabriel.gonzales@ubs.com

+1-212-713 4866systems, connectivity, infotainment, and AI-enabled vehicle platforms (Source).

Patrick Hummel, CFA

Analyst

MOIA launches autonomous passenger testing in Hamburg. Selected pre-

patrick.hummel@ubs.com

registered residents can now book rides in self-driving electric VW ID. Buzz vehicles +41-44-239 52 54

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