Tesla's AI6 chip production on Samsung's 2nm process has been pushed back roughly 6 months, delaying mass production to Q4 2027 and creating ripple effects for other Samsung foundry customers.

Elon Musk announced on Saturday that Tesla’s “Terafab Project”, a plan to build what he envisions as the world’s ...

Tesla's Terafab project launches in 7 days, targeting 2nm chips, $25B investment, and 1M monthly wafer starts by 2030.

Tesla has completed an Iron LFP battery factory in Nevada. This is probably going to take 1-2 years to hit volume production and the rumor is that the initial production capacity is 10 GWh per year.

Tesla is drawing attention to its large-scale battery manufacturing operation in Lathrop, California, a facility the company ...

The impact of FSD adoption and the "Physical AI" framework on global automotive margins. The economic threat Tesla’s Robotaxi poses to (UBER), potentially destroying its driver-based business model.

In late 2027, the Full unboxed manufacturing and continued 4680 scaling pushes Tesla toward sub-$25k vehicle goals. Tesla ...