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NEWS TAGGED TESLA
Friday 17 April 2026
Analysis: Intel, Musk advance TeraFab partnership, echoing Apple's TSMC shift

Tesla CEO Elon Musk has aligned his TeraFab megafab initiative with Intel, in a move that had been signaled in recent months.

Friday 17 April 2026
Tesla AI5 reaches tape-out; SK Hynix memory spotted in early sample

Tesla has reached the tape-out stage for its next-generation AI chip, AI5, marking a milestone in its in-house semiconductor development...

Friday 17 April 2026
Musk's foundry push forces chipmakers to rethink customer relationships
Elon Musk has said that the computing demands of Tesla, xAI, and SpaceX will far exceed current semiconductor supply capacity, arguing that existing production can meet only a fraction...
Thursday 16 April 2026
Tesla AI5 tape-out signals dual sourcing with Samsung, TSMC

Tesla has finalized the design of its next-generation AI5 chip, marking a milestone in its in-house semiconductor development. CEO Elon...

Wednesday 15 April 2026
Netherlands approves Tesla FSD, marking a key AI regulatory milestone in Europe
According to multiple reports, the Netherlands Vehicle Authority (RDW) has officially approved Tesla's full self-driving (FSD) software for use on public roads. This marks the first...
Sunday 12 April 2026
Tesla and SpaceX deepen vertical integration push for supply chain control
Under the leadership of Elon Musk, Tesla and SpaceX have stretched their ambitions across a widening array of industries — from robotaxis and the humanoid robot Optimus to low-Earth-orbit...
Friday 10 April 2026
Tesla reportedly turns back to affordable cars as growth slows

Tesla is developing a new, smaller and lower-cost electric sport utility vehicle, according to people familiar with the matter and the...

Thursday 9 April 2026
Nvidia demo highlights China's role in humanoid robot hardware

Nvidia, Google, and Tesla are driving the humanoid robotics race, but competition is shifting to the hardware supply chain. The US leads...

Wednesday 8 April 2026
Analysis: ASML earnings preview; SK Hynix and TeraFab already facing EUV capacity difficulties
Compared to short-term geopolitical turbulence, the AI megatrend represents a once-in-a-generation business opportunity. In the past, TSMC often took the lead during earnings season...
Wednesday 8 April 2026
Intel and Musk's Terafab revive IDM collaboration as chipmaker pushes turnaround
Intel's industrial ecosystem is converging on a vertically integrated chip model, as Intel joins the Terafab project led by SpaceX, xAI, and Tesla—marking both a revival of the...
Friday 3 April 2026
LG Energy Solution reportedly adopts new battery method for Tesla
LG Energy Solution has introduced a new "double stack" manufacturing process for prismatic batteries to be supplied to Tesla, according to South Korea's The Elec, as the battery...
Thursday 2 April 2026
Taiwan car market shows structural shifts, with Tesla deliveries surging
Taiwan's auto market showed strong momentum in March 2026, with total vehicle registrations reaching 39,318 units — a sharp 78.4% jump from February — signaling a broad...
Wednesday 1 April 2026
Arm, Tesla chip push reshuffles supply chains, lifts AI memory demand
Global technology and semiconductor companies are moving to build independent chip ecosystems to meet rising artificial intelligence (AI) demand, a shift that stands to reshape semiconductor...
Monday 30 March 2026
Analysis: Terafab's scale raises market doubts; is Elon Musk aiming to dominate chip supply chain?
Elon Musk recently announced the launch of the "Terafab" project, aiming to expand compute production capacity to 1 TW per year, which is about 50 times the current global compute...
Monday 30 March 2026
India roundup: India resets FDI policy as rising GPU costs reshape AI strategy
India is recalibrating FDI rules, semiconductor incentives and AI policy while expanding power capacity and attracting global players like Tesla, Keysight and DNP. Data center ambitions...