Tesla, which adopts a vertical integration model to ensure a resilient and high-quality component supply, is looking to build a lithium lab for its lithium refining business.
Despite Tesla planning to sharply cut the use of SiC (silicon carbide) components in its future cars, SiC penetration in energy storage, renewable energy and charging pile applications...
Tesla, with its new factory for energy storage products in Shanghai, is eyeing closer ties with local industry supply chains in China, according to sources at Chinese power component...
South Korean president Yoon Suk Yeol met with Elon Musk on April 26, asking the Tesla CEO to build a gigafactory in the country. Yoon said South Korea will provide support for location...
Rumors concerning the real reasons behind Tesla's decision to announce a 75% cut in SiC use for its future EVs have recently emerged, with some sources saying it has a lot to do with...
Recently, rumors came out of the supply chain markets in China and Taiwan that in response to the price wars initiated by battery EV (BEV) leader Tesla in the first quarter of 2023,...
Some Taiwan-based IC design houses and other chip vendors in Japan and the US may cut their orders for semiconductor parts by 10-20% in the second quarter on top of weak demand in...
China- and Taiwan-based foundries have experienced cutbacks in automotive IC orders from not only their domestic fabless chipmakers but also customers in the US and Japan during the...
Tesla plans to scale up its capital expenditure in 2023 to ramp up production and product launch following its CEO Elon Musk's stated intention to continue the EV price war, pitting...
Tesla cut prices for electric vehicles sold in China, Japan, and South Korea earlier this year, and has recently initiated price cuts in additional markets including Germany, France,...
There is a likelihood for Tesla to see its gross margin fall below 20% sooner or later, according to sources in Taiwan's electric vehicle (EV) supply chain.
As Tesla continues to cut prices for its products worldwide, the world's largest BEV brand signaled that the price war would not end soon as the company can withstand more price cuts...
Tesla CEO Elon Musk has been eyeing the development of L4 to L5 high-end self-driving vehicles with the goal of rolling out driverless taxicabs (Robotaxi), while BYD chairman Wang...
Despite a slight correction in orders for automotive and industrial control applications, customers including IDMs are likely to restart their scramble for more supply of leadframes...
Shortages of automotive ICs have been significantly reduced since 2023, with variations in demand now serving as the primary driver, according to sources in the car industry supply...
