According to Mydrivers, citing Not a Tesla App, Tesla is reportedly preparing to produce its next-generation FSD (Full-Self Driving) chip—internally referred to as AI5 or HW5—with TSMC as its foundry partner. Rumor has it that Tesla is planning to use TSMC's 3nm (N3P) process, as Notebookchec...

According to a report from Nikkei, production at Panasonic Holdings’ second U.S. battery plant in Kansas—originally scheduled to begin by March—could now start as early as July. However, built to supply Tesla, the facility remains subject to uncertainty due to potential tariff impacts under Pr...

According to a report from iFeng News, Tesla China states that more than 95% of the components used in every Model 3 and refreshed Model Y are currently sourced in China, underscoring the company’s deep integration with China's local supply chain. As highlighted by Reuters, Tesla produces Model...

China has recently introduced a new round of rare earth export controls. As reported by Reuters, Tesla CEO Elon Musk states on Tuesday that production of the company’s Optimus humanoid robots is being impacted by China’s restrictions on rare earth magnets. Musk previously states that he expects ...

Trump’s tariffs have created significant uncertainty in the market. According to CNBC, investors are closely watching how tariff-related risks may impact their operation and capex. The following highlights key points to watch ahead of upcoming earnings calls from Tesla, Meta, Microsoft, Amazon, Ap...