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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...
Saturday 28 March 2026
Can Tesla's Terafab revive US semiconductor manufacturing?
Elon Musk, CEO of Tesla, announced in mid-March that he would launch the Terafab megafab project within seven days, and on March 21 confirmed that the facility will be built in Austin,...
Thursday 26 March 2026
Chinese EV makers edge out Tesla in Europe's budget market
Europe's new car market posted modest growth in February 2026. BEV and PHEV sales drove the gains, while internal combustion engine (ICE) models continued to lose ground. Chinese automakers...
Thursday 26 March 2026
Analysis: Tesla's Terafab being near Samsung's Taylor fab illustrates Musk's strategy shift
Elon Musk recently announced the launch of the "Terafab" project, selecting Austin, Texas, as its first site, with plans to build a fully integrated semiconductor supply chain covering...
Wednesday 25 March 2026
Commentary: How Taiwan's chip talent flow is shifting—lessons from SMIC and Terafab
Tesla CEO Elon Musk has launched the "Terafab" 2nm wafer fab project and initiated a global recruitment drive targeting high-level semiconductor talent, including engineers from Taiwan...
Wednesday 25 March 2026
Tesla prepares to enter India's industrial energy storage market
Tesla is preparing to enter India's industrial energy storage market, according to a job advertisement posted on the company's careers website and reported by Reuters. The...
Wednesday 25 March 2026
Exclusive: Tesla and SpaceX pursue dual solar strategy on Earth and in orbit
Chinese solar supply chain companies say that Tesla and SpaceX, both led by Elon Musk, are quietly building a dual-track solar strategy spanning Earth and space, an emerging structure...
Monday 23 March 2026
Can Elon Musk's Terafab turn chip independence into reality—or is it too ambitious to succeed?
Elon Musk has unveiled one of his most ambitious industrial visions yet: a "Terafab" that would allow Tesla and SpaceX to design and manufacture their own semiconductors for artificial...
Saturday 21 March 2026
Tesla's US$4 billion battery deal signals a shift away from China

US government disclosures have cast rare light on one of the electric vehicle (EV) industry's most closely guarded supply chains, confirming...

Friday 20 March 2026
Samsung foundry shows signs of stabilization as Nvidia, Tesla orders underscore AI chip capabilities

Samsung Electronics' foundry business is showing signs of stabilization after a sustained period of market share decline, as new orders...

Thursday 19 March 2026
US reveals Tesla battery deal with LG, lifting veil on supply chain
US government disclosures have shed unusual light on a closely guarded corner of the electric vehicle supply chain, confirming that LG Energy Solution signed a battery supply agreement...