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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...
Thursday 19 March 2026
Samsung maps out semiconductor strategy with multi-year contracts, Tesla chip on track for 2H27
At its recent annual shareholders meeting, Samsung Electronics addressed questions about the current memory market supercycle and shared insights into its semiconductor strategy amid...
Monday 16 March 2026
Tesla's Terafab project launches in five days in bold push into AI chip manufacturing: 200bn AI chips annually?
Tesla CEO Elon Musk said the company's Terafab Project, aimed at producing artificial intelligence (AI) chips, will launch in five days, signaling an expansion beyond Tesla's core...
Friday 13 March 2026
Tesla AI chip delay pushes South Korean NPU startup DeepX back six months
Tesla's next-generation AI processor schedule change has disrupted Samsung Electronics' foundry timelines, delaying mass-production plans for South Korean startup DeepX's next AI accelerator...
Thursday 12 March 2026
Inside Macrohard, Musk's AI venture built to run companies end-to-end
Elon Musk announced a joint venture between xAI and Tesla on March 11 aimed at building a system capable of emulating the operations of other companies. The move comes as autonomous...
Thursday 12 March 2026
Semco seen supplying ABF substrates for Tesla AI chips via Samsung foundry
Samsung Electro-Mechanics (Semco) is expected to supply ABF substrates for Tesla's next-generation artificial intelligence chips that Samsung Electronics plans to manufacture at its...
Tuesday 10 March 2026
LGES reportedly drops LG Chem cathodes, taps L&F for Tesla battery supply
LG Energy Solution (LGES) is reportedly preparing to replace cathode materials supplied by its parent company, LG Chem, in batteries destined for Tesla, opting instead for products...
Sunday 8 March 2026
SpaceX shifts from GaAs as scalable silicon and perovskite solar technologies advance
In early 2026, Tesla CEO Elon Musk visited China to inspect its solar supply chain, focusing on back-contact, heterojunction, and perovskite technologies. This move suggests a reevaluation...