XL2CSOPTSLA(07766.HK)

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XL2CSOPTSLA
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Report: Samsung's U.S. factory will start EUV trial production in March, planning to mass-produce Tesla AI chips in the second half of the year

Samsung's factory in Taylor, Texas, is scheduled to begin trial operations of EUV equipment in March this year, aiming to prepare for mass production of Tesla's AI5/AI6 autonomous driving chips in the second half of 2026. The factory covers an area of approximately 4.85 million square meters and plans to shift from 4nm to a monthly production of 50,000 2nm wafers. Although Samsung's 2nm yield has improved to about 50%, it still lags behind Taiwan Semiconductor, and its technological maturity will directly impact the supply process for customers like Tesla. The second phase of the factory may commence production ahead of schedule due to increased orders

Wallstreetcn·
US
TSLL
-4.42%
US
TSLR
-4.55%
US
TSLA
-2.17%
Wallstreetcn·
US
TSLL
-4.42%
US
TSLR
-4.55%
US
TSLA
-2.17%

Major breakthrough in lithium batteries! Musk: Tesla achieves large-scale production of dry electrode batteries

Tesla CEO Elon Musk confirmed that the company has conquered and achieved the large-scale production of dry electrode technology, which he described as a "significant advancement" in lithium battery production technology. This technology eliminates traditional toxic solvents and expensive drying steps, significantly reducing manufacturing costs and energy consumption, and is expected to enhance battery energy density and lifespan. This will provide key support for Tesla to consolidate its cost and efficiency advantages in the electric vehicle and rapidly growing energy storage businesses

Wallstreetcn·
US
TSLR
-4.55%
US
TSLA
-2.17%
US
TSLL
-4.42%
Wallstreetcn·
US
TSLR
-4.55%
US
TSLA
-2.17%
US
TSLL
-4.42%

Elon Musk Says Tesla Will Restart Dojo3 Now That AI5 Chip Is Ready—Calls For Top Tech Talent To Join The Project

Elon Musk announced the revival of Tesla's Dojo3 supercomputer project, following progress on the AI5 chip. He is seeking top engineers to assist in developing high-volume chips for AI and self-driving technologies. The AI5 chip is a significant upgrade and will support Dojo3, which is crucial for training Tesla's machine learning models. Musk noted that the AI5 chip won't be mass-produced until mid-2027. Tesla shares have seen a decline of 9.49% in the past month, despite a 3.17% increase over the last year.

benzinga_article·
US
TSLA
-2.17%
US
TSDD
+4.49%
US
TSLL
-4.42%
benzinga_article·
US
TSLA
-2.17%
US
TSDD
+4.49%
US
TSLL
-4.42%

Tesla offsets decline in vehicle sales with energy storage business, halting production of Model S and Model X to focus on humanoid robot Optimus

Tesla announced its fourth-quarter results for last year, with revenue falling 3% to $24.901 billion, and electric vehicle deliveries continuing to decline. Adjusted net profit dropped 16% to $1.761 billion, while the energy business set a record, partially offsetting the downturn in the automotive sector. Musk announced the suspension of Model S and Model X production to free up capacity for the humanoid robot Optimus production line. Automotive revenue recorded $17.693 billion, a year-on-year decrease of 10%; revenue from energy and storage businesses increased by 25%. The Robotaxi service has begun removing human supervisors, with plans to launch driverless cars in major U.S. cities by the end of the year

Stheadline·
US
TSLQ
+4.32%
US
TSLL
-4.42%
US
TSLA
-2.17%
Stheadline·
US
TSLQ
+4.32%
US
TSLL
-4.42%
US
TSLA
-2.17%

Tesla conference call: Halting production of Model S/X to fully shift towards AI, releasing the third generation Optimus this quarter, and this year is a big capital expenditure year

Elon Musk announced the permanent cessation of production for the flagship Model S and Model X, freeing up capacity to build a production line for the Optimus robot with an annual output of one million units, and stated that China is the biggest competitor in the humanoid robot field. In addition, Tesla invested $2 billion in xAI to deepen its AI layout, with capital expenditures expected to exceed $20 billion in 2026, focusing on computing power infrastructure and self-developed chips. The Robotaxi fleet has surpassed 500 vehicles and will expand rapidly

Wallstreetcn·
US
TSLR
-4.55%
US
TSLA
-2.17%
US
TSLL
-4.42%
Wallstreetcn·
US
TSLR
-4.55%
US
TSLA
-2.17%
US
TSLL
-4.42%
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A $Tesla(TSLA.US)/SpaceX merger makes no sense mathematically for TSLA shareholders unless there are huge cost or revenue synergies for $Tesla(TSLA.US). The 35% dilution is just too great given the r...

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