Recent #Tesla news in the semiconductor industry

4 months ago

➀ Tesla has automated the process of its vehicles autonomously driving from the factory floor to loading bays without human intervention, using its Full Self-Driving technology.

➁ The company posted to its Tesla AI account on X, showing it has automated the process that saves dozens of employees, and thousands of hours of time per year.

➂ In the video that Tesla shared, you can see the electric vehicles navigating intersections on their own, finding its way to an available bay, and parking itself.

AIAutomationFSDSelf-DrivingTesla
4 months ago

➀ Tesla unveils its new Model Y for 2025 with a redesigned exterior, improved aerodynamics, and enhanced features.

➁ The new Model Y includes updated wheels, retuned suspension, and a new interior with ambient lighting and refined materials.

➂ The vehicle offers up to 320 miles of range, frequent software updates, and access to 65,000+ Superchargers globally.

Model YTeslaautomotivegaming
5 months ago
➀ Goldman Sachs predicts Tesla's robotaxi business will begin commercial operations in late 2026, generating $115 million in revenue by 2027; ➁ Tesla will use remote assistance and geofencing to enhance performance but limit scaling; ➂ Elon Musk claims Tesla will be significantly safer than human drivers by 2025.
2026Commercial OperationsGeofencingGoldman SachsRemote AssistanceRobotaxiTesla
10 months ago
➀ Elon Musk unveils Tesla's new supercomputer cluster named 'Cortex' at Giga Texas, powered by 100,000 NVIDIA H100/H200 AI GPUs. ➁ The cluster is designed for video training of FSD and Optimus projects with massive storage requirements. ➂ The cooling system for the cluster is extensive, requiring 130MW of power and set to expand to over 500MW within 18 months.
NVIDIASupercomputingTesla
2 months ago
1. Tesla is expected to report its Q1 delivery numbers soon, with most analysts predicting a significant decline from the previous year's quarter. 2. Sales in Europe and China have significantly declined, potentially leading to Q1 deliveries below 300,000. 3. The autonomous driving bet is risky, with Tesla lagging behind Waymo in key metrics. 4. Tesla's energy segment is performing well, but it will take until the end of the decade to reach a 50% revenue share. 5. Forward earnings and revenue estimates vary greatly among analysts, indicating significant risk with the current stock price.
Financial AnalysisTeslaautomotive
3 months ago

➀ Researchers from RWTH Aachen University analyzed the battery designs of Tesla and BYD, two major players in the EV market, by disassembling their batteries.

➁ The study found that Tesla's batteries prioritize high energy density and performance, whereas BYD's focus on space efficiency and lower-cost materials.

➂ Despite differences, both batteries share some similarities such as using laser welding for connecting thin electrode foils.

BYDEVTeslaThermal Managementbattery
3 months ago
1. Tesla is facing significant challenges in international markets, which account for over 50% of its total sales. 2. In China, Tesla's sales declined by 11% in January, while BYD's sales increased by 50%. 3. Tesla's robotaxi project is facing technological hurdles, and any further delays could negatively impact the stock.
Tesla
3 months ago

➀ A Japanese group, allegedly including former Tesla director Hiro Mizuno and former Japanese Prime Minister Yoshihide Suga, has proposed a plan for Tesla to invest in Nissan.

➁ Both Mizuno and Suga have denied any involvement in the plan, and CEO Musk seems uninterested.

➂ The plan is based on the belief that Tesla wants to use Nissan's US factories to increase domestic production and avoid tariffs.

PartnershipTeslaautomotiveinvestment
3 months ago

➀ In 2024, EV and fuel cell vehicle sales grew by 25% to reach 16.9 million units, with China's market share expanding to 67%;

➁ Tesla maintained its top position in BEV sales, followed by BYD and SAIC-GM-Wuling, which saw significant growth;

➂ BYD dominated the PHEV segment with a 38% market share, and the industry is expected to see consolidation and potential mergers in 2025.

Automotive IndustryBYDChinaMarket ShareTechnology TrendsTeslaTrendForceelectric vehicles
4 months ago

➀ Jim Keller discusses his early work at DEC and AMD, focusing on the K8 architecture and his contributions to x86-64 and HyperTransport.

➁ Keller's experience at startup SiByte, including the development of network processors and his involvement with Andy Bechtolsheim and Cisco.

➂ His transition to Broadcom and the challenges of working in a larger company like Intel, where he learned about methodology and abstraction layers in computer design.

➃ Keller's time at P.A. Semi and his role in designing PowerPC processors, leading to the acquisition by Apple.

➄ His journey at Apple, from the first iPhone chip to the A-series processors, and the focus on performance and power efficiency.

➅ His return to AMD and the development of the Zen architecture, addressing the company's challenges and working with Global Foundries and TSMC.

➆ His move to Tesla and the development of the Hardware 3 chip for autonomous driving, followed by his transition to Intel and the challenges of managing a large engineering team.

➇ His current role at Tenstorrent AI, focusing on AI processors and software, and the company's mission to build a general-purpose computing platform.

AMDAppleArchitectureTeslajim keller