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Executive Summary
January’s WSTS Report saw a further $4.0 billion upward revision to last month’s reported numbers, bringing the total...
Mar 15, 2026
FWIW, Panasonic is still a large chunk of Tesla's battery business, even today, and are probably selling Tesla more cells than when the...
Mar 15, 2026
V
Japanese vendors are unlikely to fully back Elon Musk’s Terafab project, and the reason is simple: Panasonic. After overextending...
Mar 15, 2026
The talent exodus definitely hurts, but I think Daniel Nenni (as usual) hit it on the head - where Musk is learning how complex it is to...
Mar 15, 2026
The talent exodus definitely hurts, but I think Daniel Nenni (as usual) hit it on the head - where Musk is learning how complex it is to...
Mar 15, 2026
I'm no expert but perhaps Musk is doing some restructuring that is taking some more time and some serious redesign of AI6, and at the...
Mar 15, 2026
I'm no expert but perhaps Musk is doing some restructuring that is taking some more time and some serious redesign of AI6, and at the...
Mar 15, 2026
M
Stop Intel haters, this is misleading and false information.
Intel 18A is running out of capacity, ZERO leave, the CEO of Intel...
Mar 15, 2026
S
one of my startup 20 years ago closed door on 4/1. Of course, we all thought it is a management poorly placed joke :)
Mar 15, 2026
L
Just a bias check -- Electrek used to be fairly pro-Tesla a few years ago, but then when politics and company focused changed -- the...
Mar 15, 2026
Oh man, that would have been a good one! :LOL: Exciting times.......
Mar 15, 2026
There's probably an interesting Puts or Calls play on INTC tomorrow.
Mar 15, 2026
Just a bias check -- Electrek used to be fairly pro-Tesla a few years ago, but then when politics and company focused changed -- the...
Mar 15, 2026
I think we all saw this coming. And now Elon wants to build his own mega AI chip fabs to fix the Samsung situation? :ROFLMAO...
Mar 15, 2026
Tesla’s next-generation AI6 chi, the processor designed to power its autonomous vehicles, Optimus robots, and AI data center, has been...
Mar 15, 2026
Daniel Nenni posted the thread Let's Hope the AI Boom Keeps Rolling Collateral Damage Exposure in SemiWiki Main Forum ( Ask the Experts! ).Executive Summary January’s WSTS Report saw a further $4.0 billion upward revision to last month’s reported numbers, bringing the total...
Xebec replied to the thread Musk says Tesla's mega AI chip fab project to launch in seven days.FWIW, Panasonic is still a large chunk of Tesla's battery business, even today, and are probably selling Tesla more cells than when the...
user nl reacted to Xebec's post in the thread Tesla AI6 chip delayed ~6 months as Samsung 2nm production slips with
Like.
The talent exodus definitely hurts, but I think Daniel Nenni (as usual) hit it on the head - where Musk is learning how complex it is to...