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Ford doubles EV goal for 2023 and has a new semiconductor partner to help
Ford made several leaps forward in its push toward electric vehicles today. Ford CEO Jim Farley stated that the automaker has now doubled its electric vehicle production goals to 600,000 units by 2023. Ford also signed a non-binding contract with GlobalFoundries, a global leader in feature-rich semiconductor chip manufacturing.
CEO Jim Farley said yesterday that Ford would be increasing its EV production goal from 300,000 to 600,000 over the next two years, aiming to solidify the manufacturer’s position as #2 in the U.S. automotive industry behind Tesla. Farley expects the Mustang Mach-E, F-150 Lightning, and E-Transit van to be the three contributors to Ford’s imminently-expanding production goals.
“The demand is so much higher than we expected,” Farley said in regards to the growth of Ford’s electric lineup. “It’s a really new experience for this big company, trying to be agile. We had to approach it very differently than we’ve done capacity planning.”
We aim to become the 2nd biggest EV producer within the next couple years.
Then as the huge investments we’re making in EV and battery manufacturing come onstream and we rapidly expand our EV lineup, our ambition is for @Ford to become the biggest EV maker in the world.
— Jim Farley (@jimfarley98) November 18, 2021
Ford’s plans to be second-in-command of the U.S. EV sector could be challenged by General Motors, who has solidified plans to sell at least 1 million EVs by 2025. However, GM’s popular Bolt EV will be sidelined for the remainder of the year. GM’s GMC brand will have the Hummer EV releasing in the coming months to contribute, but a spokesman for the company said that General Motors was already approaching 300,000 sales globally through the first three quarters of 2021. Most of this could be attributed to the Chinese market, where GM’s joint venture with Wuling and SAIC has contributed a significant portion of these sales with the HongGuang Mini EV.
Ford’s plan will also have to involve strategies to alleviate any potential bottlenecks that could arise from the chip shortage. Ford signed a non-binding agreement with GlobalFoundries to develop “a strategic collaboration to advance semiconductor manufacturing and technology development within the United States, aiming to boost chip supplies for Ford and the U.S. automotive industry,” the company’s said. The development of collaborative semiconductor chip production efforts could bring in solutions for ADAS, battery management systems, and in-vehicle networking for automated and connected EVs.
Ford F-150 Lightning unveiled: Price, Release date, Range, Features and more
“It’s’ critical that we create new ways of working with suppliers to give Ford – and America – greater independence in delivering the technologies and features our customers will most value in the future,” Farley said about the partnership. “This agreement is just the beginning, and a key part of our plan to vertically integrate key technologies and capabilities that will differentiate Ford far into the future.”
Semiconductor shortages have plagued many automakers for much of 2021, except for Tesla, which has developed in-house alternatives. The auto industry will produce roughly 7.7 million fewer automobiles this year compared to 2020, according to AlixPartners. The shortage will cost the industry around $210 billion in revenue.
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Tesla has adjusted the functionality of a crucial climate feature as Winter weather has started to arrive throughout some parts of the United States. The new feature was highly requested by owners.
Tesla has a Cabin Overheat Protection feature that helps keep the temperature regulated if it reaches a certain threshold. Inversely, it can be used in cold weather as well, which will automatically warm the cabin if it sinks to a temperature that is too low for the owner’s comfort.
This is a great way to keep the cabin either warmed up just enough or cooled down just enough so that it never gets too hot or too cold. Extreme temperatures could damage certain parts of the vehicle or damage personal belongings that are kept inside the car.
Overheat protection is a great thing to have in hot climates like Arizona or Texas, especially with the Premium trims of the Model 3 and Model Y, which feature a glass roof.
Many owners appreciate the feature, but they argue that using it at home will utilize too much energy, especially during extreme temperatures. For a while, many Tesla fans have requested an option to disable this feature when the car is parked at home, which the company recently added, according to Not a Tesla App.
The feature is part of Software Version 2025.44.3, and the release notes state:
“You can now choose Exclude Home when Cabin Overheat Protection or No A/C is enabled.”
Tesla has been great at listening to what owners want with new features, and this is one that will reserve some charge and prevent unnecessary utilization of available power, especially as the car is parked at home. If owners want to condition the cabin or get the car ready for operation with a comfortable interior, they can utilize the Tesla app to adjust the climate.
Tesla CEO Elon Musk revealed today on the social media platform X that legacy automakers, such as Ford, General Motors, and Stellantis, do not want to license the company’s Full Self-Driving suite, at least not without a long list of their own terms.
“I’ve tried to warn them and even offered to license Tesla FSD, but they don’t want it! Crazy,” Musk said on X. “When legacy auto does occasionally reach out, they tepidly discuss implementing FSD for a tiny program in 5 years with unworkable requirements for Tesla, so pointless.”
I’ve tried to warn them and even offered to license Tesla FSD, but they don’t want it! Crazy …
When legacy auto does occasionally reach out, they tepidly discuss implementing FSD for a tiny program in 5 years with unworkable requirements for Tesla, so pointless. 🤷♂️
🦕 🦕
— Elon Musk (@elonmusk) November 24, 2025
Musk made the remark in response to a note we wrote about earlier today from Melius Research, in which analyst Rob Wertheimer said, “Our point is not that Tesla is at risk, it’s that everybody else is,” in terms of autonomy and self-driving development.
Wertheimer believes there are hundreds of billions of dollars in value headed toward Tesla’s way because of its prowess with FSD.
A few years ago, Musk first remarked that Tesla was in early talks with one legacy automaker regarding licensing Full Self-Driving for its vehicles. Tesla never confirmed which company it was, but given Musk’s ongoing talks with Ford CEO Jim Farley at the time, it seemed the Detroit-based automaker was the likely suspect.
Tesla’s Elon Musk reiterates FSD licensing offer for other automakers
Ford has been perhaps the most aggressive legacy automaker in terms of its EV efforts, but it recently scaled back its electric offensive due to profitability issues and weak demand. It simply was not making enough vehicles, nor selling the volume needed to turn a profit.
Musk truly believes that many of the companies that turn their backs on FSD now will suffer in the future, especially considering the increased chance it could be a parallel to what has happened with EV efforts for many of these companies.
Unfortunately, they got started too late and are now playing catch-up with Tesla, XPeng, BYD, and the other dominating forces in EVs across the globe.
Tesla is backtracking on a strange adjustment it made to its in-car Navigation feature after numerous complaints from owners convinced the company to make a change.
Tesla’s in-car Navigation is catered to its vehicles, as it routes Supercharging stops and preps your vehicle for charging with preconditioning. It is also very intuitive, and features other things like weather radar and a detailed map outlining points of interest.
However, a recent change to the Navigation by Tesla did not go unnoticed, and owners were really upset about it.
For trips that required multiple Supercharger stops, Tesla decided to implement a naming change, which did not show the city or state of each charging stop. Instead, it just showed the business where the Supercharger was located, giving many owners an unwelcome surprise.
However, Tesla’s Director of Supercharging, Max de Zegher, admitted the update was a “big mistake on our end,” and made a change that rolled out within 24 hours:
The naming change should have happened at once, instead of in 2 sequential steps. That was a big miss on our end. We do listen to the community and we do course-correct fast. The accelerated fix rolled out last night. The Tesla App is updated and most in-car touchscreens should…
— Max (@MdeZegher) November 20, 2025
The lack of a name for the city where a Supercharging stop would be made caused some confusion for owners in the short term. Some drivers argued that it was more difficult to make stops at some familiar locations that were special to them. Others were not too keen on not knowing where they were going to be along their trip.
Tesla was quick to scramble to resolve this issue, and it did a great job of rolling it out in an expedited manner, as de Zegher said that most in-car touch screens would notice the fix within one day of the change being rolled out.
Additionally, there will be even more improvements in December, as Tesla plans to show the common name/amenity below the site name as well, which will give people a better idea of what to expect when they arrive at a Supercharger.
Tesla adjusts crucial feature as winter weather arrives
Tesla CEO Elon Musk sends rivals dire warning about Full Self-Driving
