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Ford layoffs increased at two plants due to ongoing UAW strikes

Credit: WMrapids, CC0, via Wikimedia Commons

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Workers represented by the United Auto Workers (UAW) have been striking against the Big Three (Ford, General Motors (GM) and Stellantis) for over a month now, and layoffs due to supply chain disruptions have also been ongoing. In the latest round of layoffs, announced this week, Ford has let go of an additional 364 workers across two states, citing a reduction in parts demand as a result of the strikes.

Ford said on Friday it would lay off 354 workers at its Sharonville, Ohio Transmission Plant and 10 employees at its Rawsonville Components Plant in Ypsilanti, Michigan, according to a report from the Detroit Free Press.

The layoffs are due to Ford needing to reduce part production at the plants, which would typically ship components to the automaker’s Kentucky Truck Plant. The UAW’s strikes earlier this month targeted the Kentucky factory, resulting in a walkout of around 9,000 workers. According to Ford, the Sharonville and Rawsonville plants have already faced layoffs, bringing their total number of laid-off workers to 660 and 45, respectively.

“Our production system is highly interconnected, which means the UAW’s targeted strike strategy has knock-on effects for facilities that are not directly targeted for a work stoppage,” said Ford spokesperson Dan Barbossa.

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The news comes after the strikes have sent ripple effects across the industry, with this being just the latest resulting layoffs. GM and Ford laid off around 500 workers across four production facilities earlier this month, and last month, GM was forced to shut down a Kansas facility employing roughly 2,000 people.

The strikes, now in their sixth week, include a total of 16,600 workers across three Ford factories in Michigan, Illinois and Kentucky, along with roughly 3,100 layoffs at 10 sites related to the labor effort.

Stellantis cancels CES 2024 plans in the wake of UAW strike

The news also comes after Bill Ford, Executive Chair and great-grandson of founder Henry Ford, made a public call to end contract negotiations earlier this week.

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Currently, over 34,000 members of the UAW are striking against the three automakers. The UAW represents nearly 150,000 workers across the three companies, and further strikes could be on the table if more progress isn’t made on contracts.

On Friday, UAW President Shawn Fain warned of even further walkouts, as detailed in a report from Reuters, despite recent progress made in contract offers with the Big Three.

The automakers have agreed to a 23-percent wage increase over the contract’s four-year period, though Fain told union members that “there is more to be won.” GM and Ford have also said their cost-of-living adjustments (COLA) have increased overall compensation in the offers to over 30 percent.

“We’re striking the Big Three like we’ve never struck before,” Fain told members. “These extremely profitable companies have more to give.”

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Still, even Fain said that strikes were nearing the end as some members urged the union to hold a vote on current offers. The UAW president responded, encouraging the members not to give in to “fear, uncertainty, doubt and division” on the negotiations. However, he also said the union was “eager to conclude these negotiations.”

“Right before a deal is when there’s the most aggressive push for that last mile,” Fain added.

Watch UAW President Shawn Fain’s update on the negotiations below, as shared on YouTube on Friday.

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What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.

Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Elon Musk teases expectations for Tesla’s AI6 self-driving chip

This optimistic timeline for tape-out—the stage where chip design is finalized before manufacturing—signals Tesla’s push to rapidly advance its silicon capabilities.

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Credit: Grok

Tesla CEO Elon Musk is outlining expectations for the AI6 self-driving chip, which is still two generations away. Despite this, it is already in the plans of the company and its serial entrepreneur CEO, who has high expectations for it.

Musk provided fresh details on the company’s aggressive AI hardware roadmap, spotlighting the upcoming AI6 chip designed to supercharge Tesla’s self-driving tech, humanoid robots, and data center operations.

In a post on X dated March 19, Musk stated, “With some luck and acceleration using AI, we might be able to tape out AI6 in December.”

This optimistic timeline for tape-out—the stage where chip design is finalized before manufacturing—signals Tesla’s push to rapidly advance its silicon capabilities.

The announcement builds on progress with the predecessor AI5. Earlier in January, Musk announced that the AI5 design was “in good shape” and “almost done,” describing it as an “existential” project for the company that demanded his personal attention on weekends.

He characterized AI5 as roughly equivalent to Nvidia’s Hopper class performance in a single system-on-chip (SoC) and Blackwell-level as a dual configuration, but at significantly lower cost and power usage.

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Elon Musk is setting high expectations for Tesla AI5 and AI6 chips

Musk highlighted that AI5 “will punch far above its weight” thanks to Tesla’s co-designed AI software and hardware stack, making maximal use of every circuit. While capable of data center training tasks, it is primarily optimized for edge computing in Optimus robots and Robotaxi vehicles.

For AI6, Musk envisions substantial gains. “In the same half reticle and same process node, we think a single AI6 chip has the potential to match a dual SoC AI5,” he explained.

The company is targeting ambitious nine-month development cycles for future chips, allowing rapid iteration to AI7, AI8, and beyond. AI5/AI6 engineering remains Musk’s top time allocation at Tesla, with the CEO calling AI5 “good” and AI6 “great.”

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Samsung is expected to manufacture the AI6 chips, following deals worth billions, while AI5 will leverage TSMC and Samsung production. These chips will form the backbone of Tesla’s Full Self-Driving system, enabling safer and more capable autonomy, alongside powering dexterous movements in Optimus bots and efficient inference in expanding data centers.

Tesla to discuss expansion of Samsung AI6 production plans: report

Musk has also restarted work on the Dojo 3 supercomputer project now that AI5 is progressing. Long-term plans include in-house manufacturing via the Terafab facility.

By accelerating chip development with AI tools, Tesla aims to reduce dependence on third-party GPUs and deliver high-performance, energy-efficient solutions tailored to its ecosystem. Success with AI6 could mark a major milestone in Tesla’s journey toward full autonomy and robotics leadership, though timelines remain subject to manufacturing realities.

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SpaceX is quietly becoming the U.S. Military’s only reliable rocket

Space Force drops ULA for SpaceX on GPS launch after Vulcan rocket anomaly investigation halts flights.

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The U.S. Space Force announced today it is switching an upcoming GPS III satellite launch from United Launch Alliance’s Vulcan rocket to a SpaceX Falcon 9, a move that is as much a reflection of Vulcan’s mounting problems as it is a validation of SpaceX’s growing dominance in national security space launch. The GPS III Space Vehicle 09, originally contracted to fly on Vulcan this month, will now target a late April liftoff on Falcon 9, marking the fourth consecutive GPS III satellite the Space Force has moved to SpaceX after contracts were originally awarded to ULA.

The immediate trigger is a solid rocket motor anomaly that occurred on February 12 during Vulcan’s USSF-87 mission. Although the payloads reached orbit and ULA declared the mission successful, the company characterized the malfunction as a “significant performance anomaly” and has since paused all military launches on Vulcan pending a root cause investigation.

“With this change, we are answering the call for rapid delivery of advanced GPS capability while the Vulcan anomaly investigation continues,” said Systems Delta 81 Commander Col. Ryan Hiserote. “We are once again demonstrating our team’s flexibility and are fully committed to leverage all options available for responsive and reliable launch for the Nation.”

The broader reality is that SpaceX’s reliability record and launch cadence have made it the path of least resistance for the Pentagon, and bodes well with Elon Musk’s plans to IPO SpaceX sometime this year. Its Falcon 9 is the most flight-proven rocket in history, and the Space Force’s Rapid Response Trailblazer program was specifically designed to enable exactly this kind of provider swap for GPS missions, and effectively building SpaceX’s flexibility into the national security launch architecture by design.

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SpaceX IPO is coming, CEO Elon Musk confirms

For ULA, the stakes are existential. The company entered 2026 with aspirations of finally turning a corner after years of Vulcan delays, with interim CEO John Elbon pointing to a backlog of over 80 missions as reason for optimism. Meanwhile, SpaceX’s contracts with the Space Force have given it a formal pathway to take on even more national security launches going forward.

The significance of today’s announcement extends beyond one satellite swap. It reinforces that America’s most critical space infrastructure, including GPS, missile warning, and beyond, is increasingly dependent on a single commercial provider.

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Tesla Full Self-Driving gets huge breakthrough on European expansion

All documentation for UN R-171 approval and Article 39 exemptions has been submitted, with RDW now conducting its internal review. Approval in the Netherlands is expected on April 10, shifted from the original March 20 target, following 18 months of rigorous collaboration.

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Credit: Tesla

Tesla Full Self-Driving has gotten a huge breakthrough as the company is still planning big things for its European expansion, hoping to bring the impressive platform into the continent after years of attempts.

Tesla Europe has announced a major breakthrough: the company has officially completed the final vehicle testing phase for Full Self-Driving (Supervised) in partnership with the Dutch vehicle authority RDW.

All documentation for UN R-171 approval and Article 39 exemptions has been submitted, with RDW now conducting its internal review. Approval in the Netherlands is expected on April 10, shifted from the original March 20 target, following 18 months of rigorous collaboration.

The process has been exhaustive. Tesla said it has logged more than 1.6 million kilometers of FSD (Supervised) testing on European roads, conducted over 13,000 customer ride-alongs, executed 4,500+ track test scenarios, produced thousands of pages of documentation covering 400+ compliance requirements, and completed dozens of independent safety studies.

The company expressed pride in the partnership and anticipation of bringing the feature to “patient EU customers” soon after approval.

Europe’s regulatory landscape has presented steep challenges for Tesla’s advanced driver-assistance systems. The EU enforces some of the world’s strictest safety standards under the United Nations Economic Commission for Europe framework, particularly UN Regulation 171 on Driver Control Assistance Systems.

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Unlike the more permissive U.S. environment, European rules historically limited system-initiated maneuvers, required constant driver supervision, and demanded country-by-country or bloc-wide exemptions. Tesla faced repeated delays, with initial February 2026 targets pushed back amid RDW’s insistence that safety, not public or corporate pressure, would govern timelines.

Tesla Europe builds momentum with expanding FSD demos and regional launches

A former Tesla executive warned in 2024 that certain regulatory elements could slip to 2028, highlighting bureaucratic hurdles, extensive audits, and the need for harmonized data privacy and liability frameworks across fragmented member states.

Yet progress is accelerating. Amendments to UN R-171 adopted in 2025 now permit hands-free highway lane changes and other automated features, clearing technical barriers. Once the Netherlands grants national approval, mutual recognition allows other EU countries to adopt it immediately, potentially leading to an EU-wide rollout by summer 2026.

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This European breakthrough is part of Tesla’s broader push into foreign markets. Full Self-Driving (Supervised) is already live in the United States and expanding rapidly.

In China, where partial approvals exist, CEO Elon Musk has targeted full rollout around the same February–March 2026 window, despite lingering data-security reviews.

Additional markets, including the UAE, are slated for early 2026 launches. These expansions are critical as Tesla seeks to monetize software amid softening EV demand globally.

For European Tesla owners, the wait appears nearly over. Approval would unlock advanced autonomy features that have long been available elsewhere, marking a pivotal step in Tesla’s global autonomy ambitions and reinforcing its commitment to navigating complex international regulations.

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