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GM says EV battery training delays will push 400k EV goal back one year
General Motors said hiring and training delays in its battery manufacturing efforts will push back its goal of building 400,000 EVs in North America by 2023 back one year to 2024.
“All of our 2023 launches are progressing well. However, due to a slightly slower launch of cell and pack production than we expected, our plan is now to produce 400,000 EVs in North America over the course of 2022, 2023, and the first half of 2024,” GM CEO Mary Barra told investors during the company’s Earnings Call on Tuesday, according to BI.
Barra said the “slightly slower launch of cell and pack production” was caused by GM’s struggle to hire and train 1,000 new workers at its EV battery production plant in Warren, Ohio.
The hiring and training efforts were taking “a little longer than expected,” and will push the company’s goal of selling 400,000 EVs in North America through 2023 back to early 2024.
GM also has goals to build one million EVs in North America by 2025, but this goal has not been affected by the hiring troubles. GM still maintains this goal, as of now, and has several competitive offerings that are set to be released in the next year.
From the Chevrolet Silverado EV and recently unveiled GMC Sierra EV, to the best-in-class pricing of the 2023 Bolt EV and EUV, GM has price points and production output projections that should set the automaker up for a prime position as a top 5 manufacturer in the EV sector within the next ten years. However, the company has struggled to launch some of its EVs. The most notable example is the HUMMER EV from its GMC brand, which has struggled to sell.
GM recently delayed production of the HUMMER EV until 2023, opting to upgrade its Factory Zero facility in Michigan for a more substantial electric vehicle production push in 2023.
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Tesla announces closure date on widely controversial Full Self-Driving program
Tesla has said that it will officially bring closure to its free Full Self-Driving transfer program on March 31, 2026, giving owners until the end of the quarter to move their driving suite to another vehicle with no additional cost.
Tesla has officially announced a closure date for a widely controversial Full Self-Driving program, which has been among the most discussed pieces of the driving suite for years.
The move comes just after the company confirmed it would no longer offer the option to purchase the suite outright, instead opting for a subscription-based platform that will be available in mid-February.
Tesla has said that it will officially bring closure to its free Full Self-Driving transfer program on March 31, 2026, giving owners until the end of the quarter to move their driving suite to another vehicle with no additional cost.
NEWS: Tesla has started to inform customers in the U.S. that free FSD transfer will end on March 31, 2026.
Tesla has previously said free FSD transfers would end “that quarter,” but this is the first time in many quarters they’ve communicated a specific end date. Time will tell… pic.twitter.com/iCKDvGuBds
— Sawyer Merritt (@SawyerMerritt) January 18, 2026
After that date, Tesla owners who purchased the FSD suite outright will have to adopt the exclusive subscription-only program, which will be the only option available after February 14.
CEO Elon Musk announced earlier this month that Tesla would be ending the option to purchase Full Self-Driving outright, but the reasoning for this decision is unknown.
However, there has been a lot of speculation that Tesla could offer a new tiered program, which would potentially lower the price of the suite and increase the take rate.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Others have mentioned something like a pay-per-mile platform that would charge drivers based on usage, which seems to be advantageous for those who still love to drive their cars but enjoy using FSD for longer trips, as it can take the stress out of driving.
Moving forward, Tesla seems to be taking any strategy it can to increase the number of owners who utilize FSD, especially as it is explicitly mentioned in Musk’s new compensation package, which was approved last year.
Musk is responsible for getting at least 10 million active Full Self-Driving subscriptions in one tranche, while another would require the company to deliver 20 million vehicles cumulatively.
The current FSD take rate is somewhere around 12 percent, as the company revealed during the Q3 2025 Earnings Call. Tesla needs to bump this up considerably, and the move to rid itself of the outright purchase option seems to be a move to get things going in the right direction.
News
Tesla Model Y leads South Korea’s EV growth in 2025
Data from the Korea Automobile and Mobility Industry Association showed that the Tesla Model Y emerged as one of the segment’s single biggest growth drivers.
South Korea’s electric vehicle market saw a notable rise in 2025, with registrations rising more than 50% and EV penetration surpassing 10% for the first time.
Data from the Korea Automobile and Mobility Industry Association showed that the Tesla Model Y, which is imported from Gigafactory Shanghai, emerged as one of the segment’s single biggest growth drivers, as noted in a report from IT Home News.
As per the Korea Automobile and Mobility Industry Association’s (KAMA) 2025 Korea Domestic Electric Vehicle Market Settlement report, South Korea registered 220,177 new electric vehicles in 2025, a 50.1% year-over-year increase. EV penetration also reached 13.1% in the country, entering double digits for the first time.
The Tesla Model Y played a central role in the market’s growth. The Model Y alone sold 50,397 units during the year, capturing 26.6% of South Korea’s pure electric passenger vehicle market. Sales of the Giga Shanghai-built Model Y increased 169.2% compared with 2024, driven largely by strong demand for the all-electric crossover’s revamped version.
Manufacturer performance reflected a tightly contested market. Kia led with 60,609 EV sales, followed closely by Tesla at 59,893 units and Hyundai at 55,461 units. Together, the three brands accounted for nearly 80% of the country’s total EV sales, forming what KAMA described as a three-way competitive market.
Imported EVs gained ground in South Korea in 2025, reaching a market share of 42.8%, while the share of domestically produced EVs declined from 75% in 2022 to 57.2% last year. Sales of China-made EVs more than doubled year over year to 74,728 units, supported in no small part by Tesla and its Model Y.
Elon Musk, for his part, has praised South Korean customers and their embrace of the electric vehicler maker. In a reply on X to a user who noted that South Koreans are fond of FSD, Musk stated that, “Koreans are often a step ahead in appreciating new technology.”
News
Samsung’s Tesla AI5/AI6 chip factory to start key equipment tests in March: report
Samsung Electronics seems to be ramping its efforts to start operations at its Taylor, Texas semiconductor plant.
Samsung Electronics seems to be ramping its efforts to start operations at its Taylor, Texas semiconductor plant, which will produce Tesla’s next-generation AI5 chip.
Preparing for Tesla’s AI5/AI6 chips
As per a report by Sina Finance, Samsung Electronics is looking to begin trial operations of extreme ultraviolet (EUV) lithography equipment at its Taylor facility in March. These efforts are reportedly intended to support the full production of Tesla’s AI5 chips starting in the latter half of 2026.
The Taylor factory, Samsung’s first wafer fabrication plant in the United States, covers roughly 4.85 million square meters and is nearing completion. Media reports, citing contractors, have estimated that about 7,000 workers now work on the factory, about 1,000 of whom are reportedly working from the facility’s office building.
Samsung is reportedly preparing to apply for a temporary occupancy permit, which would allow production to begin before the plant is fully completed.
Tesla’s aggressive AI chip roadmap
Elon Musk recently stated that Tesla’s next-generation AI5 chip is nearly complete, while early development on its successor, AI6, is already underway. Musk shared the update in a post on X, which also happened to be a recruiting message for engineers.
As per Musk, Tesla is looking to iterate its in-house AI chips on an accelerated timeline, with future generations, including AI7, AI8, and AI9, targeting a roughly nine-month design cycle. He also stated that the rapid cadence could allow Tesla’s chips to become the highest-volume AI processors in the world.
Previous reports have indicated that Samsung Electronics would be manufacturing Tesla’s AI5 chip, alongside its rival, Taiwan Semiconductor Manufacturing Company (TSMC). The two suppliers are expected to produce different versions of Tesla’s AI5 chip, with TSMC using a 3nm process and Samsung targeting 2nm production.
Tesla announces closure date on widely controversial Full Self-Driving program
Tesla Model Y leads South Korea’s EV growth in 2025
