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Hyundai, Kia agree to pump $16.5bn into EV production in South Korea

Credit: Hyundai

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Hyundai Motor Group and affiliate automaker Kia have agreed to spend $16.5 billion to produce electric vehicles at a new factory in South Korea.

Hyundai Motor Group, which includes Kia, Hyundai Motor, and Genesis, said the factory will build 150,000 vehicles every year, supplying Hyundai and Kia with enough volume to supply customers with EVs. The factory ultimately would increase annual EV production in South Korea to 1.44 million units by 2030. The companies are expected to build 350,000 cars in the country this year, a statement from Hyundai noted. The planned 1.44 million vehicle capacity by 2030 would account for about 45 percent of the two companies’ global EV production volume by that year, Automotive News reports.

The factory will be on Kia’s Hwaseong manufacturing campus, according to the automaker’s own press release on the subject. Construction is expected to begin as soon as the first half of next year, but production will not ultimately begin until the second half of 2025.

Recently, Hyundai launched the IONIQ 5, which has won numerous awards in the automotive industry. The company plans to build a new EV plant in the United States, and it could potentially land in Georgia where Kia already operates one of the country’s largest automotive manufacturing sites.

Kia has an exciting new model in the EV6, which has plans to be produced sometime next year and will compete with the many vehicles in the widely-popular SUV market.

Genesis also recently announced that it would launch the GV60 in the United States. The vehicle will come in two packages: Advanced and Performance. The Advanced starts at $58,890 and includes class-leading standard equipment and technologies. Equipped with Face Connect, a 12.3-inch digital cluster with Navigation, Vehicle-to-Load charging, premium audio from Bang & Olufsen, and more.

Hyundai Motor Group plans to sell over 3 million EVs every year by 2030 across the globe. Goal projections put the company at a 12 percent market share.

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla hiring Body Fit Technicians for Cybercab’s end of line

As per Tesla’s Careers website, Body Fit Technicians for the Cybercab focus on precision body fitment work, including alignment, gap and flush adjustments.

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Credit: Tesla/X

Tesla has posted job openings for Body Fit Technicians for the Cybercab’s end-of-line assembly, an apparent indication that preparations for the vehicle’s initial production are accelerating at Giga Texas. 

Body Fit Technicians for Cybercab line

As per Tesla’s Careers website, Body Fit Technicians for the Cybercab focus on precision body fitment work, including alignment, gap and flush adjustments, and certification of body assemblies to specification standards. 

Employees selected for the role will collaborate with engineering and quality teams to diagnose and correct fitment and performance issues and handle detailed inspections, among other tasks.

The listing noted that candidates should be experienced with automotive body fit techniques and comfortable with physically demanding tasks such as lifting, bending, walking, and using both hand and power tools. The position is based in Austin, Texas, where Tesla’s main Cybercab production infrastructure is being built.

Cybercab poised for April production

Tesla CEO Elon Musk recently reiterated that the Cybercab is still expected to start initial production this coming April. So far, numerous Cybercab test units have been spotted across the United States, and recent posts from the official Tesla Robotaxi account have revealed that winter tests in Alaska for the autonomous two-seater are underway. 

While April has been confirmed as the date for the Cybercab’s initial production, Elon Musk has also set expectations about the vehicle’s volumes in its initial months. As per the CEO, the Cybercab’s production will follow a typical S-curve, which means that early production rates for the vehicle will be very limited. 

“Initial production is always very slow and follows an S-curve. The speed of production ramp is inversely proportionate to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow, but eventually end up being insanely fast,” Musk wrote in a post on X.

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Swedish unions consider police report over Tesla Megapack Supercharger

The Tesla Megapack Supercharger opened shortly before Christmas in Arlandastad, outside Stockholm.

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Credit: Tesla Charging/X

Swedish labor unions are considering whether to file a police report related to a newly opened Tesla Megapack Supercharger near Stockholm, citing questions about how electricity is supplied to the site. The matter has also been referred to Sweden’s energy regulator.

Tesla Megapack Supercharger

The Tesla Megapack Supercharger opened shortly before Christmas in Arlandastad, outside Stockholm. Unlike traditional charging stations, the site is powered by an on-site Megapack battery rather than a direct grid connection. Typical grid connections for Tesla charging sites in Sweden have seen challenges for nearly two years due to union blockades.

Swedish labor union IF Metall has submitted a report to the Energy Market Inspectorate, asking the authority to assess whether electricity supplied to the battery system meets regulatory requirements, as noted in a report from Dagens Arbete (DA). The Tesla Megapack on the site is charged using electricity supplied by a local company, though the specific provider has not been publicly identified.

Peter Lydell, an ombudsman at IF Metall, issued a comment about the Tesla Megapack Supercharger. “The legislation states that only companies that engage in electricity trading may supply electricity to other parties. You may not supply electricity without a permit, then you are engaging in illegal electricity trading. That is why we have reported this… This is about a company that helps Tesla circumvent the conflict measures that exist. It is clear that it is troublesome and it can also have consequences,” Lydell said.

Police report under consideration

The Swedish Electricians’ Association has also examined the Tesla Megapack Supercharger and documented its power setup. As per materials submitted to the Energy Market Inspectorate, electrical cables were reportedly routed from a property located approximately 500 meters from the charging site.

Tomas Jansson, ombudsman and deputy head of negotiations at the Swedish Electricians’ Association, stated that the union was assessing whether to file a police report related to the Tesla Megapack Supercharger. He also confirmed that the electricians’ union was coordinating with IF Metall about the matter. “We have a close collaboration with IF Metall, and we are currently investigating this. We support IF Metall in their fight for fair conditions at Tesla,” Jansson said.

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Tesla HW4.5 spotted in new Model Y, triggers speculation

Owners taking delivery of recent Model Y builds have identified components labeled “AP45.”

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Credit: Tesla

Tesla’s Hardware 4.5 computer appears to have surfaced in newly delivered Model Y vehicles, prompting fresh speculation about an interim upgrade ahead of the company’s upcoming AI5 chip.

Owners taking delivery of recent Model Y builds have identified components labeled “AP45,” suggesting Tesla may have quietly started rolling out revised autonomy hardware.

Hardware 4.5 appears in new Model Y units

The potential Hardware 4.5 sighting was first reported by Model Y owner @Eric5un, who shared details of a Fremont-built 2026 Model Y AWD Premium delivered this January. As per the Model Y owner, the vehicle includes a new front camera housing and a 16-inch center display, along with an Autopilot computer labeled “AP45” and part number 2261336-02-A.

The Tesla owner later explained that he confirmed the part number by briefly pulling down the upper carpet liner below the Model Y’s glovebox. Other owners soon reported similar findings. One Model Y Performance owner noted that their December build also appeared to include Hardware 4.5, while another owner of an Austin-built Model Y Performance reported spotting the same “AP45” hardware.

These sightings suggest that Tesla may already be installing revised FSD computers in its new Model Y batches, despite the company not yet making any formal announcements about Hardware 4.5.

What Hardware 4.5 could represent

Clues about Hardware 4.5 have surfaced previously in Tesla’s Electronic Parts Catalog. As reported by NotATeslaApp, the catalog has listed a component described as “CAR COMPUTER – LEFT HAND DRIVE – PROVISIONED – HARDWARE 4.5.” The component, which features the part number 2261336-S2-A, is priced at $2,300.00.

Longtime Tesla hacker @greentheonly has noted that Tesla software has contained references to a possible three-SoC architecture for some time. Previous generations of Tesla’s FSD computer, including Hardware 3 and Hardware 4, use a dual-SoC design for redundancy. A three-SoC layout could allow for higher inference throughput and improved fault tolerance.

Such an architecture could also serve as a bridge to AI5, Tesla’s next-generation autonomy chip expected to enter production later in 2026. As Tesla’s neural networks grow larger and more computationally demanding, Hardware 4.5 may provide additional headroom for vehicles built before AI5 becomes widely available.

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