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Rising start up Lucid Motors with Tesla DNA lands Samsung SDI battery deal

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Lucid Motors in Arizona

Rising Silicon Valley-based Tesla rival, Lucid Motors, has just landed a battery supply deal with Samsung SDI. But first a little context on who Lucid Motors is.

Until a few months ago, Lucid Motors was better known as Atieva – the company best known for videos showing a Mercedes cargo van named Edna outgunning a Tesla Model S and a Ferrari in a drag race, helped by a 1,000 horsepower electric drivetrain.

Lucid Motors prototype in Los Angeles. Credit: Lucid Motors

Earlier this year, Jia Yueting, the high flying billionaire from China who is behind electric car company LeEco in his home country and Faraday Future in the United States, purchased a controlling interest in Atieva. In October, the company changed its name to Lucid Motors.

Since then, news about the company has been coming thick and fast. Lucid brought a lightly disguised four door sedan prototype to the Los Angeles Auto Show. The company says the car has a 1,000 horsepower fully electric powertrain and can go from 0-60 mph in 2.5 seconds. Lucid also claims the car will have a range of 400 miles, making it the long distance champion among electric cars currently available.

Shortly after the LA show, Lucid brought its prototype to Casa Grande, Arizona, a city southeast of Phoenix, to announce it would build a $700 million factory in the area. Arizona governor Doug Ducey was on hand to share the good news. Ducey and his administration were instrumental in getting the factory located in Arizona.

“It took a serious partnership of the state, county of Pinal, and city of Casa Grande to bring this deal together,” said Arizona Gov. Doug Ducey in an exclusive interview with the Phoenix Business Journal. “We made an extra effort to bring another major manufacturing facility to Arizona.”

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This week, Lucid announced it has landed Samsung SDI as the company’s battery supply partner. The company says that they are collaborating on “next-generation cylindrical cells that are able to exceed current performance benchmarks in areas such as energy density, power, calendar life and safety.” The cells are also being designed to withstand frequent rapid charging, which typically degrades conventional lithium ion batteries.

Lucid’s CTO and former chief Tesla engineer adds, “The breakthrough battery life demonstrated by the new cell from Samsung SDI will be of tangible benefit to our customers, particularly companies with ride-sharing services operating around the clock,”

Lucid Motors in Arizona

Lucid Motors prototype in Casa Grande, Arizona. Photo credit: Eric Jay Toll, Phoenix Business Journal.

Rawlinson went on to say that Lucid plans to begin manufacturing cars in 2018 and will begin raising funds to build its factory in early 2017.

Building a factory from scratch and getting a car into production in under two years seems like ambitious goals, especially if the money to do both has yet to be found. But the question remains, will this car ever see production? We might be forgiven for maintaining a “wait and see” attitude on that subject.

"I write about technology and the coming zero emissions revolution."

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SpaceX just locked up a NASA record no other U.S. spacecraft can touch

SpaceX’s Crew-13 Dragon reached the ISS in under eight hours, and NASA confirmed a record.

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SpaceX now owns every spot on the list of the five fastest trips a U.S. spacecraft has ever made to the International Space Station, and its newest entry beat the old mark by more than four hours.

Crew Dragon Grace docked to the forward port of the station’s Harmony module at 7:05 p.m. ET on October 1, just 7 hours and 55 minutes after lifting off from Space Launch Complex 40 at Cape Canaveral. NASA confirmed the milestone in a space station blog update, writing that the flight “marked the fastest launch‑to‑docking of a U.S. spacecraft in the history of the International Space Station.”

The previous U.S. record also belonged to Dragon. SpaceX’s uncrewed CRS-31 cargo mission reached the station in a little over 12 hours in November 2024. The fastest crewed trip before last week was Crew-11, which took 14 hours and 43 minutes in August 2025, according to Space.com.

A post that Elon Musk reposted on Monday filled out the rest of the ranking. Behind Crew-13, CRS-31 and Crew-11 sit Axiom’s Ax-2 mission at 15 hours and 35 minutes and NASA’s Crew-4 at 15 hours and 44 minutes. All five flew on Dragon.

SpaceX turned a heralding moment for Starship into its greatest

Crew-13 carried NASA astronauts Jessica Watkins and Luke Delaney, Canadian Space Agency astronaut Joshua Kutryk, and Roscosmos cosmonaut Sergey Teteryatnikov. NASA had projected a docking around 8 p.m. ET, as Teslarati reported the day before launch, and Dragon arrived nearly an hour early. Our launch day coverage noted that the flight was lined up to be the quickest Crew Dragon transit yet.

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The speed came from timing more than hardware. SpaceX’s Julianna Scheiman said the station “was in an opportune spot in space,” which let Dragon start closing the gap almost immediately after reaching orbit. “This is close to the fastest it could be,” she added. Most Crew Dragon flights still take close to a day, using a series of Draco thruster burns to raise and phase their orbit before arrival.

Dragon’s next job at the station is a departure. NASA said Monday it is targeting 8:05 a.m. ET on Wednesday, October 7, for Crew-12 to undock, setting up a splashdown off the coast of California around 11:34 a.m. on Thursday. Clearing that port makes room for CRS-35, a cargo Dragon carrying the final set of iROSA solar arrays.

Dragon remains NASA’s only operational ride to the station while Boeing’s Starliner stays grounded, and the agency recently added Crew-15, Crew-16 and Crew-17 to SpaceX’s contract in a $946 million modification.

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Elon Musk teases TSMC as potential Terafab partner

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SpaceX Terafab rendering
SpaceX Terafab rendering

Elon Musk has acknowledged that early discussions with Taiwan Semiconductor Manufacturing Company (TSMC) could bring the company into his ambitious Terafab semiconductor project, signaling a possible partnership with the world’s leading contract chipmaker.

Musk confirmed that early talks are underway, but as of right now, they are “just discussions.” There is no confirmation of a deal nor dismissal of the possibility of one, leaving open the prospect of one of the largest advanced-chip collaborations under discussion in the U.S.

The report that speculated on potential discussions between Terafab and TSMC comes from Tim Culpan, who outlined a few ways the collaboration could operate. One is TSMC using the project as an “anchor customer” for future facilities in Texas, potentially contributing process expertise, operational know-how, or capacity while Terafab provides capital, long-term purchase commitments, or both.

Tesla and SpaceX jointly developed the Terafab project, with Intel already participating on the tech side. Elon Musk announced the project in March, and it intends to produce more than one terawatt of AI compute capacity annually once fully built.

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Elon Musk’s Terafab project locks up massive new partner

Company statements place the first phase at approximately $16.8 billion in cost, with later filings pointing to a total that could reach well into the tens of billions across multiple stages.

Intel joined the effort in April 2026 and is expected to supply its 14A manufacturing process for the full-scale plant.

Musk has said existing suppliers, including Samsung and TSMC, remain important for near-term needs; Tesla already has production arrangements with Samsung for AI5 and AI6 chips, but that future demand from Optimus robots, Cybercab vehicles, and planned space-based data centers will eventually exceed what the global industry can currently deliver.

Terafab is positioned as the long-term answer to that projected shortfall, and Tesla did something similar during COVID to avoid a chip shortage. This is just a much larger-scale solution.

If the partnership were to materialize, it would add TSMC’s industry-leading strategies to a project that already combines Tesla’s and SpaceX’s capital and offtake with Intel’s process technology. For now, the only public confirmation is Musk’s brief acknowledgement that conversations are occurring.

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Tesla reveals early Robotaxi charging strategy, showing scrappy DNA

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Credit: Tesla

Tesla’s early strategy for charging units operating within its Robotaxi fleet reveals that the company surely has not lost any of that scrappy DNA that took it from an unlikely success story to the most valuable carmaker in the world.

An observer at a Tesla Supercharger in Austin spotted ten total Robotaxi vehicles arrive: one Cybercab and nine Model Y units. A Tesla employee was waiting at the lot and allowed each unit to park itself; every car that arrived had nobody in it.

Tesla wins FCC approval for wireless Cybercab charging system

The Tesla employee would walk around and plug each car in, adjusting the parking if needed:

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It’s a very interesting strategy, but extremely understandable at this early point in the Robotaxi program. It’s only been out for about 15 months, and Cybercab just entered the fleet in early September.

On top of that, Tesla is still working tirelessly on its wireless charging apparatus, and a new patent was just published regarding that product last week.

However, this is just another example of how Tesla still has plenty of that scrappy DNA leftover from the “production hell” days, when CEO Elon Musk slept on the floor of the factory, employees were working crazy hours, Tesla was building Sprung Structures to build cars in, and the company was tiptoeing on the brink of bankruptcy.

For now, Tesla is utilizing a simple system for recharging its ride-hailing vehicles, and that is a Tesla employee doing it manually until another solution presents itself. Sure, it’s not the most high-tech thing, and it certainly is not what people might have expected at this point in time, but it works, and it’s keeping the entire suite running.

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