

News
Tesla Cybertruck will spawn the first ‘Terafactory’ in the US
Tesla’s factories are unique in the way that they get more and more advanced with each iteration. From the Fremont factory to Gigafactory Berlin, Tesla’s facilities are getting progressively more sophisticated. This trend is set to continue with the company’s upcoming Cybertruck Gigafactory, which is poised to be formally announced in the near future.
During the first quarter earnings call, CEO Elon Musk and CFO Zachary Kirkhorn provided several interesting tidbits about an upcoming factory in the United States. The executives did not disclose what the facility will be used for, though previous tweets from Musk and wide speculation from the EV community suggest that it will be allotted for the production of the Cybertruck, and perhaps even the Semi.
According to Elon Musk, a formal announcement about the upcoming facility will be held as soon as May 2020. If Tesla is unable to meet this timeframe, Musk expects an announcement to be made within the next three months. He also mentioned that there would definitely be more Gigafactories that will be built within the next five years.
“I think we will announce the next Giga possibly as soon as a month. We may not — as soon as next month. This is not a prediction, just saying. That’s — that could happen. It will certainly be within three months and possibly one month. And that would be in the US. So as for how many will be in five years, I’m not — I don’t know right now what that number would be. I guess, several more than there are today. But I’m not sure, what exactly it would be in five years, but some number more than today,” Musk said.
Following Musk’s comments, Kirkhorn added that Tesla’s Gigafactories are getting larger. This is a notable observation, and it is definitely evident as seen in the company’s current projects. Plans for Gigafactory 3 in Shanghai show that the completed facility will be incredibly large, and Gigafactory 4 in Berlin is poised to be even bigger. Based on the CFO’s comments, it appears that the next factory in the US, which is possibly intended for the production of the Cybertruck, will be Tesla’s largest facility yet.
With this in mind, Musk stated that the upcoming facility might be so large, it would probably need to be called the “Terafactory” instead. “It could arguably — it could start being called ‘Tera,’” Musk said. This suggests that the upcoming facility will be absolutely massive, since the “tera” in its name would likely refer to the utilization or production of batteries with terawatt-hours of storage capacity per year. That’s a pretty insane number, though it is something that seems to be in line with Tesla’s overall goal of accelerating the world’s transition to sustainable energy.
A new “Terafactory” for Tesla would actually make sense for the Cybertruck’s production facility. Tesla is yet to announce the battery specs of its monster pickup, though its massive size and weight suggests that it will require a large battery pack to run. Apart from this, the facility could also be the possible production site for the Tesla Semi, another vehicle that will also require a massive battery pack. If speculations prove right and Tesla’s next factory will indeed be allotted for the Cybertruck and the Semi, then its “Terafactory” moniker will definitely be well-justified.
News
Tesla Model Y becomes dual champ in China’s vehicle sales rankings
The Model Y’s recent accomplishments suggest that Tesla really has created something special with the all-electric crossover.

The Tesla Model Y was recently deemed a double champion in China, with the all-electric crossover topping two notable sales charts in the country’s automotive sector.
The Model Y’s recent accomplishments suggest that Tesla really has created something special with the all-electric crossover, as it has continued to outsell even vehicles that are newer and more affordable.
Tesla China’s announcement
In a post on Weibo, Tesla China VP Grace Tao highlighted that the Model Y topped China’s sales of SUVs, as well as vehicles that are priced in the 200,000-400,000 yuan range. This is quite remarkable, as the Model Y is one of the more costly entries in both lists. She also invited everyone to try out the vehicle for themselves. “You will know the champion strength after a try,” the Tesla VP wrote.
For the first half of the year, the Tesla Model Y sold 171,491 units domestically in China. This number was enough to make it the country’s best-selling SUV and vehicle priced in the 200,000-400,000 yuan range, but it could still easily be higher in the second half of 2025.
This was because Tesla initiated a changeover in Gigafactory Shanghai to shift the facility’s Model Y line to the vehicle’s new iteration. Had Tesla sold the Model Y in full force during the first half of 2025 in China, the vehicle’s domestic sales figures would have been even more impressive.
Model Y L coming
Tesla China’s Model Y sales could see a notable boost in the second half of the year due to the addition of the Model Y L, an extended wheelbase version of the all-electric crossover. Tesla is yet to announce the details for the Model Y L, though the vehicle was listed in the MIIT regulatory catalog as a six-seater. This is game-changing, as the Model Y’s previous seven-seat configurations have caught criticism for being far too cramped and unusable for adults.
With the six-seat Model Y in the company’s lineup, Tesla would be able to compete with popular vehicles from rivals like BYD, which have made it a point to release spacious three-row vehicles that are designed to carry the whole family. Provided that the Model Y L is priced correctly, it could very well raise Tesla’s vehicle sales this year.
Investor's Corner
Tesla still poised to earn $3B in ZEV credits this year: Piper Sandler
Piper Sandler analyst Alex Potter maintained his $400 per share price target on TSLA stock.

Tesla (NASDAQ:TSLA) is still poised to earn about $3 billion in zero-emission vehicle (ZEV) credits this year despite growing concerns over policy shifts under United States President Donald Trump. This is, at least, according to Piper Sandler analyst Alex Potter, who maintained his $400 per share price target and “Overweight” rating on TSLA stock.
Tesla’s ZEV credit revenue
In a recent investor note, Potter acknowledged that Trump’s efforts to undo EV-related incentives could impact Tesla’s ZEV credit income. The analyst noted that these effects would likely not be too drastic, however, even if ZEV credits provide Tesla’s finances with a substantial boost. Last year, Tesla earned about $3.5 billion from regulatory credits, equal to nearly 100% of the company’s FY24 free cash flow, as noted in a Benzinga report.
Potter estimated that the impact of potential regulatory reversals from the Trump administration will likely not be immediate. “Tesla will still book around $3B in credits this year, followed by $2.3B in 2026,” the Piper Sandler analyst wrote.
Considering his reiterated $400 price target for Tesla stock, Potter seems to be expecting an upside of over 20% for the electric vehicle maker. It should be noted, however, that Tesla is a volatile stock by nature, so huge swings in stock price may happen even without material developments from the company.
Robotaxi developments
The Piper Sandler analyst also highlighted the progress of Tesla’s Full Self-Driving (FSD) program and Robotaxi developments as potential offsets to regulatory headwinds. Potter pointed to expanding operations in Austin and Tesla’s push to launch Robotaxi services in Phoenix and the Bay Area, pending regulatory approval.
“In our view, these favorable FSD-related developments are likely to overshadow any/all negative commentary arising from lower 2025/2026 estimates,” the analyst wrote.
In addition to rescinding ZEV programs, the Trump administration has proposed ending the $7,500 federal EV credit by September 2025 and rolling back Corporate Average Fuel Economy (CAFE) standards.
News
Tesla sees 9,900 new vehicle registrations in China in July’s third week
Tesla introduced minor updates to the Model 3 and Model Y long-range variants recently.

Tesla recorded 9,900 new vehicle insurance registrations in China during the week of July 14–20, a 19.3% decline from the 12,270 units that were listed in the prior week. The drop follows a sharp surge in early July, when registrations rose 145% week-over-week.
Weekly registrations dip after early July surge
Tesla’s drop in insurance registrations last week follows a notable spike earlier this month. During the week of July 7–13, the company registered 12,300 vehicles, up 145% from just 5,010 units the week before. That surge was largely driven by strong domestic demand for the locally produced Model Y crossover and Model 3 sedan, both built at Tesla’s Gigafactory Shanghai.
Tesla introduced minor updates to both long-range models recently, as well as a minor price increase for the Model 3. The Model Y’s pricing remained unchanged, a move that likely helped maintain momentum in the highly competitive Chinese EV market, as noted n a CNEV Post report. Despite the recent dip, the Model Y continues to lead Tesla’s local deliveries, highlighting its role as the company’s top seller in China.
June sales remain strong despite lower exports
Tesla’s June wholesale figures in China totaled 71,599 vehicles, up 0.83% year-over-year and 16.1% from May, according to the China Passenger Car Association (CPCA). Retail sales in the country reached 61,484 units, making June Tesla’s second-highest domestic month of the year, behind only March. The figures suggest that the Model Y and Model 3 are seeing some stable demand in China, despite emerging competition and pricing pressure in the local EV segment.
However, exports from Gigafactory Shanghai dropped to 10,115 units in June, down 13.9% from last year and over 56% from May. The shift suggests Tesla may be prioritizing domestic deliveries ahead of new product introductions. Tesla, after all, is expected to launch the six-seat variant of the Model Y, called the Model Y L, in China in the coming months.
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