News
Tesla Giga Shanghai to take two-day break amid China’s fresh wave of Covid cases
Tesla’s primary vehicle export hub, Gigafactory Shanghai, is suspending its operations for two days. The halt comes as China deals with its latest Covid outbreak, which has forced the country to adopt stringent safety restrictions once more. The temporary pause in the massive electric vehicle production facility’s operations was shared in a notice sent internally and to the company’s suppliers.
Considering that Gigafactory Shanghai operates around the clock, the loss of two days’ worth of production would likely result in the company missing some of its output for this month. Provided that the facility could resume operations without delays following the two-day shutdown, Giga Shanghai may be able to match or perhaps slightly exceed its numbers from last month. Tesla China delivered 56,515 vehicles, including 33,315 that were exported, in February 2022.
The notice, which was sent on Wednesday and reviewed by Reuters, stated that the pause in Gigafactory Shanghai would last from Wednesday to Thursday. The notice did not specify the reason behind the facility’s shutdown, and the document did not specify if the shutdown would affect all of the plant’s operations. Two individuals who were reportedly briefed on the notice, however, stated that they believe the halt applies to Giga Shanghai’s general assembly lines.
Another notice, this one sent to Tesla’s suppliers in China, inquired how many workers were needed to achieve full production. The notice also asked suppliers to provide details on how their workers are being affected by China’s tightening Covid restrictions. A work setup similar to what was adopted by Apple supplier Foxconn — which involves workers temporarily living in factories — was also mentioned by the electric vehicle maker. It should be noted that the Apple supplier was able to resume operations at its Shenzhen campus on Wednesday after it adopted the arrangement.
China is currently dealing with what could very well be described as the worst Covid outbreak that the country has faced in two years, thanks in part to the Omicron BA.2 subvariant, which is about 30% more transmissible than the initial Omicron BA.1 strain. Factories have been shut down across the country, and in Shanghai, authorities have asked numerous residents to remain in their homes or workplaces for 48 hours to as long as 14 days. This time would be used to conduct necessary Covid tests and implement contact tracing.
Gigafactory Shanghai currently plays a key role in Tesla’s operations, being the facility that supplies Model 3 and Model Y vehicles to foreign territories in Asia and Europe. Last year alone, the facility accounted for about half of the 936,000 vehicles that Tesla delivered globally, and that’s with the Model Y line being ramped for several months. Reports have since emerged stating that Tesla is looking to double its output in China by adding a new vehicle production facility in the vicinity of Giga Shanghai. Once the new plant is operational, estimates suggest that Tesla China could produce about 2 million vehicles annually on its own.
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Cybertruck
Tesla announces delivery timeline for Cybertruck in new market
“Coming soon! Estimated deliveries in Q1 for UAE.”
Tesla announced its delivery timeline for the Cybertruck as it heads to a new market.
Tesla Cybertruck deliveries started in the United States and Canada back in late 2023. However, the company has been looking to expand the all-electric pickup to new markets, including the Middle East, for which it opened up orders for earlier this year.
Initially, Tesla planned to launch deliveries late this year, but there has been a slight adjustment to the timeline, and the company now anticipates the pickup to make its way to the first adopters in the United Arab Emirates in Q1 2026.
This was confirmed by the Tesla Cybertruck program’s lead engineer, Wes Morrill:
Coming soon! Estimated deliveries in Q1 for UAE
— Wes (@wmorrill3) November 2, 2025
Tesla first opened orders for the Cybertruck in the Middle East in mid-September of this year. It will be priced at AED 404,900 for the Dual Motor All-Wheel-Drive ($110,254) and AED 454,900 ($123,869) for the Cyberbeast trim.
The Cybertruck has been a highly anticipated vehicle in many parts of the world, but its ability to be sold in various regions is what is truly causing delays in the company’s efforts to bring the electric pickup worldwide.
Tesla confirms Cybertruck will make its way out of North America this year
In Europe, various agencies have challenged the design of the Cybertruck, arguing that it is unsafe for pedestrians due to its sharp edges and “boxy” design.
Agencies in the EU have said the vehicle’s “blade-like” protrusions are a violation of rules that ban sharp exterior edges that could cause severe injuries.
In Asia, Tesla will likely have to develop a smaller, more compact version of the vehicle as it does not align with local standards for urban environments. However, Tesla filed for energy consumption approval for the Cybertruck in December 2024, but there has been no real update on the status of this particular inquiry.
Overall, these issues highlight a real bottleneck in futuristic vehicle designs and the out-of-date regulations that inhibit the vehicle from becoming more widely available. Of course, Tesla has teased some other designs, including a more traditional pickup or even a compact Cybertruck build, but the company is not one to shy away from its commitments.
Nevertheless, the Cybertruck will appear in the Middle East for the first time in 2026.
Elon Musk
Tesla teases new AI5 chip that will revolutionize self-driving
Elon Musk revealed new information on Tesla’s AI5, previously known as Hardware 5, chip, for self-driving, which will be manufactured by both Samsung and TSMC.
The AI5 chip is Tesla’s next-generation hardware chip for its self-driving program, Optimus humanoid robots, and other AI-driven features in both vehicles and other applications. It will be the successor to the current AI4, previously known as Hardware 4, which is currently utilized in Tesla’s newest vehicles.
Elon Musk reveals Tesla’s HW5 release date, and that it won’t be called HW5
AI5 is specially optimized for Tesla use, as it will work alongside the company’s Neural Networks to focus on real-time inference to make safe and logical decisions during operation. It was first teased by Tesla in mid-2024 as Musk called it “an amazing design” and “an immense jump” from the current AI4 chip.
It will be roughly 4o times faster, have 8 times the raw compute, 9 times the memory capacity, 5 times the memory bandwidth, and 3 times the efficiency per watt.
It will be manufactured by both TSMC and Samsung at their Arizona and Texas fab locations, respectively.
Here’s what Musk revealed about the chip yesterday:
Different Versions
Samsung and TSMC will make slightly different versions of the AI5 chip, “simply because they translate designs to physical form differently.” However, Musk said the goal is that its AI software would work identically.
This was a real concern for some who are familiar with chip manufacturing, as Apple’s A9 “Chipgate” saga seemed to be echoing through Tesla.
Back in 2015, it was found that Apple’s A9 chips had different performances based on who manufactured them. TSMC and Samsung were both building the chips, but it was found that Samsung’s chips had shorter battery life than TSMC-fabricated versions.
Apple concluded that the variance was about 2-3 percent. However, Tesla will look to avoid this altogether.
Release and Implementation into Vehicles
Musk said that some samples will be available next year, and “maybe a small number of units” would equip the chip as well. However, high-volume production is only possible in 2027.
This means, based on Tesla’s own timeline for Cybercab production in Q2 2026, early iterations of the vehicle would rely on AI4. Many believe AI4 can be utilized for solved self-driving, but the power of subsequent versions, including AI5 and beyond, will be more capable.
AI6 and Beyond
AI6 will utilize the same fabs as AI5, but there would be a theoretical boost in performance by two times with this version.
AI6 could enter volume production by mid-2028. However, AI7, which Musk only briefly mentioned, “will need different fabs, as it is more adventurous.”
News
Tesla makes a splash at China’s Import Expo with Cybercab and Optimus
It appears that Elon Musk’s vision is something that still resonates with people.
Tesla’s fully autonomous Cybercab made its first appearance in the Asia-Pacific region at the 8th China International Import Expo (CIIE) in Shanghai on November 5, becoming the centerpiece of an event that drew 12 of the world’s leading automakers.
The new model offers a glimpse into Tesla’s driverless ride-hailing future, and based on the reception of the event’s attendees, it appears that Elon Musk’s vision is something that still resonates with people.
Tesla showcases its driverless vision with the Cybercab
At this year’s expo, themed “Mobility, Infinite Possibilities,” Tesla’s futuristic two-seat Cybercab stood out as a showcase of complete autonomy. According to Tesla staff, the vehicle lacks both a steering wheel and pedals, relying entirely on Tesla’s cameras and an end-to-end neural network designed for full self-driving.
The Cybercab will ultimately serve in the company’s expanding Robotaxi fleet, a cornerstone of Elon Musk’s long-promised autonomous mobility network. During the event, a Tesla employee emphasized that the Cybercab’s model’s compact layout reflects real-world usage, as 92% of trips involve just one or two passengers, as noted in a Sina News report. Trips that require more passengers could easily be handled by the Model 3 and Model Y, which are both capable of seating four, or even five passengers.
Optimus, Tesla’s humanoid robot that is designed for both home and industrial use, was also present at the event. Similar to the Cybercab, Optimus also attracted quite a lot of attention from the event’s attendees.
Automakers reaffirm commitment to Chinese innovation
Other global automakers, including Volkswagen, Mercedes-Benz, and Honda, also displayed cutting-edge concept cars and intelligent systems, but few captured the same interest as Tesla’s bold showcase of its autonomy and robotics.
Beyond new models, this year’s CIIE highlighted a renewed focus on local innovation and collaboration in China’s rapidly evolving EV landscape. Executives from Volkswagen, Audi, and General Motors reaffirmed that their long-term strategies center on “in China, for China,” strengthening R&D operations and forming tech partnerships with domestic suppliers.
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