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Tesla Gigafactory 3 on track to start Model 3 trial production in September
Tesla’s Gigafactory 3 is getting built at an unprecedented pace. From being a bare plot of land in January, Tesla and its construction partner have transformed the Gigafactory 3 site in Shanghai into an industrial area with a massive electric car factory taking shape. The progress of the project has been fast; too fast, in fact, according to an industry expert from China.
Local news agency The Global Times paid a visit to Gigafactory 3 on Sunday, where the publication was able to get some information about the project from one of the workers in the facility. According to the Gigafactory 3 worker, who opted to remain anonymous, the facility is on track to start building electric cars as early as September, notably ahead of Tesla CEO Elon Musk’s estimate.
Musk mentioned during Gigafactory 3’s groundbreaking ceremony that he expects the facility to start producing Model 3s by the end of the year, a timeline that was met with skepticism and mockery from Tesla’s critics. As it turned out, such a target was not only feasible, since China’s workforce, who are working on the site 24/7, is actually capable of beating Musk’s estimates. So quick is Gigafactory 3’s construction that the facility might end up breaking the record in China for fastest factory buildout to date (the record is currently at 17 months).
In a statement to the Times, Feng Shiming, executive director of Menutor Consulting Shanghai, noted that the pace of Gigafactory 3’s buildout is simply too fast, which could cause problems for the company. Feng believes that Tesla will not really start ramping its operations until next year when the suppliers for its locally-produced vehicles are entirely ironed out, though he ultimately notes that a trial production run in September could be feasible.
“The factory’s construction pace is too fast, which is set to leave some problems such as insufficient equipment testing and staff training. The target might be realized at the start of next year, and two or three months after that, its Model 3 can be put into the market on a large scale. Tesla is prepared for not realizing mass production within this year. Trial production in September is likely,” he said.
The current Gigafactory 3 buildout only represents one-third of what the electric car maker plans to construct on the site. The existing buildout has two structures under construction. One is a building that’s about three stories tall with a cement roof, which is already seeing parts of its walls being installed. Another structure is an expansive building that extends over almost half of the overall length of the construction site. This will be Tesla’s general assembly building for the Model 3 and Model Y, according to the construction worker who spoke to the Times during the publication’s visit.
China is the world’s largest electric car market, and Gigafactory 3 is Tesla’s key to competing on even ground against more affordable vehicles from local manufacturers in the country. Affordability appears to be Tesla’s primary strategy for Gigafactory 3, as Elon Musk has previously announced that the Shanghai-based site will be exclusively producing affordable variants of the Model 3 and Model Y, both of which are already Tesla’s most budget-friendly vehicles to date.
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Tesla FSD (Supervised) could be approved in the Netherlands next month: Musk
Musk shared the update during a recent interview at Giga Berlin.
Tesla CEO Elon Musk shared that Full Self-Driving (FSD) could receive regulatory approval in the Netherlands as soon as March 20, potentially marking a major step forward for Tesla’s advanced driver-assistance rollout in Europe.
Musk shared the update during a recent interview at Giga Berlin, noting that the date was provided by local authorities.
“Tesla has the most advanced real-world AI, and hopefully, it will be approved soon in Europe. We’re told by the authorities that March 20th, it’ll be approved in the Netherlands,’ what I was told,” Musk stated.
“Hopefully, that date remains the same. But I think people in Europe are going to be pretty blown away by how good the Tesla car AI is in being able to drive.”
Tesla’s FSD system relies on vision-based neural networks trained on real-world driving data, allowing vehicles to navigate using cameras and AI rather than traditional sensor-heavy solutions.
The performance of FSD Supervised has so far been impressive. As per Tesla’s safety report, Full Self-Driving Supervised has already traveled 8.3 billion miles. So far, vehicles operating with FSD Supervised engaged recorded one major collision every 5,300,676 miles.
In comparison, Teslas driven manually with Active Safety systems recorded one major collision every 2,175,763 miles, while Teslas driven manually without Active Safety recorded one major collision every 855,132 miles. The U.S. average during the same period was one major collision every 660,164 miles.
If approval is granted on March 20, the Netherlands could become the first European market to greenlight Tesla’s latest supervised FSD (Supervised) software under updated regulatory frameworks. Tesla has been working to secure expanded FSD access across Europe, where regulatory standards differ significantly from those in the United States. Approval in the Netherlands would likely serve as a foundation for broader EU adoption, though additional country-level clearances may still be required.
Elon Musk
Elon Musk estimates Tesla Semi could reach Europe next year
“We’ve got the Tesla Semi coming out, the heavy truck, and that’ll be going to Europe hopefully next year,” Musk said.
Tesla is preparing to expand its all-electric Semi truck program to Europe, with CEO Elon Musk indicating that the Class 8 vehicle could arrive in the region 2027.
Musk shared his update during an interview about Giga Berlin with plant manager André Thierig, which was posted on X by the official Tesla Manufacturing account.
“We’ve got the Tesla Semi coming out, the heavy truck, and that’ll be going to Europe hopefully next year,” he said.
Tesla has already begun limited production and customer deployments of the Tesla Semi in the United States, with the company working to scale output through the Semi factory near Giga Nevada. Considering Musk’s comments, it appears that a European rollout would be the next phase of the vehicle’s expansion beyond North America.
Musk’s use of the word “hopefully” leaves room for flexibility, but the remark signals that Europe is next in Tesla’s commercial expansion plans.
Musk has consistently argued that electrification should extend beyond passenger vehicles. During the same interview, he reiterated his view that “all ground transport should be electric,” adding that ships, and eventually aircraft, would follow.
The Semi plays a central role in that strategy. Heavy-duty freight remains one of the most emissions-intensive segments of road transport, and European regulators have increasingly pushed for lower-emission commercial fleets.
Tesla recently refreshed the Semi lineup on its official website, listing two variants: Standard and Long Range. The Standard trim offers up to 325 miles of range with an energy consumption rating of 1.7 kWh per mile, while the Long Range version provides up to 500 miles, which should be more than ample for European routes.
Elon Musk
Tesla Cybercab coming next to Giga Berlin, Optimus possibly after
“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said.
Tesla could add the Cybercab and Optimus humanoid robot to the production lineup at Giga Berlin, as per recent comments from CEO Elon Musk.
During a recent interview with Giga Berlin plant manager André Thierig, Musk identified the Cybercab as the most likely next major product for the German factory, with Optimus potentially following after.
“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said. He added that there are also “possibilities of Tesla Optimus” being produced in the facility.
Tesla has already begun production of the Cybercab in Giga Texas, with volume production expected to ramp this year. Based on Musk’s comments, it appears that if conditions align in Europe, Giga Berlin could eventually join that effort.
The CEO’s comments about Optimus coming to Gigafactory Berlin are quite unsurprising too considering that Musk has mentioned in the past that the humanoid robot will likely be Tesla’s highest volume product in the long run.
Giga Berlin will likely be able to produce mass volumes of Optimus, as the Model S and Model X lines being converted to an Optimus line in the Fremont Factory are already expected to produce 1 million units of the humanoid robot annually.
Apart from his comments about the Cybercab and Optimus, Elon Musk also confirmed that Giga Berlin has started ramping battery cell production and will continue expanding Model Y output, particularly as supervised Full Self-Driving (FSD) gains regulatory approvals in Europe.
Taken together, the remarks suggest Berlin’s role could evolve beyond vehicle assembly into a broader multi-product manufacturing hub, not just a regional Model Y plant.
Tesla FSD (Supervised) could be approved in the Netherlands next month: Musk
Elon Musk estimates Tesla Semi could reach Europe next year
