News
Tesla China is subtly flexing the MIC Model 3's stellar build quality
High-quality images of a recently-delivered Made-in-China Model 3 sedan have proven that potentially lower labor costs do not result in inferior products.
The latest photos of the MIC Model 3 shared by Tesla Model S and X owner and Twitter user Ray4Tesla featured immaculately-finished and perfectly-aligned panels and trims of a blue all-electric sedan.
If Tesla’s Gigafactory 3 in Shanghai will consistently produce top-quality vehicles, the mass-produced Model 3 sedan may indeed become a cash cow for the electric car maker in the biggest automotive market in the world.
- Tesla Model 3 in China. (Credit: Ray4Tesla/Twitter)
- MIC Model 3 panels and trim (Source: Ray4Tesla | Twitter)
- MIC Model 3 panels and trim (Source: Ray4Tesla | Twitter)
- MIC Model 3 panels and trim (Source: Ray4Tesla | Twitter)
MIC Model 3 panels and trim (Source: Ray4Tesla | Twitter)
The high-quality production of vehicles in China may also help improve the process of Tesla in its other factories as needed. Tesla has been known to listen to its customers and for its willingness to improve processes based on its experiences in past projects, just like how it solved production and logistics issues when it started making the Model 3.
Quality vehicles at this early stage of production at Gigafactory 3 ultimately proved that Tesla’s move to launch Model Y program in the country was indeed the next big step in the company’s plans to establish its presence in China.
Tesla CEO Elon Musk also announced during a recent Gigafactory 3 event that the company will launch a design and R&D center in the country that will design Chinese-style Teslas and other vehicles that can then be released to other markets.
Chinese equity firm Chuancai Securities recently published a study that stated that Tesla can further improve the profit margin for the locally-produced Model 3 when it increases the domestication of its components. At present, the firm estimated the gross margin of Tesla for the mass-produced sedan at 35% in China.
Last Nov, my friend, Tencent Auto chief editor, was the first one to review MIC M3, which was better in build qualities than his own imported M3. Now we have actual HD photos of a recently delivered MIC M3, showing perfect panel/trim alignment & flush to each other. #GF3 rocks. https://t.co/RVewiWRaix pic.twitter.com/5SHVuTQWIt
— Ray (@ray4tesla) January 19, 2020
“We assume that depending on the progress of Tesla’s parts domestication, the cost of raw materials will fall by 10%-20%. In this case, gross profit margin of Model 3 produced by the Chinese factory will reach more than 35%, which is much higher than the American factory by about 20% gross profit level,” the report stated.
Last December, Tesla posted 6,643 new vehicle registrations in China compared to November’s 5,597 units and posted a 161% increase year-over-year despite car sales slump in the country.
With car buyers knowing that they can trust the quality of the vehicles made from China’s shores, it will not be surprising to see Tesla sell even more vehicles in the country in the near future. If Elon Musk sees China as the gateway for the brand to dominate the rest of the region, the high-quality images of the recently delivered unit can be considered a very good sign that Tesla is ready to chomp a bigger chunk of the sales pie.
Energy
Tesla launches Cybertruck vehicle-to-grid program in Texas
The initiative was announced by the official Tesla Energy account on social media platform X.
Tesla has launched a vehicle-to-grid (V2G) program in Texas, allowing eligible Cybertruck owners to send energy back to the grid during high-demand events and receive compensation on their utility bills.
The initiative, dubbed Powershare Grid Support, was announced by the official Tesla Energy account on social media platform X.
Texas’ Cybertruck V2G program
In its post on X, Tesla Energy confirmed that vehicle-to-grid functionality is “coming soon,” starting with select Texas markets. Under the new Powershare Grid Support program, owners of the Cybertruck equipped with Powershare home backup hardware can opt in through the Tesla app and participate in short-notice grid stress events.
During these events, the Cybertruck automatically discharges excess energy back to the grid, supporting local utilities such as CenterPoint Energy and Oncor. In return, participants receive compensation in the form of bill credits. Tesla noted that the program is currently invitation-only as part of an early adopter rollout.
The launch builds on the Cybertruck’s existing Powershare capability, which allows the vehicle to provide up to 11.5 kW of power for home backup. Tesla added that the program is expected to expand to California next, with eligibility tied to utilities such as PG&E, SCE, and SDG&E.
Powershare Grid Support
To participate in Texas, Cybertruck owners must live in areas served by CenterPoint Energy or Oncor, have Powershare equipment installed, enroll in the Tesla Electric Drive plan, and opt in through the Tesla app. Once enrolled, vehicles would be able to contribute power during high-demand events, helping stabilize the grid.
Tesla noted that events may occur with little notice, so participants are encouraged to keep their Cybertrucks plugged in when at home and to manage their discharge limits based on personal needs. Compensation varies depending on the electricity plan, similar to how Powerwall owners in some regions have earned substantial credits by participating in Virtual Power Plant (VPP) programs.
News
Samsung nears Tesla AI chip ramp with early approval at TX factory
This marks a key step towards the tech giant’s production of Tesla’s next-generation AI5 chips in the United States.
Samsung has received temporary approval to begin limited operations at its semiconductor plant in Taylor, Texas.
This marks a key step towards the tech giant’s production of Tesla’s next-generation AI5 chips in the United States.
Samsung clears early operations hurdle
As noted in a report from Korea JoongAng Daily, Samsung Electronics has secured temporary certificates of occupancy (TCOs) for a portion of its semiconductor facility in Taylor. This should allow the facility to start operations ahead of full completion later this year.
City officials confirmed that approximately 88,000 square feet of Samsung’s Fab 1 building has received temporary approval, with additional areas expected to follow. The overall timeline for permitting the remaining sections has not yet been finalized.
Samsung’s Taylor facility is expected to manufacture Tesla’s AI5 chips once mass production begins in the second half of the year. The facility is also expected to produce Tesla’s upcoming AI6 chips.
Tesla CEO Elon Musk recently stated that the design for AI5 is nearly complete, and the development of AI6 is already underway. Musk has previously outlined an aggressive roadmap targeting nine-month design cycles for successive generations of its AI chips.
Samsung’s U.S. expansion
Construction at the Taylor site remains on schedule. Reports indicate Samsung plans to begin testing extreme ultraviolet (EUV) lithography equipment next month, a critical step for producing advanced 2-nanometer semiconductors.
Samsung is expected to complete 6 million square feet of floor space at the site by the end of this year, with an additional 1 million square feet planned by 2028. The full campus spans more than 1,200 acres.
Beyond Tesla, Samsung Foundry is also pursuing additional U.S. customers as demand for AI and high-performance computing chips accelerates. Company executives have stated that Samsung is looking to achieve more than 130% growth in 2-nanometer chip orders this year.
One of Samsung’s biggest rivals, TSMC, is also looking to expand its footprint in the United States, with reports suggesting that the company is considering expanding its Arizona facility to as many as 11 total plants. TSMC is also expected to produce Tesla’s AI5 chips.
News
Anti-Tesla union leader ditches X, urges use of Threads instead
Tesla Sweden and IF Metall have been engaged in a bitter dispute for over two years now.
Marie Nilsson, chair of Sweden’s IF Metall union and a prominent critic of Tesla, has left X and is urging audiences to follow the union on Meta’s Threads instead.
Tesla Sweden and IF Metall have been engaged in a bitter dispute for over two years now.
Anti-Tesla union leader exits X
In a comment to Dagens Arbete (DA), Nilsson noted that her exit from X is not formally tied to IF Metall’s long-running labor dispute with Tesla Sweden. Still, she stated that her departure is affected by changes to the platform under Elon Musk’s leadership.
“We have stayed because many journalists pick up news there. But as more and more people have left X, we have felt that the standard has now been reached on that platform,” she said.
Jesper Pettersson, press officer at IF Metall, highlighted that the union’s departure from X is only indirectly linked to Tesla Sweden and Elon Musk. “Indirectly it does, since there is a lot of evidence that his ownership has caused the change in the platform to be so significant.
“We have nevertheless assessed that the platform had value for reaching journalists, politicians and other opinion leaders. But it is a microscopic proportion of the public and our members who are there, and now that value has decreased,” Petterson added.
IF Metall sees Threads as an X alternative
After leaving X, IF Metall has begun using Threads, Meta’s alternative to the social media platform. The union described the move as experimental, noting that it is still evaluating how effective the platform will be for outreach and visibility.
Pettersson acknowledged that Meta also does not operate under Sweden’s collective bargaining model, but said the union sees little alternative if it wants to remain visible online.
“In a perfect world, all large international companies would be supporters of the Swedish model when they come here. But unfortunately, the reality is not like that. If we are to be visible at all in this social media world, we have to play by the rules of the game. The alternative would be to become completely invisible, and that would not benefit our members,” he said.



