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Xiaomi planning double shifts for SU7 production in June: report

Credit: Xiaomi/X

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Electric vehicle newcomer Xiaomi is putting the pedal to the metal to keep pace with the demand for its debut model, the all-electric SU7 sedan. As per recent reports, Xiaomi’s Beijing factory is expected to switch to a double-shift production schedule next month, doubling daily operating hours and potentially pushing monthly output close to 20,000 units.

The update was posted by local media outlet Cailian, which cited multiple sources reportedly familiar with the matter. Interestingly enough, the news comes after Xiaomi announced that it had delivered its 10,000th SU7 sedan. The company also noted that SU7 customers are now facing extended wait times for their orders, with some having to wait 30-37 weeks before they can take delivery of their car. 

As per Cailian, Xiaomi will be extending daily operations from 8 to 16 hours in its Beijing plant. Xiaomi CEO Lei Jun previously noted that the facility has the capacity to produce 40 SU7s per hour, which translates to a new vehicle being produced every 76 seconds, as noted in a CNEV Post report. If the facility operates on a 16-hour schedule, Xiaomi could see a potential monthly output of almost 20,000 units.

In preparation for its increased production plans, Xiaomi has reportedly been hiring additional assembly line workers. The company also conducted equipment maintenance during the Labor Day holiday. The company is also collaborating with parts suppliers, boosting orders by 80% for some components. One category of parts for the SU7 reportedly saw an increase in orders from 10,000 to 18,000 sets per month

The high demand for the SU7, launched in late March, comes as a welcome surprise for Xiaomi. The electric car comes in three trims, with a starting price of around $29,850, which undercuts rivals like the Giga Shanghai-made Tesla Model 3 sedan. During the SU7’s unveiling, the Xiaomi CEO admitted that the vehicle was benchmarked against the Model 3. He also noted that the SU7’s target buyers would be car owners looking to upgrade their Model 3 sedans. 

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Samsung’s Tesla AI5/AI6 chip factory to start key equipment tests in March: report

Samsung Electronics seems to be ramping its efforts to start operations at its Taylor, Texas semiconductor plant.

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Image used with permission for Teslarati. (Credit: Tom Cross)

Samsung Electronics seems to be ramping its efforts to start operations at its Taylor, Texas semiconductor plant, which will produce Tesla’s next-generation AI5 chip. 

Preparing for Tesla’s AI5/AI6 chips

As per a report by Sina Finance, Samsung Electronics is looking to begin trial operations of extreme ultraviolet (EUV) lithography equipment at its Taylor facility in March. These efforts are reportedly intended to support the full production of Tesla’s AI5 chips starting in the latter half of 2026.

The Taylor factory, Samsung’s first wafer fabrication plant in the United States, covers roughly 4.85 million square meters and is nearing completion. Media reports, citing contractors, have estimated that about 7,000 workers now work on the factory, about 1,000 of whom are reportedly working from the facility’s office building. 

Samsung is reportedly preparing to apply for a temporary occupancy permit, which would allow production to begin before the plant is fully completed.

Tesla’s aggressive AI chip roadmap

Elon Musk recently stated that Tesla’s next-generation AI5 chip is nearly complete, while early development on its successor, AI6, is already underway. Musk shared the update in a post on X, which also happened to be a recruiting message for engineers.

As per Musk, Tesla is looking to iterate its in-house AI chips on an accelerated timeline, with future generations, including AI7, AI8, and AI9, targeting a roughly nine-month design cycle. He also stated that the rapid cadence could allow Tesla’s chips to become the highest-volume AI processors in the world.

Previous reports have indicated that Samsung Electronics would be manufacturing Tesla’s AI5 chip, alongside its rival, Taiwan Semiconductor Manufacturing Company (TSMC). The two suppliers are expected to produce different versions of Tesla’s AI5 chip, with TSMC using a 3nm process and Samsung targeting 2nm production.

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Elon Musk’s Boring Company studying potential Giga Nevada tunnel: report

The early-stage feasibility work was funded by a state-affiliated economic group as officials searched for alternatives to worsening traffic and accidents along Interstate 80.

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(Credit: The Boring Company

Elon Musk’s tunneling startup, The Boring Company, has been studying a potential tunnel system connecting Reno to Tesla Gigafactory Nevada, as per documents obtained by Fortune. The early-stage feasibility work was funded by a state-affiliated economic group as officials searched for alternatives to worsening traffic and accidents along Interstate 80.

Potential Giga Nevada tunnel

Documents reviewed by Fortune showed that The Boring Company received $50,000 in October to produce conceptual designs and a feasibility report for a tunnel beneath a nine-mile stretch of highway leading to Gigafactory Nevada. The payment came from the Economic Development Authority of Western Nevada (EDAWN), a nonprofit that works with the state to attract and expand businesses.

The proposed tunnel was one of several transportation alternatives being explored to address rising congestion and accidents along Interstate 80, which serves the Tahoe-Reno Industrial Center. The massive industrial park houses major employers, including Tesla and Panasonic, both of which had been in contact with the Nevada Governor’s Office regarding potential transportation solutions.

Emails obtained through public records requests showed that Tesla and Panasonic have also supported a separate commuter rail study that would use existing freight rail alongside the Interstate. It remains unclear if The Boring Company’s feasibility report had been completed, and key details for the potential project, including tunnel length, cost, and if autonomous Teslas would be used, were not disclosed.

The-boring-company-vegas-loop-chinatown
(Credit: The Boring Company)

Relieving I-80 congestion

Traffic and accidents along I-80 have increased sharply as data centers and new businesses moved into the 107,000-acre industrial center. State transportation data showed that the number of vehicles traveling certain stretches of the highway during peak hours doubled between January and July 2025 alone. Roughly 22,000 employees commute daily to the industrial park, with nearly 8,000 working for Tesla and more than 4,000 for Panasonic at the Giga Nevada complex.

Bill Thomas, who runs the Regional Transportation Commission of Washoe County, shared his thoughts about safety concerns in the area. “At this point in time, there’s about (one accident) every other day,” he said. He also noted that he is supportive of any projects that could alleviate traffic and accidents on the Interstate. 

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“We’re not paying for it. I’m not involved in it. But I understand there are conversations exploring whether that could be done. If there’s a private solution that helps the problem and improves safety, as far as I’m concerned, more power to them,” Thomas stated. 

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Tesla might have built redundancies for Cybercab charging

When Tesla unveiled the Cybercab in 2024, the company noted that the autonomous two-seater would utilize wireless charging.

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Credit: @AdanGuajardo/X

A newly spotted panel on Tesla’s Cybercab prototype may point to a practical backup for the vehicle’s wireless charging system as it nears mass production. 

Tesla watchers have speculated that the panel could house a physical NACS port, which would ensure that the autonomous two-seater could operate reliably even before the company’s wireless charging infrastructure is deployed.

Cybercab possible physical charge port

The discussion was sparked by a post on X by Tesla watcher Owen Sparks, who highlighted a rather interesting panel on the Cybercab’s rear. The panel, which seemed to be present in the prototype units that have been spotted across the United States recently, seemed large enough to house a physical charge port.

When Tesla unveiled the Cybercab in 2024, the company noted that the autonomous two-seater would utilize wireless charging. Since then, however, Tesla has remained largely quiet about the system’s rollout timeline. With the Cybercab expected to enter production in a few months, equipping the vehicle with a physical NACS port would allow it to charge at Superchargers nationwide without relying exclusively on still-undeployed wireless chargers.

Such an approach would not rule out wireless charging long-term. Instead, it would give Tesla flexibility, allowing the Cybercab to operate immediately at scale while wireless charging solutions are rolled out later. For a vehicle designed to operate continuously and autonomously, redundancy in charging options would be a practical move.

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Growing Cybercab sightings

Recent sightings of the Cybercab prototype in Chicago point to the same design philosophy. Images shared on social media showed the vehicle coated in road grime, while its rear camera area appeared noticeably cleaner, with visible traces of water on the trunk.

The observation suggests that the Cybercab is equipped with a rear camera washer. As noted by Model Y owner and industry watcher Sawyer Merritt, this is a feature Tesla owners have requested for years, particularly in snowy or wet climates where dirt and slush can obscure cameras and degrade the performance of systems like FSD.

While only the rear camera washer was clearly visible, the sighting raises the possibility that Tesla may equip additional exterior cameras with similar cleaning systems. For a vehicle that operates without a human driver,  after all, maintaining camera visibility in all conditions is essential. Ultimately, the charge-port speculation and camera-washer sightings suggest Tesla is approaching the Cybercab with practicality in mind.

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