#ShanghaiGiga
Trying to find a place for excess #ShanghaiGiga capacity.

This must mean 🇨🇳 demand is getting softer by the month. #Charminsoft

www.bloomberg.com/news/article...
Tokyo Offers the World’s Cheapest Tesla Model Y at Less Than $23,000
Tesla Inc.’s most popular electric car is cheaper in Tokyo than anywhere else in the world.
www.bloomberg.com
September 19, 2026 at 3:06 AM
Not sure they broke this out but ~50% of #Tesla production came out of #ShanghaiGiga in 2023.

ShanghaiGiga, in the future will be a blessing and a curse. In 2024 it may be the latter.
January 25, 2024 at 1:10 AM
Think they still both need each other.

ShanghaiGiga supports a lot of jobs up and down the supply chain. Especially if you include batteries.
February 18, 2025 at 3:42 AM
Cont.

3. Ramping production at ShanghaiGiga would be much easier / cleaner.

…and allow for exports in case demand for the refreshed MY softens sooner than later in 🇨🇳.
January 11, 2025 at 3:02 PM