Tesla(US:TSLA) 大鱼聊电动·2025-07-15 11:15Tesla's AI Development (Dojo) - Tesla's Dojo 2 supercomputer is expected to be in mass production by the end of 2025, utilizing TSMC's InFO-SoW packaging technology to enhance AI training capabilities [1] - Dojo 2's computing power reaches 9 petaflops, significantly exceeding traditional supercomputer performance, achieved through integrating 25 dies into a single silicon wafer [1] - TSMC plans to introduce SoW-X technology in 2027, potentially increasing computing power by 40 times, further advancing Tesla's FSD and potentially enabling wafer-level systems comparable to data center server racks [1] - Dojo 2's mass production allows Tesla to reduce reliance on Nvidia for AI chips, potentially saving costs and accelerating the development of Level 5 autonomous driving [1] - Analysts predict Dojo 2 could add $50 billion to Tesla's market capitalization by driving Robotaxi and software sales [1] Tesla's Market Expansion and Sales - Tesla has officially opened its first showroom in Mumbai, India, with Model Y RWD starting at $69,700 (approximately 5989000 Indian Rupees) and Long Range RWD at $79,000 (approximately 6789000 Indian Rupees), including a free Wall Connector [2] - Tesla is lobbying the Indian government to reduce import taxes from 70%-100% to around 10% to lower vehicle prices and potentially import vehicles from Giga Berlin [2] - Tesla delivered 12,300 vehicles in China during the week of July 7-13, marking the highest Q3 second-week record, indicating strong demand, especially for the new Model Y [2] - In 2024, Tesla's sales in China reached 657,102 vehicles, accounting for 3973% of its global deliveries [2] Other Automotive Industry News - Chery faces scrutiny over approximately $53 million (380 million RMB) in government subsidies for environmental vehicles, with 7,663 vehicles out of 21,725 total vehicles being disqualified due to missing sales records or failure to meet mileage requirements between 2015 and 2020 [2]