Core Insights - Elon Musk confirmed the closure of the independent Dojo chip project but stated that the successor "Dojo 3" will still exist in the form of a large number of AI6 SoCs integrated on a single motherboard [1] - Musk believes the AI6 chip is capable of handling various AI workloads, leading to the conclusion that the independent Dojo series chips have become a "dead end" in the evolutionary tree [2] Group 1 - The Dojo 3 AI chip will be produced within this year, despite the discontinuation of the Dojo project [1] - The AI6 chip, manufactured by Samsung Electronics, will not only be used for Tesla's electric vehicle smart driving but will also support the future development of FSD autonomous driving software [2] - The multi-die integration remains a key element in the evolution of Tesla's self-developed ASICs [2]

Elon Musk: "We expect to have Dojo 2 operating in scale sometime next year with scale being somewhere around 100,000 H100 equivalents."$TSLA https://t.co/xpzYaUGmmd ...

Tesla'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]

Group 1: Market Reactions - On June 5, US stock indices collectively declined, with the Dow Jones down 0.25%, Nasdaq down 0.83%, and S&P 500 down 0.53%. Notably, Tesla's stock plummeted over 14%, marking its worst single-day performance since March 10 [1] - Other major tech stocks also saw declines, including AMD down over 2%, and Apple and Nvidia both down over 1%. In contrast, metal and mining stocks experienced gains, with Pan American Silver up over 7% and Southern Copper up over 2% [1] Group 2: Company Developments - Tesla is set to launch its next-generation AI chip, Dojo 2, later this year, with Musk indicating that the technology is progressing well and that further iterations will enhance its capabilities [2] - Meituan plans to release an AI travel assistant this month to improve travel planning services and enhance supply-demand matching [3] - Guokai Microelectronics announced plans to acquire a 94.366% stake in Zhongxin Ningbo, aiming to enhance its production capabilities in high-end filters and MEMS [4] - Luxshare Precision's acquisition of certain business operations from Wingtech Technology has been approved, allowing Luxshare to gain control over the target business involved in electronic product OEM and ODM services [6]

Core Viewpoint - Tesla is making progress with its Dojo AI training computer and plans to launch Dojo 2 later this year, indicating a commitment to advancing AI technology [1] Group 1 - The new technology, Dojo 2, has undergone significant iterations, with the expectation that it will improve further with Dojo 3 [1] - Elon Musk emphasizes that achieving excellence in technology typically requires three major iterations [1] - Dojo 2 is already performing well, setting a positive outlook for its successor, Dojo 3 [1]

Core Viewpoint - Elon Musk announced that the company will launch Dojo 2 later this year [1] Group 1 - The launch of Dojo 2 is anticipated to enhance the company's capabilities in artificial intelligence and machine learning [1]