EV Daily | Tesla Semi Production Ramps Up Amid Executive Departures and AI Roadmap Buzz

【Tesla】

Tesla Semi electric trucks have been spotted in greater numbers coming out of its pilot factory, suggesting an increase in production pace. Despite officially starting production in late 2022, the Semi trucks have seen limited deployment, predominantly used in Tesla's own operations and delivered to some major companies for testing. Tesla is building a new factory to produce these trucks in higher volumes, expected to be operational next year. This production increase might be to test new processes or updated designs ahead of fleet deliveries.

A significant number of top executives have recently left Tesla, including Rohan Ma, responsible for the Autobidder software, which manages energy trading for Tesla's energy products. The departures follow other high-profile exits and significant layoffs, raising concerns about Tesla's corporate direction and leadership stability.

Tesla's AI and self-driving roadmap, along with new product rumors, have spurred discussions among EV enthusiasts. This includes potential new models like a 6-seat Model Y and updates to the Tesla Semi.

【Others】

Toyota has announced plans to cut its EV production by a third, reducing its global target to 1 million by 2026, from an initial 1.5 million. This adjustment comes amid a slowing EV market and Toyota's continued reliance on hybrids. Despite the cut, Toyota still expects significant sales increases and is investing heavily in domestic battery production to support future EV models.

Volkswagen has introduced the ID.3 GTX FIRE+ICE, a tribute to the 90s Golf Fire and ICE, combining the iconic design with their latest ID.3 GTX performance EV. The one-off show car features unique paint and design elements inspired by the original model.

Kia is delaying the scaling up of its EV9 production in the US to qualify for the federal EV tax credit. Despite strong initial sales, production ramp-up will wait until the new year due to complex tax credit qualifications. The EV9, Kia's first three-row electric SUV, has helped the company achieve record sales but faces challenges in meeting the tax credit criteria.

Hyundai is offering a free ChargePoint Home Flex L2 home charger with the purchase or lease of its new 2025 IONIQ 5 N. This high-performance electric SUV, based on Hyundai’s E-GMP platform, packs up to 641 hp and features several track-ready enhancements. The offer aims to make it easier for customers to switch to electric performance vehicles.