What is the Tesla Semi?

It is Tesla's heavy-duty electric truck for long-haul commercial transport, with a range of up to 500 miles.

Tesla's first in-house semiconductor foundry, developed with Intel, to produce custom chips for autonomous driving and robotics.

When will Tesla start delivering the Semi?

First customer deliveries are expected in 2027.

How will Terafab benefit Tesla?

It reduces reliance on external suppliers, accelerates innovation, and lowers costs in the long run.

Tesla Launches Semi Truck and Terafab Chip Foundry to Boost Vertical Integration

Tesla has started high-volume production of its Semi trucks at its Nevada facility and launched Terafab, an internal semiconductor foundry developed with Intel's support. These projects aim to advance Tesla's commercial vehicle, robotics, and autonomous transport ambitions.

Tesla (NasdaqGS:TSLA) has begun high-volume production of its first Semi trucks at its Nevada facility. The company also launched Terafab, an in-house semiconductor foundry developed with support from Intel. These initiatives are designed to support Tesla's commercial vehicle, robotics, and autonomous transport goals.

The Products

Tesla Semi

The Semi is Tesla's first heavy-duty electric truck, targeting long-haul commercial transport. It boasts a range of up to 500 miles (800 km) per charge and energy consumption of less than 2 kWh per mile, making it more efficient than traditional diesel trucks.

Terafab

Terafab is Tesla's first internal semiconductor foundry, developed in collaboration with Intel. It will focus on producing custom chips for autonomous driving systems and robotics, reducing reliance on external suppliers and accelerating innovation.

Pricing and Availability

Tesla has not yet announced pricing for the Semi, but it is expected to be higher than conventional trucks. Pilot production began in 2022, with first customer deliveries anticipated in 2027.

Competition

The Semi faces competition from other electric trucks such as Daimler's Freightliner eCascadia and Nikola Tre. Companies like BYD and Volvo are also developing heavy-duty electric trucks.

Potential Impact on Tesla

Entering the heavy truck and semiconductor markets represents a significant expansion of Tesla's business model. It could open a multi-billion-dollar market and strengthen vertical integration, reducing costs and increasing supply chain control.