LG Energy Solution shifts battery output to AI data centers
South Korean battery makers accelerate grid storage production as Nvidia certifies containerized energy systems to cushion sudden…
Company watch
All companies →Tesla
Every EAB briefing that touches Tesla — capital spending, plants, M&A, earnings and policy exposure. 32 briefings.
- First seen
- August 28, 2026
- Latest
- October 12, 2026
- With a linked document
- 29 of 32
- Subject of the briefing
- 15
- Named as exposed
- 18
- Desks
- Batteries & EV (19), Semiconductors (6), Trade & Policy (4), Robotics (2), Energy & Minerals (1)
Tesla Retains Terafab Control, Limiting TSMC to Site Leases
The initial $16.8 billion Texas project targets 1 terawatt of annual AI compute with Intel as process partner, while TSMC faces…
BYD rolls out 150,000th commercial EV with 800-hp electric truck
The milestone Q3 heavy tractor deploys a 600-kWh Blade battery pack and dual-gun fast charging as the Chinese manufacturer…
LG Energy Solution Binds $4.3B Tesla Pact to Grid Storage
The 5.94 trillion won Michigan contract will supply lithium iron phosphate cells for Megapack units from 2027, with no electric…
CATL Surpasses Korean Battery Trio in Markets Outside China
The Chinese cell giant captured 33.7% of non-China electric vehicle battery usage through August 2026 as South Korean competitors…
Elon Musk rejects TSMC Terafab deal, backing Intel 14A nodeMembers
Tesla and SpaceX will build and run the $16.8 billion Texas AI chip site directly, while Intel continues technical work on its…
China Delays Rare Earth Export Controls in U.S. Trade TruceMembers
Beijing and Washington agreed to extend waivers on critical mineral licensing to Jan.
LG Energy Solution signs 46-series battery deal for US vans
The non-binding agreement with startup Indigo Technologies covers deliveries from 2027 to 2030, broadening the South Korean cell…
CATL opens 8,000-square-meter battery service hub in Oslo
The 8,000-square-meter Oslo facility cuts pack repair times to 48 hours and establishes full-lifecycle battery diagnostics across…
LG Energy Solution clarifies $4.3B Tesla energy storage deal
The 5.94 trillion won pact signed in 2025 provides Michigan-made lithium iron phosphate cells for Tesla Megapack 3 units rather…
Panasonic develops humanoid robot batteries at Osaka lab
The Japanese electronics group is directing cylindrical cell research and factory AI toward bipedal machines, while confirming no…
BYD Widens BEV Lead Over Tesla to Record 275,946 Cars in Q3Members
Chinese automaker delivered 762,478 pure electric vehicles in the third quarter, outstripping Tesla by 56.7% as vertical battery…
Korean chip toolmakers target Musk's $16.8 billion Texas fab
Hanmi Semiconductor and HPSP pursue supply roles in SpaceX and Tesla's planned Grimes County facility as Elon Musk acknowledges…
CATL widens global EV battery lead to 39.4% as Korean share slips
Seven Chinese producers took 73.3% of global volume through August, while North American delivery drops dragged LG Energy…
TSMC Dismisses Terafab Rumors as Texas Factory Talks Surface
While TSMC dismissed market talk of joining Elon Musk's 1-terawatt AI compute initiative, Intel remains the sole confirmed…
BYD launches 1,000-hp electric truck to challenge Tesla Semi
The 44-metric-ton ETT 44 tractor pairs a 651 kWh Blade Battery with 20-minute flash charging to enter European long-haul freight…
Tesla buys China actuator parts for US Optimus robot factory
Factory audits across Zhejiang province cover initial orders for 5,000 units, anchoring mechanical joint production in China…
Geely Previews 2.2 MW EV Fast Charger to Rival BYD in China
The single-gun 2,200 kW liquid-cooled hardware targets a seven-minute charge for Aegis Short Blade batteries ahead of an official…
LG Energy Solution wins NVIDIA DSX Ready status for AI power backup
The South Korean battery maker joins Tesla and Hitachi Energy in the chip designer's validated equipment list, offering…
Chinese EVs capture 35% Korea market share under 8% tariff
Automakers urged lawmakers at a National Assembly forum to enact domestic production tax credits after shipments from Shanghai…
Panasonic Energy opens Osaka battery hub for advanced cells
The 24,500-square-meter Kadoma facility consolidates 500 engineers to cut development lead times by 15% as the supplier prepares…
Hanmi Semiconductor Wins Tool Order for Musk's Terafab PlantMembers
The South Korean packaging toolmaker secures its first supply contract for Elon Musk's Texas AI fab, though formal regulatory…
Panasonic Energy unveils 150 C solid-state prismatic battery
Sample shipments of the heat-resistant cells begin by December, targeting factory machinery and automotive sensors to cut cooling…
Tesla sweeps Canada EV import quota as Chinese makers wait
Ottawa rolled over 8,897 unused vehicle slots on Sept. 1 into a 33,397-car window, leaving Elon Musk's Shanghai plant as the main…