Tesla Accelerates Vertical Integration with Push for In-House 2nm AI Chip Production
Feb 22, 2026 (11 hr ago)
Positive
Tesla is aggressively recruiting in South Korea to design and mass-produce its own world-class, 2nm AI chips, signaling deep vertical integration.
In-House AI Chip Development Strategy
- TSLA launched a recruiting campaign in South Korea targeting AI chip design engineering roles to deepen expertise2
- The goal is to develop "world-class mass-produced AI chips" aiming for a globally leading production record2
- This strategy reflects an aim to control both the design and production of critical semiconductor technology, including plans for a 2nm chip2
Regulatory Compliance and Marketing Adjustments
- The company dropped the "Autopilot" marketing term to comply with California consumer protection laws1
- This action was taken to avoid a potential 30-day suspension of its license to manufacture and sell vehicles in California1
- The California DMV expressed satisfaction that Tesla took the required action to remain compliant1
Operational Incidents and Prior Scrutiny
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