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Tesla stocks have lost places for more than a month now, with retreats most of the functions of the growing political role of Elon Musk and the momentum of Tesla’s slow sales, especially in the EU. While some sales stagnation is expected when Tesla retired older models for the latest iteration, nicknamed Juniper, the loss of sales momentum that we have witnessed in recent weeks has encouraged several analysts to blame the politicization and damage in the giant brand image of EV. However, Tesla continued with brave soldiers.

Reportedly, Tesla knocked TSMC for the new FSD chip in China$ TslaFull self-driving was launched in mainland China, and industrial sources suggest $ Tsm Has received an order for Tesla’s new FSD chip, built in the 4NM-5NM process. Meanwhile, Samsung still supports older FSD … pic.twitter.com/77WVOZ2PI3

– WALL ST MACHINE (@WALLSTENGINE) February 28, 2025

For intelligence, Moneyudn has now reported that Tesla has tapped TSMC to produce the latest FSD chips in the 3NM – 4NM process, while Samsung will continue to produce iterations that are older than autonomous mobility adherents.

Of course, Tesla’s Supercomputer Dojo, who practiced the Giant EV nerve net, had used the chip that was built in the 7NM TSMC process.

This report came because Tesla now launched software updates in China, allowing the assistance of drivers enhanced on the roads, changes in automatic paths, introduction of traffic signs, and updated local map packages. These features, however, require HW4 cars and increases to Autopilot subscription packages.

Meanwhile, Tesla continued to move towards the aim of launching FSD services without supervision in June 2025 in Austin, Texas, and, immediately after, in California too. Besides, Bloomberg is now reporting that Tesla has asked for approval to launch an upward service at the Golden State.

News: Analyst Morgan Stanley Adam Jonas said he was left “unable to say -words” after he spent an hour this week was driven in Robotaxi in London.

Adam drives a development vehicle from Wayve that uses 7 cameras, no radar, no Lidar, no HD map and no labeling. That’s all end to the end … pic.twitter.com/zz28ni3f1h

– Sawyer Merritt (@sawyermerritt) 27 February 2025

However, note that the Tesla competition also quickly overshadowed. While Tesla Bulls quickly ignored the Robotaxis Waymo because it was too dependent on a series of expensive sensors and widely mapped the route, it was far more difficult to be indifferent about the Robotaxi Wayve service, whose cars were equipped with 7 cameras, but there were no radar, Lidar, HD map, or label.

This gel with a recent investment record from Needham, whose analysis argued that the tesla growth lever was longer, especially in relation to FSD, RobotaXIS, and Humanoid Robot Optimus, “more valued than not,” and that the event giant operates from “trailing positions” in autonomic ridesharing and robotic.