We have news from a flyover of Fremont, CA, at the Tesla Giga factory, and we see possibly close to 1,000 Giga Castings outside in the parking lot.
Production Expansion of Model Y
We think that this could be an expansion of the Model Y at the Fremont, CA, factory. Some think that it is for some problem or delay. Let's take what we know.
We know that Tesla is expanding Fremont for its Model Y according to multiple reports. This is from paperwork filed with the City of Fremont.
Since February, 2020, Tesla has been using tents to help increase its production capacity. There is a chip shortage due to challenges with the global supply chain and challenges with the virus.
These castings could be made so that they are ready when the chips are ready to make the vehicles. I would be surprised if all of this is scrap metal that Tesla is going to recycle. There have been no reports of that.
Tesla is Very Adaptable
We know that Tesla is a very adaptable company. With the additional expansion at Fremont, Tesla will be able to get rid of the tents and have an actual indoor production assembly with all necessary equipment.
There has been news of Tesla producing cars without chips and getting vehicles ready as much as they can even if the parts aren't there.
That's a very adaptable and innovative approach. It would be very difficult to manage this and I have no doubt that those who are watching the assembly lines at Tesla are having to take great care to organize which cars need parts, what the castings will be used for, in order to keep up with the huge demand for Tesla vehicles.
What do you think of all these Giga castings outside? Are they for the Tesla Model Y? Are they just scrap metal? Are they for some other vehicle?
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Jeremy Johnson is a Tesla investor and supporter. He first invested in Tesla in 2017 after years of following Elon Musk and admiring his work ethic and intelligence. Since then, he's become a Tesla bull, covering anything about Tesla he can find, while also dabbling in other electric vehicle companies. Jeremy covers Tesla developments at Torque News. You can follow him on Twitter, Facebook, LinkedIn and Instagram to stay in touch and follow his Tesla news coverage on Torque News.