Musk's Chip Factory Concept: A Potential Connection Between Tesla, SpaceX, and xAI
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 17 2025
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Source: TipRanks
Chip Manufacturing Plans: Elon Musk hinted at Tesla potentially building its own chip manufacturing plant, which could supply chips for Tesla products and other ventures, including SpaceX data centers.
Optimus and Cybercab Developments: Musk aims to integrate Tesla's Optimus humanoid robot with the Cybercab autonomous vehicle for deliveries, despite production delays until 2026 and the need for redesigns.
Cybercab Production Challenges: The Cybercab is set to begin production in April, but its design lacks traditional controls, requiring regulatory exemptions for legal sales, which may limit initial production.
Analyst Ratings on TSLA Stock: Analysts maintain a Hold consensus on TSLA stock, with an average price target suggesting a potential downside risk of 6.1%.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSLA is 401.93 USD with a low forecast of 25.28 USD and a high forecast of 600.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 431.460
Low
25.28
Averages
401.93
High
600.00
Current: 431.460
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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