Japan
Japan Tops 100,000 EVs in a Year for the First Time, Just as the Subsidy Clock Runs Down
Japan sold 111,876 battery-electric cars from January to October, its first 100,000-plus year, and EVs hit a record 4.6% share in October. Toyota now leads Nissan for the year. From January, the Model Y subsidy drops from ¥1.27 million to ¥762,000.
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Japan
Japan Tops 100,000 EVs in a Year for the First Time, Just as the Subsidy Clock Runs Down
Japan sold 111,876 battery-electric cars from January to October, its first 100,000-plus year, and EVs hit a record 4.6% share in October. Toyota now leads Nissan for the year. From January, the Model Y subsidy drops from ¥1.27 million to ¥762,000.
Tesla
Musk: Cybertruck Orders Outrun the Line, Tesla Will Refund ‘a Lot’ of Deposits
Elon Musk says Cybertruck orders far exceed what Giga Texas can build before the line shuts in about eight months, so many deposits will be returned. He says the truck isn't unprofitable.
Autonomy
Tesla Robotaxi Lands in San Antonio With Its Biggest Day-One Map Yet
Tesla's unsupervised Robotaxi opened in San Antonio on Nov. 9 with a launch zone of roughly 275 square miles, its largest at launch and its eighth city. Musk also says Cybertruck deposits will be refunded as the line makes way for Cybercab.
SpaceXSI
SpaceX Officially Targets Nov. 13 for Starship’s First Double Catch
SpaceX posted the official Starship Flight 15 page and set a window as early as Friday, Nov. 13, pending approval, for the first attempt to catch both Super Heavy and Starship. 26 Starlink V3 satellites are riding along.
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Tesla
Tesla Plans Giant Second Hall at Giga Berlin on the Road to 1 Million Cars a Year
Tesla will file permits in December for a 536,000 m² second production hall at Giga Berlin, a step toward 1 million vehicles a year.
Tesla
Tesla Q3 2026 Earnings: What Shareholders Want Answered on October 21
Tesla reports Q3 2026 results Oct 21 (Oct 22, 6:30 a.m. JST). Shareholder questions focus on Cybercab, Robotaxi, Optimus and HW3 upgrades.
Starlink
Ukraine’s Starshield Slowdown: Musk Says the U.S. Government, Not SpaceX, Sets the Limits
Ukraine says Starshield cut out on fast drones. Musk says Starshield is owned and controlled by the U.S. government, which sets any speed limits.
Autonomy
FSD v14 Lite Finally Reaches Intel-Powered Tesla Model S and Model X
Intel-based HW3 Model S and Model X are getting FSD (Supervised) v14.3 Lite in update 2026.38.5.1. Here is what is included and what is missing.
Japan
Tesla Model Y Is Japan’s Best-Selling Import Again as Registrations Double
Tesla Japan says Model Y was the top foreign-brand model in September 2026. JAIA data shows Tesla's category up 128%, with 2026 registrations near double.
SpaceXSI
FAA Starts Review of SpaceX Plan for Up to 456 Starship Launches a Year
The FAA is reviewing SpaceX plans for up to 456 Starship launches and 912 landings a year from Starbase, up from 25. Comments are due Nov 30.
Robotics
Musk on Optimus: Magnet Curbs Cost Months, Hands Are ‘Shockingly Difficult’
Elon Musk says China magnet curbs set Optimus back 2-3 months, hands remain the hardest problem, and production will ramp slowly at first.
Energy
Taiwan’s Apollo Power Orders 1 GWh of Tesla Megapacks for the AI Power Crunch
Apollo Power ordered 260 Tesla Megapack 2XL units, about 1 GWh, to back AI data centers and grid resilience in Taiwan, with deliveries from late 2027.
Japan
Japan Mobility Show Bizweek 2026: Hybrids, Hydrogen and Roads That Charge Your EV
Japan Mobility Show Bizweek 2026 ran Oct 13-16 at Makuhari Messe. Few new EVs, but Honda Charge, V2H and wireless in-motion charging stood out.
Popular articles
Japan
Japan Tops 100,000 EVs in a Year for the First Time, Just as the Subsidy Clock Runs Down
Japan sold 111,876 battery-electric cars from January to October, its first 100,000-plus year, and EVs hit a record 4.6% share in October. Toyota now leads Nissan for the year. From January, the Model Y subsidy drops from ¥1.27 million to ¥762,000.
Tesla
Musk: Cybertruck Orders Outrun the Line, Tesla Will Refund ‘a Lot’ of Deposits
Elon Musk says Cybertruck orders far exceed what Giga Texas can build before the line shuts in about eight months, so many deposits will be returned. He says the truck isn't unprofitable.
Autonomy
Tesla Robotaxi Lands in San Antonio With Its Biggest Day-One Map Yet
Tesla's unsupervised Robotaxi opened in San Antonio on Nov. 9 with a launch zone of roughly 275 square miles, its largest at launch and its eighth city. Musk also says Cybertruck deposits will be refunded as the line makes way for Cybercab.
SpaceXSI
SpaceX Officially Targets Nov. 13 for Starship’s First Double Catch
SpaceX posted the official Starship Flight 15 page and set a window as early as Friday, Nov. 13, pending approval, for the first attempt to catch both Super Heavy and Starship. 26 Starlink V3 satellites are riding along.
Japan
Toyota H1 Operating Profit Rises 9.2% to ¥2.19 Trillion; Full-Year Guide Lifted to ¥3.9 Trillion
Toyota’s first-half operating income rose 9.2% to ¥2.191 trillion, the first H1 gain in three years, and full-year operating guidance was raised to ¥3.9 trillion.
Featured Articles
Japan
Japan Tops 100,000 EVs in a Year for the First Time, Just as the Subsidy Clock Runs Down
Japan sold 111,876 battery-electric cars from January to October, its first 100,000-plus year, and EVs hit a record 4.6% share in October. Toyota now leads Nissan for the year. From January, the Model Y subsidy drops from ¥1.27 million to ¥762,000.
Tesla
Musk: Cybertruck Orders Outrun the Line, Tesla Will Refund ‘a Lot’ of Deposits
Elon Musk says Cybertruck orders far exceed what Giga Texas can build before the line shuts in about eight months, so many deposits will be returned. He says the truck isn't unprofitable.
Autonomy
Tesla Robotaxi Lands in San Antonio With Its Biggest Day-One Map Yet
Tesla's unsupervised Robotaxi opened in San Antonio on Nov. 9 with a launch zone of roughly 275 square miles, its largest at launch and its eighth city. Musk also says Cybertruck deposits will be refunded as the line makes way for Cybercab.
SpaceXSI
SpaceX Officially Targets Nov. 13 for Starship’s First Double Catch
SpaceX posted the official Starship Flight 15 page and set a window as early as Friday, Nov. 13, pending approval, for the first attempt to catch both Super Heavy and Starship. 26 Starlink V3 satellites are riding along.
Japan
Toyota H1 Operating Profit Rises 9.2% to ¥2.19 Trillion; Full-Year Guide Lifted to ¥3.9 Trillion
Toyota’s first-half operating income rose 9.2% to ¥2.191 trillion, the first H1 gain in three years, and full-year operating guidance was raised to ¥3.9 trillion.
Japan
Japan Tops 100,000 EVs in a Year for the First Time, Just as the Subsidy Clock Runs Down
Japan sold 111,876 battery-electric cars from January to October, its first 100,000-plus year, and EVs hit a record 4.6% share in October. Toyota now leads Nissan for the year. From January, the Model Y subsidy drops from ¥1.27 million to ¥762,000.
Musk: Cybertruck Orders Outrun the Line, Tesla Will Refund ‘a Lot’ of Deposits
Elon Musk says Cybertruck orders far exceed what Giga Texas can build before the line shuts in about eight months, so many deposits will be returned. He says the truck isn't unprofitable.
Tesla Robotaxi Lands in San Antonio With Its Biggest Day-One Map Yet
Tesla's unsupervised Robotaxi opened in San Antonio on Nov. 9 with a launch zone of roughly 275 square miles, its largest at launch and its eighth city. Musk also says Cybertruck deposits will be refunded as the line makes way for Cybercab.
SpaceX Officially Targets Nov. 13 for Starship’s First Double Catch
SpaceX posted the official Starship Flight 15 page and set a window as early as Friday, Nov. 13, pending approval, for the first attempt to catch both Super Heavy and Starship. 26 Starlink V3 satellites are riding along.
Toyota H1 Operating Profit Rises 9.2% to ¥2.19 Trillion; Full-Year Guide Lifted to ¥3.9 Trillion
Toyota’s first-half operating income rose 9.2% to ¥2.191 trillion, the first H1 gain in three years, and full-year operating guidance was raised to ¥3.9 trillion.
Japan & China EV Week: 12,733 Japan BEVs, Tesla China’s 67,829 and Taxis With No Wheel
Japan and China EV news this week: Japan registered 12,733 BEVs in October, Tesla China shipped 67,829, China NEV wholesale hit a 1.81 million record, and Japan plans to certify robotaxis with no steering wheel.
Zoox Puts Japan and Korea on Its Overseas Robotaxi Test List
Zoox CEO Aicha Evans told WSJ Tech Live that Japan, Korea, London and other EU cities are targets for data-collection fleets before purpose-built robotaxis. No timeline was given.
Japan
Japan Tops 100,000 EVs in a Year for the First Time, Just as the Subsidy Clock Runs Down
Japan sold 111,876 battery-electric cars from January to October, its first 100,000-plus year, and EVs hit a record 4.6% share in October. Toyota now leads Nissan for the year. From January, the Model Y subsidy drops from ¥1.27 million to ¥762,000.
Tesla
Musk: Cybertruck Orders Outrun the Line, Tesla Will Refund ‘a Lot’ of Deposits
Elon Musk says Cybertruck orders far exceed what Giga Texas can build before the line shuts in about eight months, so many deposits will be returned. He says the truck isn't unprofitable.
Autonomy
Tesla Robotaxi Lands in San Antonio With Its Biggest Day-One Map Yet
Tesla's unsupervised Robotaxi opened in San Antonio on Nov. 9 with a launch zone of roughly 275 square miles, its largest at launch and its eighth city. Musk also says Cybertruck deposits will be refunded as the line makes way for Cybercab.
SpaceXSI
SpaceX Officially Targets Nov. 13 for Starship’s First Double Catch
SpaceX posted the official Starship Flight 15 page and set a window as early as Friday, Nov. 13, pending approval, for the first attempt to catch both Super Heavy and Starship. 26 Starlink V3 satellites are riding along.
Tesla
Autonomy
Tesla Robotaxi Lands in San Antonio With Its Biggest Day-One Map Yet
Tesla's unsupervised Robotaxi opened in San Antonio on Nov. 9 with a launch zone of roughly 275 square miles, its largest at launch and its eighth city. Musk also says Cybertruck deposits will be refunded as the line makes way for Cybercab.
Tesla
Tesla Will Wind Down Cybertruck at Giga Texas Mid-2027 to Make Room for Cybercab
Elon Musk said Tesla will wind down Cybertruck production at Gigafactory Texas around mid-2027 for more Cybercab output, after U.S. stickers rose again and Dual Motor orders paused.
Tesla
Tesla Will Wind Down Cybertruck at Giga Texas Mid-2027 to Make Room for Cybercab
Elon Musk said Tesla will wind down Cybertruck production at Gigafactory Texas around mid-2027 for more Cybercab output, after U.S. stickers rose again and Dual Motor orders paused.
SpaceX
Japan
Qualcomm’s Biggest 5G Deal Yet: Powering Starlink Mobile’s Nationwide Terrestrial Network
SpaceX picked Qualcomm Dragonwing (QRU100, QDU100, Layer 1) for Starlink Mobile's U.S. terrestrial 5G network. Multi-year deal, tens of thousands of sites from 2027, 64T64R Massive MIMO — Qualcomm's biggest 5G deal yet.
SpaceXSI
SpaceX Opens a Storefront for Starfall: 1,000 kg to Orbit and Back, Starlink Included, Price Not Listed
SpaceX's new Starfall page pitches weeks of microgravity on Starship with 1,000 kg of payload and a live Starlink link. Who's booked, what's missing, and what it means for Japan's ElevationSpace.
SpaceXSI
SpaceX Officially Targets Nov. 13 for Starship’s First Double Catch
SpaceX posted the official Starship Flight 15 page and set a window as early as Friday, Nov. 13, pending approval, for the first attempt to catch both Super Heavy and Starship. 26 Starlink V3 satellites are riding along.
Japan
Qualcomm’s Biggest 5G Deal Yet: Powering Starlink Mobile’s Nationwide Terrestrial Network
SpaceX picked Qualcomm Dragonwing (QRU100, QDU100, Layer 1) for Starlink Mobile's U.S. terrestrial 5G network. Multi-year deal, tens of thousands of sites from 2027, 64T64R Massive MIMO — Qualcomm's biggest 5G deal yet.
SpaceXSI
SpaceX Opens a Storefront for Starfall: 1,000 kg to Orbit and Back, Starlink Included, Price Not Listed
SpaceX's new Starfall page pitches weeks of microgravity on Starship with 1,000 kg of payload and a live Starlink link. Who's booked, what's missing, and what it means for Japan's ElevationSpace.
AI
SpaceX’s Next AI Clusters Are Called Gun Range and Spam, and Only One of Them Is for Training
Musk says Gun Range will hold 220,000 Nvidia GB300s for training by the end of November, and Spam, a former Hormel warehouse, about 200,000 for inference in December, on the way to roughly 1.2 million Blackwells at Colossus 2.
SpaceXSI
Ship 42 Aces Its Static Fires: Starship Flight 15 Is Cleared on the Stand as Florida Goes Quiet for Starship
SpaceX says Ship 42 finished a full six-engine static fire and a single-engine deorbit-burn test, so both Flight 15 stages are done on the stand ahead of a two-stage catch attempt. Florida, meanwhile, pauses Falcon 9 for six weeks to get Pad 39A ready for Starship.
EV Industry
Japan
Toyota H1 Operating Profit Rises 9.2% to ¥2.19 Trillion; Full-Year Guide Lifted to ¥3.9 Trillion
Toyota’s first-half operating income rose 9.2% to ¥2.191 trillion, the first H1 gain in three years, and full-year operating guidance was raised to ¥3.9 trillion.
Toyota H1 Operating Profit Rises 9.2% to ¥2.19 Trillion; Full-Year Guide Lifted to ¥3.9 Trillion
Toyota’s first-half operating income rose 9.2% to ¥2.191 trillion, the first H1 gain in three years, and full-year operating guidance was raised to ¥3.9 trillion.
Japan & China EV Week: 12,733 Japan BEVs, Tesla China’s 67,829 and Taxis With No Wheel
Japan and China EV news this week: Japan registered 12,733 BEVs in October, Tesla China shipped 67,829, China NEV wholesale hit a 1.81 million record, and Japan plans to certify robotaxis with no steering wheel.
Japan EV Sales October 2026: Registered BEVs Still ~3× YoY at 5.9% Share
Japan registered 12,733 BEVs in October (5.9% of passenger cars), still about 3.3× a year ago. Toyota led; Honda Super-ONE and BYD RACCO surged; Tesla's proxy cooled from September.
Toyota Recalls 121,260 bZ3X and bZ7 EVs in China Over a Loose Nut and Two Software Bugs
GAC Toyota is recalling 100,175 bZ3X SUVs over front suspension nuts and 21,085 bZ7 sedans over braking and steering software, SAMR said. A separate Prado and Lexus GX recall takes Toyota's China total to 176,737.
China’s October Split: Record 1.81 Million NEVs Shipped, but Retail Sales Fall 10%
CPCA's preliminary October data show record NEV wholesale of 1.807 million while NEV retail fell 10% to 1.148 million. Gasoline car output halved, and Japanese brands feel it.