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Dutch automotive conglomerate Stellantis announced the forming of a new joint venture with Hon Hai Technology Group, better known as Foxconn, to develop and scale a family of state-of-the-art semiconductors for next-generation EV platforms. Stellantis and Foxconn will each bring their own expertise to the JV, which should eventually cater to the entire automotive industry.

While Stellantis ($STLA) is by no means leading the global transition into battery electric vehicles, it has made large strides in recent months, despite the public waffling of its CEO Carlos Tavares. We really started taking the company’s change of attitude seriously last fall, when Stellantis Europe’s head, Uwe Hochschurtz, broke from Tavares claiming, “The people have decided: we will be purely electric.”

Following a growing success in EVs overseas, Stellantis has doven head first into a North American EV transition on the wings of beloved brands like Ram and Jeep. At the same time, we’ve seen the company invest into new technologies like lithium-sulfer chemistry to deliver lower cost EV batteries stateside.

From a global standpoint, Stellantis has formed joint ventures with companies like Galloo in order to recycle end of life vehicles and establish a more circular automotive economy. Stellantis’ latest joint venture will deliver advanced semiconductors alongside a leader in electronic component manufacturing – Foxconn.

Stellantis semiconductor
Stellantis’ plans for four new global EV platforms, including its STLA Brain software architecture / Credit: Stellantis

Stellantis looks to feed global semiconductor demand

According to a press release from Stellantis, it has formed a company alongside semiconductor manufacturing company Foxconn, called SiliconAuto. The new company builds upon a non-binding memorandum of understanding between the two OEMs signed back in late 2021.

Today’s result is a 50/50 joint venture to “tailor chips aimed at new generation of automotive industry vehicle platforms.” The partners state that SiliconAuto will combine Stellantis’ understanding of global mobility needs with Foxconn’s development and manufacturing expertise, particularly in the world of Information and Communication Technologies (ICT).

Stellantis states its new generation of advanced semiconductors will eventually support its future EV platforms, in addition to its STLA Brain software architecture. Foxconn also intends to use the semiconductors in its own vehicles, as well as those it manufactures for other OEMs. Stellantis CTO Ned Curic spoke to the potential of the semiconductor technology expected to come from the new joint venture with Foxconn:

Stellantis will benefit from a robust supply of essential components, which is critical to fueling the rapid, software-defined transformation of our products. Our goal is to build vehicles that seamlessly connect with our customers’ daily lives and deliver class-leading capabilities years after they leave the assembly line. With this joint venture, we can create purpose-built innovations with an efficient partnership.

The partners state that SiliconAuto will be managed by executives from both companies and headquartered in the Netherlands. No word yet on where the semiconductors will actually be manufactured, but Foxconn currently operates 173 campuses across 24 countries, so there are plenty of options.

Stellantis expects SiliconAuto to begin delivering semiconductors for new EV platforms in 2026.

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Podcast: new Tesla Cybertruck, tariff mayhem, Lucid buys Nikola, and more

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Podcast: new Tesla Cybertruck, tariff mayhem, Lucid buys Nikola, and more

In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss the new Tesla Cybertruck RWD, more tariff mayhem, Lucid buying Nikola, and more.

The show is live every Friday at 4 p.m. ET on Electrek’s YouTube channel.

As a reminder, we’ll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in.

After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps:

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We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming.

Here are a few of the articles that we will discuss during the podcast:

Here’s the live stream for today’s episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET):

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Get your EV questions answered at Drive Electric Earth Month events, all April

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Get your EV questions answered at Drive Electric Earth Month events, all April

It’s that time of year again, time for events across the country to show off electric vehicles at Drive Electric Earth Month.

Drive Electric Earth Month is an offshoot of Drive Electric Week, a long-running annual tradition hosting meetups mostly in the US, but also occasionally in other countries. It started as Drive Electric Earth Day, but since not every event can happen on the same day, they went ahead and extended it to encompass “Earth Month” events that happen across the month of April. It’s all organized by Plug In America, the Sierra Club, the Electric Vehicle Association, EV Hybrid Noire, and Drive Electric USA.

Events consist of general Earth Day-style community celebrations, EV Ride & Drives where you can test drive several EVs in one place, and opportunities to talk to EV owners and ask them questions about what it’s like to live with an EV, away from the pressure of a dealership.

This month, there are currently 152 events registered across the US and 1 in Mexico (including one online webinar about things to consider when purchasing an EV).

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Events have already started, with a smattering happening over the last week. One really neat one was the Asheville event, which showcased the resiliency of EVs in an area devastated by Hurricane Helene, which was made more severe by climate change. That event was attended by the Rivian R1T which famously got dragged 100 feet submerged in mud and came out running fine.

But the bulk of the events are coming up on the weekends of April 19-20th, and even moreso, the weekend of the 26-27th.

There are plenty of events in the big cities where you’d expect, but Plug In America wanted to highlight a few of the events in smaller places around the country. Here’s a sampling of upcoming events:

  • Space Coast Drive Electric Earth Month Event at the American Muscle Car Museum in Melbourne, FL on April 19, 10am-2pm – EVs are the new muscle car of the 21st century, and this event has been one of the biggest ones nationally in previous years (with 47 vehicles registered already). The event is free, but the museum has a required donation for entry.
  • EV Mississippi Spring Drive Electric Earth Day Event in Hattiesburg, MS on April 19, 10am-2pm – This one is happening at a PetSmart near a Tesla Supercharger, and is a combined EV/pet adoption event with food, pets, raffle prizes, test drives, and activities for all ages.
  • Big Island EV – Cruise and Picnic in Waimea, HI on April 26, 10am-1pm – EV drivers will congregate in various places around the Big Island (Kona, Waimea, Waikoloa and Hilo), then drive up Saddle Road to the Gil Kahele Recreation Area on Mauna Kea for a potluck and a chance to talk about the experience of owning EVs on the Big Island.
  • Santa Barbara Earth Day 2025 and Green Car Show in Santa Barbara, CA on April 26-27, 11am-8pm – This is part of Santa Barbara’s Earth Day celebration, which routinely attracts 30,000 participants and is one of the longest-running Earth Day celebrations on the planet. The Green Car Show includes ride & drives and an “Owners Corner” where owners can showcase their EVs and attendees can check them out and ask questions.
  • Earth Day’25 – EV’s role in a sustainable future in Queretaro City, Mexico on April 26, 9am-4pm – The sole Mexican event, this is a combined in-person/online seminar at the Querétaro Institute of Technology.
  • Norman Earth Day Festival in Norman, OK on April 27, 12-5pm – Another municipal Earth Day festival, with hands-on activities for kids to learn about the environment. A portion of the parking lot reserved for an EV car show for EV owners who pre-register to show off their vehicles.
  • Oregon Electric Vehicle Association Test Drive & Information Expo in Portland, OR on April 27, 10am-4pm – This one is at Daimler Truck’s North American HQ, and will have several EVs for test drives, owner displays (including DIY gas-to-EV conversions), and keynote presentations by EV experts. They’ll even have a 1914 Detroit Electric EV available for test rides!
  • And, we at Electrek want to give a shoutout to Rove’s EV Drive Days in Santa Ana 10am-3pm April 28 – ROVE is the company behind the “full-service” EV charging concept that we’ve talked about several times here on Electrek, and we like what they’re doing for EV charging. They’ve hosted a few community events, and this is their contribution to Earth Month.

Each event has a different assortment of activities (e.g. test drives won’t be available at every event, generally just the larger ones attended by local dealerships), so be sure to check the events page to see what the plan is for your local event.

These events have offered a great way to connect with owners and see the newest electric vehicle tech, and even get a chance to do test rides and drives in person. Attendees got to hear unfiltered information from actual owners about the benefits and trials of owning EVs, allowing for longer and more genuine (and often more knowledgeable) conversations than one might normally encounter at a dealership.

And if you’re an owner – you can show off your car and answer those questions for interested onlookers.

If you can’t make it to any of the physical events, there are also a few virtual events (go here and click “online events” at the top) including a webinar about programs to help you charge your EV at work, a virtual show and tell about EVs in middle America and an information session about potential career pathways related to e-mobility in Virginia.

To view all the events and see what’s happening in your area, you can check out the list of events or the events map. You can also sign up to volunteer at your local events, and if you plan to show off your electric car, you can RSVP on each event page and list the vehicle that you plan to show (or see what other vehicles have already registered).


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Tesla’s US sales are worse than what is reported, here’s more accurate data

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Tesla's US sales are worse than what is reported, here's more accurate data

Tesla’s electric vehicle sales in the US are worse than what the media is reporting right now. That’s partly because Tesla is hiding its sales.

Here’s more accurate data.

Today, you might see many headlines about Tesla’s US sales based on Cox Automotive’s Q1 2025 US electric vehicle sales report.

The main problem with this report is that it is a complete estimate when it comes to Tesla, the biggest EV manufacturer in the US.

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Of all the major automakers, Tesla is the only one that doesn’t break down sales by region or even model.

For comparison, here’s a Ford US sales report vs a Tesla global sales report (its only delivery report):

Because Tesla is so opaque with its sales, analysts often rely on reports like Cox’s, which are also estimates.

The Cox report cited in the media today claims that Tesla delivered 128,100 vehicles in the US in Q1 2025 – down 8.6% compared to Q1 2024.

That’s despite EV sales being up 10% overall in the first quarter.

Here’s the report:

Brand Q1 2025 Sales Q1 2024 Sales YOY % Change
Acura 4,813
Audi 5,905 5,714 3.3%
BMW 13,538 10,712 26.4%
Cadillac 7,972 5,800 37.4%
Chevrolet 19,186 8,957 114.2%
Dodge 1,947
Ford 22,550 20,223 11.5%
Genesis 1,496 992 50.8%
GMC 4,728 1,668 183.5%
Honda 9,561
Hyundai 12,843 12,218 5.1%
Jaguar 381 256 48.8%
Jeep 2,595
Kia 8,656 11,401 -24.1%
Lexus 1,453 1,603 -9.4%
Mercedes 3,472 8,336 -58.3%
Mini 696 824 -15.5%
Nissan 6,471 5,284 22.5%
Porsche 4,358 1,247 249.5%
Rivian 8,553 13,588 -37.1%
Subaru 1,154 1,147 0.6%
Tesla 128,100 140,187 -8.6%
Toyota 5,610 1,897 195.7%
Volvo 2,718 996 172.9%
VW 9,564 6,167 55.1%
Additional EV Models 5,930 6,764 -12.3%
Total (Estimates) 294,250 265,981 10.6%

Cox’s estimate looks quite high. The best way to figure out Tesla deliveries in the US is to take deliveries based on registration data in all other markets where Tesla sells vehicles in the world, which are quite accurate, and subtract that number from Tesla’s reported global deliveries.

For the first quarter, Tesla reported 336,681 deliveries globally, and Tesla registrations in all markets except the US and Canada totaled 212,024 vehicles (via TroyTeslike).

This would mean Tesla delivered about 124,657 vehicles in the US and Canada in Q1 2025.

That’s already about 3,500 fewer deliveries than Cox’s estimate, but it includes Canadian deliveries, which are also hard to estimate in the first quarter. It’s safe to assume that they are at about 5,000 units.

This means that Tesla is down closer to 15% than 8% in the US in Q1 2025.

Electrek’s Take

Yes, the Model Y changeover certainly affected Tesla’s performance in the US, but it’s clearly not the only factor at play.

Tesla ended the quarter with record inventory not seen in years. The automaker has no backlog of orders for the new Model Y. You can get one today in many regions of the US.

I think there are good reasons to worry about Tesla’s demand in the US. The main reason is the brand damage caused by Elon Musk, which mostly occurred in the second half of the first quarter.

The lack of backlogs for new Model Y orders is concerning.

I believe deliveries will be up from Q1 this quarter, but they will be down from Q2 2024, and it is more likely that Tesla’s deliveries will be down for the full year 2025 despite most analysts still believing Tesla will still grow this year.

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