XPengTesla China
XPeng Leads, Tesla Localizes as EV AI Costs Rise
XPeng’s new Malaysia plant, Tesla China’s reported Doubao AI integration, and a 180% spike in automotive memory chip prices show how Chinese EV competition is shifting beyond vehicles alone. Global production, localized in-car AI, and semiconductor resilience are becoming decisive factors, while CATL is warning that solid-state batteries remain far from true mass production.
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