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Given the ongoing tension between the U.S. and China, securing a reliable source for chips could prove challenging but essential. Tesla's strategy appears focused on diversifying its chip suppliers while emphasizing its in-house silicon design capabilities. By employing a dual-sourcing strategy and designing its own chips, Tesla aims to maintain control over its supply chain.

Tesla's Innovative Battery Development

In a nod to its commitment to self-sufficiency, Tesla recently received a patent aimed at developing more cost-effective LFP (lithium iron phosphate) batteries in-house. This move highlights Tesla's ambition to lower its reliance on external suppliers, especially from regions like China, where geopolitical tensions and tariffs pose significant risks.