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Any chance this is start of Gigafactory 2?There were rumors of a Samsung tie-up too last year, but nothing came of that:
http://www.koreatimes.co.kr/www/news/tech/2015/02/133_173217.html
In general, it's not impossible for them to source similar cells, but suspect it'll be mainly to fill gaps while the Gigafactory is still building. Unless LG Chem also invests in the Gigafactory, Panasonic will still be the primary player.
There were rumors of a Samsung tie-up too last year, but nothing came of that:
http://www.koreatimes.co.kr/www/news/tech/2015/02/133_173217.html
In general, it's not impossible for them to source similar cells, but suspect it'll be mainly to fill gaps while the Gigafactory is still building. Unless LG Chem also invests in the Gigafactory, Panasonic will still be the primary player.
Yeah, nothing seemed to come of the Samsung deal/rumor...
BingoThis squeezes the cell supply for everyone else even more.
OK...but Barron's has a reputation to uphold...I'm feeling a bit more comfortable with the article...Which cites the Nikkei article, which has no sources.
Just the outside possibility of this should cause a pop in the stock tomorrow.
Tesla confirmed:OK...but Barron's has a reputation to uphold...I'm feeling a bit more comfortable with the article...