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Tesla Q2 2026 Earnings: FSD Drives Vehicle Demand, Chip Fab Equipment Ordered, Robotaxi Logs 380K Incident-Free Miles特斯拉Q2 2026财报：FSD拉动整车销量，芯片工厂设备下单，机器人出租车38万英里零事故
S 1.5
T3
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R2-regulatory
- Tesla's Q2 2026 earnings call said FSD (Full Self-Driving) has become a major driver of vehicle sales in regions where it is approved, with 1.5 million paid FSD customers worldwide, 45% of them on the subscription plan.
- Tesla has placed equipment orders for a new chip-development fab at Giga Texas, nicknamed "Terfab," with Elon Musk saying its location deserves its own dedicated announcement and that no comparable facility exists anywhere in the world.
- Tesla's Robotaxi program reported a perfect safety record with zero notable incidents across 380,000 miles driven, and the fleet's unsupervised miles have been growing at double-digit rates.
- 特斯拉Q2 2026财报电话会议指出，FSD（完全自动驾驶）已成为已获批地区整车销量的重要驱动力，全球付费FSD用户达150万，其中45%为订阅模式。
- 特斯拉已为Giga Texas代号"Terfab"的芯片研发工厂下达设备订单，马斯克表示该工厂选址值得单独公告，并称世界上不存在与之类似的建筑。
- 特斯拉机器人出租车项目保持完美安全记录，累计行驶38万英里零重大事故，无人监督里程正以两位数速度增长。