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Tesla formalises China FSD, shifts strategy; no \'EV chasm\'

Tesla is adjusting its full self-driving (FSD) strategy in China, formalising its rollout while leaving the timing unclear and renaming the feature “Tesla assisted driving” in a move seen as aimed at regulation. Strategy shifts are also drawing attention to expansion in other Asian markets such as South Korea. Tesla is also facing production and supply-chain variables, intensifying competition from China and rivals, and broader changes in the EV market and mobility services driven by data and AI.