From @KelvinYang7's two independent sources (one of which is a supplier's stock offering filing) linked below, I now see very high probability that Tesla is preparing for a final Model Y production rate of 450k at GF3 (together with Model 3 at 200k).
It will obviously take time to ramp to target capacity which may not be hit until late 2021.
Tesla will also have to ramp demand otherwise it may not pull the trigger to ramp from 2 to 3 shifts.
It also needs to ramp cell supply (fortunately battery day is now very soon!)
When the same precise information comes from two independent sources, one of which is a stock offering filing (with high repercussions for false information), then I believe it.
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