It is reported that Tesla will restart the import of components from China for the production of the Cybercab and Semi trucks in the United States
Tesla plans to resume importing components from China starting at the end of this month for the production of the Cybercab autonomous taxi and the Semi electric truck. This decision was made after a ceasefire agreement between China and the United States regarding tariff issues, marking a de-escalation of trade tensions between the two countries. Tesla had previously suspended component shipments due to tariff increases, which affected the production schedule of new models. Tesla expects to achieve mass production of these two models by 2026
According to the Zhitong Finance APP, a source revealed that after a ceasefire agreement was reached between China and the United States on tariff issues, Tesla (TSLA.US) plans to resume shipping components produced in China to the United States starting at the end of this month for the production of the Cybercab autonomous taxi and Semi electric truck. This indicates that the easing of trade tensions between the world's two largest economies following the Geneva negotiations last weekend has had an immediate impact on business activities.
According to reports last month, Tesla suspended its component shipping plan after U.S. President Donald Trump raised tariffs on Chinese goods to 145%, a move that could disrupt Tesla's plans to launch mass production of two highly anticipated models.
The trade truce agreement shows that both China and the U.S. have agreed to eliminate most tariffs and other countermeasures. However, the source pointed out that given the unpredictability of the Trump administration's policies, the current situation still has uncertainties. Tesla has not immediately responded to requests for comment.
Previously, Tesla planned to begin trial production of these two models in October and achieve mass production by 2026. The Cybercab will be produced in Texas, while the Semi truck will be manufactured in Nevada.
Tesla has been seeking state government approval for a batch of Cybercab autonomous taxis without steering wheels and pedals to launch Robotaxi services. The company unveiled this concept model last October and promised to start mass production before 2026, with a price tag of under $30,000.
In addition, Tesla plans to expand the production scale of the Semi truck in 2026 and accelerate the delivery of long-overdue orders to customers such as PepsiCo (PEP.US).
The tariff policy introduced by Trump was intended to promote the development of U.S. manufacturing but has caused losses for his political ally, Tesla CEO Elon Musk. Musk has publicly supported free trade and has repeatedly expressed opposition to tariff policies.
Last month, Musk revealed to analysts during the first-quarter earnings call that he had proposed lowering tariffs to Trump, but the final decision still rests with the president.
Tesla's Chief Financial Officer Vivek Taneja stated during the same conference call that tariffs have also impacted the company's capital investment plans. To expand its domestic production lines, Tesla needs to import equipment from outside the United States, especially from China, and tariffs have increased the costs and complexities of this process
