Tesla is preparing to restart shipments of components from China to the U.S. for Cybercab and Semi truck production, after a previous suspension caused by escalating trade tensions between the two countries, as reported by Reuters.
The move emphasizes the swift effects of the recent easing of trade tensions between the economies after weekend negotiations in Geneva.
Tesla paused component shipment plans last month after U.S. President Donald Trump raised tariffs to 145%, posing a risk to the production schedule for these vehicle models.
On Monday, the U.S. and China reached a truce, agreeing to reverse the majority of tariffs and countermeasures. However, the source noted that the situation remains uncertain, given the unpredictability of the Trump administration. Tesla has yet to state the matter.
Tesla plans to kick off trial production of the Cybercab and Semi models in October, with full-scale manufacturing set for 2026. The Cybercab is scheduled to be built in Texas, while the Semi will be assembled in Nevada.
Tesla is also working to secure state approvals for a robotaxi service featuring Cybercabs designed without steering wheels or control pedals, with production expected to begin in 2026 at a price under $30,000.
Additionally, the company plans to ramp up Semi truck production in 2026 and expedite deliveries to major customers, including PepsiCo.
Tesla announced in April that its first-quarter revenues for 2025 had dropped by 20%, with automotive revenues totaling $13.97 billion, down from $17.38 billion during the same period the previous year.
Despite avoiding a direct impact from the ongoing trade war, the company experienced a decline in sales in China this year as competition from domestic EV brands intensified.
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