Overview

• Tesla has suspended plans to import parts from China for its upcoming Cybercab and Semi vehicles due to a tariff increase to 145% imposed by the Trump administration.
• The decision raises the likelihood of delays in trial production, originally planned for October 2025, and mass production targeted for 2026.
• Tesla remains reliant on Chinese-manufactured components, highlighting ongoing vulnerabilities in its supply chain strategy.
• The tariff escalation is part of a broader U.S.-China trade conflict, with both nations imposing steep retaliatory measures on imports.
• Tesla’s stock has already dropped nearly 2% following the announcement, reflecting investor concerns over the company’s production and growth prospects.