Overview

• Tesla has officially suspended plans to import components for its Cybercab and Semi models from China due to prohibitive 145% U.S. tariffs on Chinese goods.
• The decision disrupts Tesla’s production schedule, which targeted trial production in October 2025 and mass production in 2026.
• The Cybercab and Semi production lines, planned for Texas and Nevada respectively, now face significant logistical and cost challenges.
• President Trump is considering tariff modifications for imports from Mexico and Canada, but similar leniency for Chinese goods appears unlikely.
• The tariff escalation underscores broader trade war dynamics, complicating global supply chains for automakers like Tesla.