Tesla to resume Chinese parts shipments for Cybercab, Semi truck

Tesla will resume shipping components from China to the United States by the end of May to support the production of its upcoming Cybercab and Semi truck models, according to a source with direct knowledge of the matter.

The decision follows a recent US-China agreement to roll back most tariffs and countermeasures, marking a significant easing in trade tensions after high-level talks in Geneva.

The development is expected to immediately impact manufacturing and supply chains for American companies reliant on Chinese imports.

Tesla had previously halted shipment plans after President Donald Trump raised tariffs on Chinese goods to 145%, threatening production schedules for the Cybercab and Semi.

The tariff truce, announced Monday, clears the path for trial production of the Cybercab in Texas and the Semi in Nevada starting in October. Mass production is targeted for 2026.

The Cybercab is Tesla’s upcoming autonomous electric vehicle designed without a steering wheel or pedals. It is part of a planned robotaxi service, with the car expected to cost under $30,000.

Tesla is currently seeking state-level approvals to deploy the service across the US.

The Semi, Tesla’s electric truck, is also scheduled for scaled production in 2026, with deliveries to clients such as PepsiCo.

The source cautioned that the situation remains fluid due to the Trump administration’s unpredictable stance on trade. Tesla declined to comment.

CEO Elon Musk has openly opposed tariffs and lobbied Trump to ease trade restrictions, citing delays in critical equipment imports needed for US factory expansion.

CFO Vaibhav Taneja added that tariffs had negatively impacted Tesla’s capital investment plans.