Report: Trump tariffs caused Tesla to suspend shipments of Cybercab and Semi parts from China
When President Trump added 34% levies on Chinese goods as part of his reciprocal tariffs on April 2, Tesla, which gets some of its components for its robotaxi and its electric semitrucks from China, held its ground. But when Trump soon after raised the tariff to 84% and then to 125%, Tesla suspended shipments of those parts, according to an exclusive report from Reuters.
The fees were just too much for the electric vehicle maker to handle, and the ensuing suspension puts Tesla’s future product rollouts in jeopardy. Tesla was supposed to start receiving those components “in upcoming months” in order to start trial production of the Cybercab and Semi in October and mass production in 2026, Reuters said, citing a person with direct knowledge.
CEO Elon Musk has pegged his company’s sky-high valuation on the idea that his company will sell AI and robotics products encapsulated in things like an autonomous Cybercab and semitruck.
Earlier this week, Trump suggested he might offer tariff relief on autos and auto parts from “Canada, Mexico, and other places.” It’s unclear if China-made auto parts would be included.
The fees were just too much for the electric vehicle maker to handle, and the ensuing suspension puts Tesla’s future product rollouts in jeopardy. Tesla was supposed to start receiving those components “in upcoming months” in order to start trial production of the Cybercab and Semi in October and mass production in 2026, Reuters said, citing a person with direct knowledge.
CEO Elon Musk has pegged his company’s sky-high valuation on the idea that his company will sell AI and robotics products encapsulated in things like an autonomous Cybercab and semitruck.
Earlier this week, Trump suggested he might offer tariff relief on autos and auto parts from “Canada, Mexico, and other places.” It’s unclear if China-made auto parts would be included.
