Tesla Inc (NASDAQ:TSLA) is set to resume shipping components from China to the United States for the production of its upcoming Cybercab and Semi truck models, according to Reuters.
The move, expected to begin at the end of May, follows a recent trade truce between the US and China that rolled back most tariffs and retaliatory measures.
Reuters reported that the decision marks a rapid shift in Tesla’s supply chain strategy, which had been on hold after the Trump administration raised tariffs on Chinese imports to as high as 145%.
The easing of those tariffs, announced over the weekend, has provided an opening for Tesla to resume key component flows needed for the production ramp-up of two of its most anticipated models.
The Cybercab will be built in Texas, while the Semi truck is slated for production in Nevada. Trial production is scheduled to begin in October 2025, with full-scale manufacturing expected to follow in 2026.
Per Reuters’ reports, the restart of shipments is particularly significant for the Semi program, which targets the electric freight market and already has major corporate buyers such as PepsiCo. Initial output from the Nevada facility is projected to start by year-end and scale up through 2026.
Although the resumption signals optimism, the source told Reuters the situation remains fluid due to the unpredictable nature of US trade policy.
Tesla has not commented on the report.
Shares of Tesla had gained 3.9% by midday Wednesday.