Electromobili

The Tesla Semi, Tesla’s all-electric Class 8 truck, has seen significant developments in recent weeks as the company ramps up its production efforts. Below is a summary of the latest news based on recent reports and updates:
Production Ramp-Up in Nevada
Tesla is accelerating its Semi production, with plans to begin manufacturing the first units by the end of 2025 at its Gigafactory in Sparks, Nevada. The company has hired over 1,000 new workers to support this effort, a significant increase from the fewer than 100 workers previously assigned to the program, including those at its California pilot line. The Nevada facility is designed to produce up to 50,000 units annually, with volume production targeted for 2026. Tesla recently opened a dedicated extension at the Gigafactory for Semi production, signaling a major commitment to fulfilling long-delayed orders.

First Tesla Semi at Port of Los Angeles
On Earth Day 2025, the Port of Los Angeles saw the deployment of its first Tesla Semi, operated by Lincoln Transportation Services. Denson White, Chief Commercial Officer at APM Terminals at Pier 400, highlighted the milestone, emphasizing the truck’s role in sustainable logistics. This deployment marks a step toward integrating the Semi into real-world commercial operations, particularly in high-traffic logistics hubs.
New Tesla Semi X Account and Updates
Tesla launched an official X account for the Tesla Semi (@tesla_semi
), which made its first post captioned “Big truck energy.” The account aims to share updates on the Semi’s progress. Additionally, Tesla released a keynote video detailing advancements, including the Megacharger network, a new battery design, an electric power take-off (e-PTO) system, and production milestones. The video reaffirmed Tesla’s commitment to starting production by year-end and scaling up in 2026.
Challenges and Delays
Despite the progress, the Tesla Semi program has faced hurdles. Initially unveiled in 2017 with a promised production start in 2019, the program has been delayed multiple times. Recent reports indicate further setbacks, with early customer Ryder noting additional delays and a “dramatic” price increase. While Tesla originally quoted prices of $150,000 for a 300-mile range model and $180,000 for a 500-mile version, speculation suggests costs may now range between $250,000 and $300,000, potentially limiting its market impact unless higher-volume production reduces prices.

Tariff Disruptions
Tesla’s plans to ship components from China for the Semi have been suspended due to U.S. tariffs on Chinese goods, part of a broader trade war under President Donald Trump. These tariffs have disrupted Tesla’s supply chain, delaying trial production originally planned for October 2025 and mass production in 2026. The duration of this suspension remains unclear, posing a risk to Tesla’s production timeline.

Performance and Market Position
The Tesla Semi boasts a range of up to 500 miles, nearly double that of competing electric semi-trucks, and can recharge to 70% capacity in about 30 minutes using Tesla’s Megachargers. Tesla claims the truck is designed for future autonomous operation, though this feature is not yet available. About 200 Semis have been delivered to customers like PepsiCo, which ordered 100 units in 2017. However, Tesla’s focus on scaling production comes amid challenges, including a 13% drop in overall vehicle deliveries in Q1 2025 and a nearly 48% decline in stock value this year, partly attributed to consumer backlash against CEO Elon Musk’s political activities.

Sentiment on X
Posts on X reflect excitement about the Semi’s potential, with users highlighting the hiring of 83 workers for production roles and the truck’s deployment at the Port of Los Angeles. Some call the Semi a “sleeping giant” in Tesla’s lineup, emphasizing its revolutionary potential for the trucking industry. However, skepticism persists due to repeated delays and rising costs.
Conclusion
Tesla is making tangible progress on the Semi, with significant hiring, a dedicated factory extension, and real-world deployments like the Port of Los Angeles pilot. However, supply chain disruptions from tariffs, reported price hikes, and a history of delays temper optimism. The Semi’s 500-mile range and advanced features position it as a leader in the electric trucking space, but Tesla must overcome logistical and market challenges to deliver on its promise of revolutionizing the industry. For the latest updates, follow @tesla_semi
on X or visit tesla.com/semi.

On April 28, #DeepWay achieved the first collaboration in the Asia-Pacific region with the Singaporean partner.
The two conducted a workshop visit and DeepWay showed the innovations to the partner.
This marked a step of the globalization of DeepWay and Chinese New Energy Trucks.

Sneak preview of Tesla robotaxi rolling out in June:
Start with model Y first, there is legislative consideration as well as existing Tesla owners participation
When Waymo launched commercially in 2023, its miles between interventions were 17K miles (95K-100K miles now, some repoets 130K miles); Tesla today is at 12K miles between critical intervention
Waymo logs 0.41 accident per million miles, Tesla FSD reports 0.3 accident per million miles (web reported autopilot 0.13 is highway data so it’s biased)
Tesla cybercab costs $30K, model Y around $50K, Waymo costs $180K to start with and now costs about $130K
Waymo rides charges about $3.5-5/mile; Uber charges about $2.5/mile, still losing money but expect to do better with increased volumes ; Tesla robotaxi expects to cost $0.3 for cybercab, price maybe $0.5-$0.6/mile
Tesla currently has 300 robotaxi tesla drivers in Austin. The first public participation was April 2024 on “We Robot” day when there were 19 cyber cans and 29 driverless model Y provided 2000 rides to event attendees
Elon Musk is having meeting with robotaxi team this weekend, and will turn his focus from DOGE back to Tesla
Initially Tesla is expected to rollout 10-20 model Ys to public, probably for free trial. Some call it a nonevent, what do you think?
I don’t expect everything to be smooth but successful launch within one year is good enough for my expectations

Transport Evolved (  https://www.youtube.com/@transportevolved ) is a YouTube channel dedicated to exploring and explaining the world of cleaner, greener, safer, and smarter transportation. Hosted by Nikki Gordon-Bloomfield, Kate Walton-Elliott, Erin Carlie, and Michael Horton, the channel offers daily content with over 20 years of collective experience in driving eco-friendly vehicles. It provides balanced, independent analysis and insights on a wide range of topics, covering brands from Tesla to Toyota, Aptera to Zeekr, and beyond. The channel emphasizes the future of transportation, delving into electric vehicles, clean fuels, hydrogen fuel cells, green energy, and new engine technologies. Fully independent and funded by viewer Patreon support, YouTube ad revenue, and non-automotive third-party sponsorships, Transport Evolved avoids advertorials to maintain impartiality. It also engages its community through platforms like Patreon and Discord, offering exclusive content and event access.

Update from $TSLA earning call (being updated real time)
$TSLA up 4.7% after hours at conclusion of earnings call.
1. Elon Musk said to reduce his time for DOGE significantly starting next month to focus on Tesla
2. Elon believe Focus on autonomy for north optimus and robotaxi, and Tesla will be the most valuable company in the world by far
3. Confirmed robotaxi Austin rollout in June, to impact Tesla earnings starting 2026; robotaxi will continue rollout to other cities later in the year. Elon believes to have “millions” of robotaxi in US by the end of next year.
4. Expected Tesla energy output to Tera watts (25 times of today’s capacity)
5. Elon expects to have regional support for autonomous vehicles such as northeast regions with heavy snows, and China with different driving patterns.
6. Cybercab production on track to have QA by this year and volume production 2026
7. Elon believe Tesla robotaxi will take over majority market shares 99% until something changes because Waymo can not compete “it’s costing Waymo money”, and ten millions Tesla robotaxi, unless blocked by regulators
8. Tesla has the most integrated manufacturing, including lithium refineries in Austin; also talked about the advantages of supply chain regionalization
9 Talked about Tesla cell advantages
10. In answering brand damage, Tesla is best selling car in California, and the volume is impacted by production disruptions of model Y refresh. “we don’t see any disruption in demand”
11. Impact and plan for magnets limititation from China on Tesla Optimus production
12. Austin early release will have audio ability, and solve localized problems, expected interrruption every 10K miles in the beginning and will have human intervention abilities
13. Elon said FSD will ease restrictions on what you can do in car in the months ahead ““You will be able to do more things that you want to do.””
14. affordable models that will be built in the coming months will resemble the form and shape of the cars that Tesla currently makes. "The key is that they will be affordable and that you'll be able to buy one."
15. Elon is confident of 1 million Tesla shipments by 2030, or even 2029