DEALS

Semi

News, deep dives, and analysis — every Semi story, newest first.

70
Articles
24
Beats covered
1
Reporter on beat
Jul 1
Last updated
Sort
Semi

Trump’s Tariffs on Chinese Parts Threaten Tesla’s Cybercab and Semi Production

On April 16, 2025, Reuters reported a significant hurdle for Tesla’s ambitious U.S. production plans, as President Donald Trump’s escalated tariffs on Chinese goods disrupt the supply chain for the Cybercab and Semi electric vehicles. The tariffs, now at a staggering 145% on Chinese exports to the U.S., have suspended Tesla’s component shipments from China,…

Tesla Misses Q1 2025 Earnings, Investors Await Musk’s Strategic Update - Tesla Ramps Up Cybertruck Production at Giga Texas
Tesla

Tesla Stock Analysis: Mixed Signals as Tariff Exclusions Provide Temporary Relief

Tesla stock showed signs of recovery on Monday, April 14, 2025, rising 3.4% to $260.92 in early trading after President Donald Trump excluded smartphones and certain electronics from his most severe import tariffs. This positive movement occurs during a challenging period for the electric vehicle manufacturer, whose shares have declined approximately 38% year-to-date and remain…

Chinese EV Truck Makers Face Global Expansion Hurdles Despite Domestic Dominance
Semi

Chinese EV Truck Makers Face Global Expansion Hurdles Despite Domestic Dominance

Chinese electric truck manufacturers are leveraging their established EV supply chain advantages to dominate the nascent electric trucking sector, capturing 70% of global sales in 2023 despite electric trucks representing less than 1% of worldwide truck sales. However, this expansion faces mounting challenges from international tariffs and lingering quality perceptions, reports AFP. The strategy m

Nio ET7 Electric Vehicle EV
NIO

Nio Aims to Accelerate Growth with New Factory and Budget Brand Push

Chinese electric vehicle manufacturer Nio is implementing a strategic shift toward improved efficiency and cost control while expanding production capacity to address growth that’s currently lagging two years behind schedule. CEO William Li made these announcements during a press briefing in Shanghai, according Reuters. The company plans to begin production at its third manufacturing facility…

Ford F-150's Global Supply Chain Poses Challenges Amid Potential Tariff Changes
Ford

Ford F-150’s Global Supply Chain Poses Challenges Amid Potential Tariff Changes

Ford’s F-150, America’s best-selling vehicle for over four decades, faces an uncertain future as its heavily globalized supply chain could make it particularly vulnerable to proposed import tariffs. Federal data reveals that only 32% of F-150 components are manufactured in the United States or Canada, with the electric F-150 Lightning containing even less domestic content…

Tesla's Next-Gen V4 Superchargers to Pack Serious Power Punch in 2025
Tesla

Tesla’s Next-Gen V4 Superchargers to Pack Serious Power Punch in 2025

Tesla’s upcoming V4 Supercharger stations are about to take EV charging to new heights, with support for up to 500kW charging for passenger EVs and a massive 1.2MW capability for Tesla Semi trucks, according to recent permit filings, reports The Verge. Major Power Boost Coming The next evolution of Tesla’s charging network isn’t just about…

China's BYD has overtaken Tesla as the world's best-selling maker of electric cars. In the final quarter of last year, BYD, backed by Warren Buffett, sold 526,409 fully electric vehicles, outpacing Tesla's 484,507.
BYD

BYD’s Global Expansion Defies US Tech Barriers as Chinese EV Giant Outpaces Tesla

In a striking demonstration of China’s evolving technological resilience, BYD has emerged as a global EV powerhouse, now selling more electric vehicles than Tesla Inc., while successfully navigating US trade restrictions through strategic international expansion. This development comes amid broader US efforts to contain Chinese technological advancement, particularly in critical sectors like elect

Tech Giants and Logistics Leaders Team Up to Electrify I-10 Trucking Corridor
Semi

Tech Giants and Logistics Leaders Team Up to Electrify I-10 Trucking Corridor

A powerful coalition, including tech giant Microsoft, beverage giant PepsiCo, and logistics heavyweights Maersk, DB Schenker, and AIT Worldwide, is leading the charge to electrify the Interstate 10 trucking corridor. Their focus? Developing charging infrastructure for longhaul battery-electric trucks between Los Angeles and El Paso, Texas. This route links the nation’s busiest ports to the…

AdvertisementLEADERBOARD · 970 × 250
— The EVXL Briefing · Free

The EV industry moves fast. Stay ahead of it.

One email with the EV news that matters — Tesla, Rivian, BYD, and everything in between, straight from the newsroom. No spam, no fluff.

1,900+
Articles published
60+
Brands & beats
2022
Covering EVs since
100%
Independent
Get The Briefing The EV news that matters
Subscribe