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Tesla Semi volume production won’t happen until late 2024

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Tesla Semi volume production will not begin until late 2024, according to CEO Elon Musk. Previously, Tesla tentatively expected 50,000 units to be built in 2024, but now it appears production will not begin until late next year.

Musk said at a conference in Austin yesterday, according to the Wall Street Journalthat volume production would not begin until the end of 2024, a slight deviation from past plans that would see 50,000 units built in 2024.

Musk said during the Q3 2022 Earnings Call late last year that Semi production would be ramped up through 2023, with volume production beginning in 2024 and 50,000 units built that year.

“We’ll be ramping up Semi production through next year. As I think everyone knows at this point, it takes about a year to ramp up production. So, we expect to see significant — we’re tentatively aiming for 50,000 units in 2024 for Tesla Semi in North America. And obviously, we’ll expand beyond North America. And these would sell — I don’t want to say the exact prices, but they’re much more than a passenger vehicle,” Musk said.

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Musk cited battery constraints as the issue holding up Semi production, but Tesla is also in the process of expanding its Nevada production facility to support the manufacturing of the truck.

Tesla to unveil plans for $3.5 billion Tesla Semi plant in Northern Nevada: Governor

The $3.6 billion project will support battery and electric semi-truck manufacturing.

Tesla is boosting production of its vehicles by opening new manufacturing plants, including one in Mexico, that is likely to break ground before the end of the year.

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However, numerous companies have orders for the Semi, including Walmart, Anheuser-Busch, UPS, DHL, and others. Delaying the volume production may push back their initial delivery date, the trucks will eventually lead to more sustainable commercial fleets for companies like PepsiCo., which has accepted the first units of the Semi.

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Ford embraces Tesla-style gigacastings and Cybertruck’s 48V architecture

Ford Motor Company’s next-generation electric vehicles will adopt technologies that were first commercialized by the Tesla Cybertruck.

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Credit: Tesla

Ford Motor Company’s next-generation electric vehicles will adopt technologies that were first commercialized by the Tesla Cybertruck, such as the brutalist all-electric pickup’s 48-volt electrical architecture and its gigacastings. 

The shift is expected to start with a roughly $30,000 small electric pickup that is expected to be released in 2027, which is part of Ford’s $5 billion investment in its new Universal EV platform, as noted in a CNBC report.

Ford confirmed that its upcoming EV platform will move away from the traditional 12-volt system long used across the auto industry. Instead, it will implement a 48-volt electrical architecture that draws power directly from the vehicle’s high-voltage battery.

Tesla was the first automaker to bring a 48-volt system to U.S. consumers with the Cybertruck in 2023. The architecture reduces wiring bulk, lowers weight, and improves electrical efficiency. It also allows power to be stepped down to 12 volts through new electronic control units when needed.

Alan Clarke, Ford’s executive director of advanced EV development and a former Tesla engineer, called 48-volt systems “the future of automotive” due to their lower costs and smaller wiring requirements. Ford stated that the wiring harness in its new pickup will be more than 4,000 feet shorter and 22 pounds lighter than that of its first-generation electric SUV.

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Apart from the Cybertruck’s 48-volt architecture, Ford is also embracing Tesla-style gigacastings for its next-generation EVs. Ford stated that its upcoming electric vehicle will use just two major structural front and rear castings, compared with 146 comparable components in the current gas-powered Maverick.

Ford CEO Jim Farley has described the effort as a “bet” and a “Model T moment” for the company, arguing that system-level innovation is necessary to lower costs and compete globally. “At Ford, we took on the challenge many others have stopped doing. We’re taking the fight to our competition, including the Chinese,” Farley previously stated.

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Tesla meets Giga New York’s Buffalo job target amid political pressures

Giga New York reported more than 3,460 statewide jobs at the end of 2025, meeting the benchmark tied to its dollar-a-year lease.

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Tesla has surpassed its job commitments at Giga New York in Buffalo, easing pressure from lawmakers who threatened the company with fines, subsidy clawbacks, and dealership license revocations last year. 

The company reported more than 3,460 statewide jobs at the end of 2025, meeting the benchmark tied to its dollar-a-year lease at the state-built facility.

As per an employment report reviewed by local media, Tesla employed 2,399 full-time workers at Gigafactory New York and 1,060 additional employees across the state at the end of 2025. Part-time roles pushed the total headcount of Tesla’s New York staff above the 3,460-job target.

The gains stemmed in part from a new Long Island service center, a Buffalo warehouse, and additional showrooms in White Plains and Staten Island. Tesla also said it has invested $350 million in supercomputing infrastructure at the site and has begun manufacturing solar panels.

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Empire State Development CEO Hope Knight said the agency was “very happy” with Giga New York’s progress, as noted in a WXXI report. The current lease runs through 2029, and negotiations over updated terms have included potential adjustments to job requirements and future rent payments.

Some lawmakers remain skeptical, however. Assemblymember Pat Burke questioned whether the reported job figures have been fully verified. State Sen. Patricia Fahy has also continued to sponsor legislation that would revoke Tesla’s company-owned dealership licenses in New York. John Kaehny of Reinvent Albany has argued that the project has not delivered the manufacturing impact originally promised as well.

Knight, for her part, maintained that Empire State Development has been making the best of a difficult situation. 

“(Empire State Development) has tried to make the best of a very difficult situation. There hasn’t been another use that has come forward that would replace this one, and so to the extent that we’re in this place, the fact that 2,000 families at (Giga New York) are being supported through the activity of this employer. It’s the best that we can have happen,” the CEO noted. 

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Tesla avoids California sales suspension after DMV review

The agency confirmed Tuesday that Tesla has taken “corrective action.”

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(Credit: Tesla)

Tesla will not face a 30-day sales suspension in California after the state’s Department of Motor Vehicles (DMV) stated that the company has come into compliance regarding the marketing of its automated-driving features. 

The agency confirmed Tuesday that Tesla has taken “corrective action” following a prior ruling over how it promoted Autopilot and Full Self-Driving (FSD), as noted in a Bloomberg News report.

The California DMV had previously given Tesla 90 days to address concerns that were raised by an administrative judge. Regulators had alleged that Tesla overstated the capabilities of its driver-assist systems, which were branded as Autopilot and Full Self-Driving.

A potential 30-day suspension of vehicle sales in California was on the table if Tesla had failed to comply. On Tuesday, however, the DMV stated that Tesla had met the requirements to avoid that penalty, though it did not provide detailed specifics about the changes that were made.

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That being said, Tesla did discontinue its standalone Autopilot product in January and has ramped the marketing of its most advanced driver-assistance package available to consumers today, Full Self Driving (Supervised). From its naming, FSD (Supervised) clearly emphasizes that the system, despite its advanced features, still requires driver attention.

Following reports of a potential sales ban in California, Tesla clarified the matter on X, stating that the issue “was a ‘consumer protection’ order about the use of the term ‘Autopilot’ in a case where not one single customer came forward to say there’s a problem.” Tesla also noted that “Sales in California will continue uninterrupted.”

Tesla has not issued a comment about the matter as of writing.

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