Supply chain
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Tesla resumes 4680 battery production for Model Y amid Cybertruck slowdown and supply challenges
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Tesla has restarted production of Model Y vehicles equipped with its in-house 4680 battery cells in the US, more than two years after halting to prioritize the Cybertruck. Weak Cybertruck sales and tariff-related supply chain issues prompted the shift, with new non-structural packs improving repairability. The move was announced in Tesla's Q4 2025 shareholder update.