Supply chain

Tesla resumes 4680 battery production for Model Y amid Cybertruck slowdown and supply challenges

January 28, 2026 由 AI 报道 AI 生成的图像

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.