This is not investment advice. The author has no position in any of the stocks mentioned. Wccftech.com has a disclosure and ethics policy. Tesla shares have been on firmer ground recently, buoyed by the fact that the EV giant is one of the least tariff-exposed automakers in the US. Despite this relatively cushy position, Tesla's supply chains are going through a severe disruptive period, so much so that the automaker has now reportedly canceled its plans to ship parts for the Cybercab and the Semi to the US from China. For the benefit of those who might not be aware, imports from China, including vehicles and auto parts, are currently subject to a 145 percent levy. Semiconductors, smartphones, and electronic items remain an exception for now, bearing just the fentanyl-related tariff of 20 percent. Of course, imports of vehicles and auto parts from other countries remain subject to a 25 percent levy. Do note that President Trump is considering limited tariff exemptions for some auto companies to allow them space to move their supply chains out of Mexico and Canada. Even so, it is unlikely that such exemptions would extend to China. This brings us to the crux of the matter. As per the reporting by Reuters, Tesla has rescinded its plans to ship parts for the Cybercab and the Semi from China, citing stratospheric tariffs on Chinese imports as the raison d'être. The EV giant was previously aiming to start trial production of the two models in October 2025, with mass production originally slated for 2026. The shipping halt, however, has complicated Tesla's production cadence at Texas and Nevada, home to the production lines for the Cybercab and the Semi, respectively. Even though the hardware side of things might not be going too well for Tesla at the moment, the same can't be said for the strides it is taking on the autonomy/software front. The EV giant still intends to roll out a completely autonomous version of the FSD by June, with Elon Musk recently going so far as to say that Tesla vehicles will roll off the factory floor and drive to their owners' houses "this year." Meanwhile, Tesla FSD is also now receiving a resounding endorsement from the famous podcaster Joe Rogan, who thinks it is "wild" and "bananas" that his Tesla "changes lanes to avoid slow traffic, stops at red lights and stop signs, hits the blinkers and turns for you." Deal of the Day