On April 23, 2025, Bloomberg reported that the production of Tesla's humanoid robots Optimus faced delays due to the trade war initiated by U.S. President Donald Trump. China, a key supplier of rare earth metals, imposed export restrictions in response to the U.S. tariffs of 145% on Chinese goods. These metals are critical for the creation of Optimus's batteries and electronics, leading to a shortage of components and halting part of Tesla's production lines in Shanghai.
Trump, who started the trade war back in 2018, aims to weaken China's economy and bring manufacturing back to the U.S. However, according to experts, high tariffs complicate global supply chains, raise prices, and hinder innovation. Tesla, which planned to launch mass production of Optimus in 2026, is now forced to seek alternative suppliers in Vietnam and Australia, which could increase costs by 20%.
This incident highlights the vulnerability of high-tech industries to geopolitical conflicts. Stay tuned for updates on how the trade war will affect the future of robotics!
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