Tesla (TSLA.US) Semi Truck Climbs the Hill After Nine Years of Delays: Factory Establishment Is Just the Beginning, Delivery Challenge Has Only Just Started

According to Jinse Finance APP, the Tesla (TSLA.US) Semi truck, which debuted nine years ago as a “concept vehicle,” has finally entered the production ramp-up phase. The dedicated factory in Sparks, Nevada will officially start production in September, with a designed annual capacity of 50,000 units. Initial demand for ramping up capacity is supported by orders from the ZET SCALE Alliance for 2,500 units, Einride for 500 units, WattEV for 370 units, and IMC Logistics for 50 units. However, analysts predict that the full-year deliveries in 2026 will be only 5,000 to 15,000 units—less than one third of the designed capacity. Thus begins a valuation battle between “capacity projections” and “actual deliveries.”