Tesla Commits to High-Volume Semi Production with Dual Trim Launch
Feb 11, 2026 (21 hr ago)
Positive
Tesla confirms high-volume Semi production this year, introducing Standard and Long Range variants alongside a key logistics partnership.
Semi Production Scale-Up and New Offerings
- Elon Musk confirmed that high-volume production for the Tesla Semi is slated to begin this year1
- Two new trim levels, Standard and Long Range, have been officially announced for the electric truck offering1
- The Long Range trim is specified to achieve a 500-mile range, while the Standard trim offers up to 325 miles1
Strategic Commercial Adoption
Key Executive Departure and Financial Context
- Raj Jegannathan, VP of AI infrastructure and security systems lead, departed the company after 13 years of service3
- The company recently recorded its first-ever annual revenue decrease in its history3
- This departure follows reports mentioning a temporary shutdown in production for the Model S and Model X vehicles3
Battery Technology Updates
- Tesla has documented a significant battery chemistry breakthrough involving its dry electrode process2
- This dry electrode method is noted for potentially mitigating environmental and health risks associated with traditional wet electrode processing2
- A typical Tesla battery is estimated to last between 300,000 and 500,000 miles, equating to at least 1,500 charge cycles2
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