Tesla's Latest Moves: 83 New Job Listings and High Hopes for the Semi Program

Tesla’s ambitions to dominate the electric vehicle (EV) sector continue to grow at an unprecedented pace. The company, known for its high-profile advancements in electric cars and energy storage, is making significant strides in expanding its workforce and ramping up production capabilities. A recent development has captured the attention of the industry: Tesla has posted 83 job listings related to its Tesla Semi program. This move signals the company’s serious commitment to scaling up its production of the all-electric Class 8 trucks.

As Tesla pushes forward with its Semi program, these job listings come as a part of broader efforts to expand operations across the United States. From engineering roles in California to manufacturing positions in Nevada, the company is assembling a formidable team to support the Semi’s upcoming mass production. Although the Tesla Semi is still in the early stages of its commercial journey, its potential to revolutionize the trucking industry is evident, with key customers like PepsiCo already integrating it into their fleets.

Tesla’s Semi Program: A Growing Workforce and Expanding Factory

Tesla’s Career Page reveals 83 active job listings linked to the Semi program, underscoring the company’s investment in the project. The roles span various domains, including engineering, vehicle service, and manufacturing, and are spread across multiple locations such as Palo Alto, Sparks, and Sacramento. This move suggests that Tesla is setting the stage for a significant ramp-up in Semi production.

The Tesla Semi has been quietly making its way into the market, with its first deliveries made in late 2022. However, despite its potential, the number of Semis on the road remains limited. The truck’s production will soon be supported by a new dedicated factory near Tesla’s Giga Nevada facility. Progress is evident, with drone footage of the site showing significant advancements in construction.

During Tesla’s Q4 2024 earnings call, Vehicle Engineering VP Lars Moravy hinted at major production milestones for the Tesla Semi in 2025, with high-volume production expected to begin in earnest by 2026. As Moravy pointed out, the Tesla Semi represents a total cost of ownership (TCO) advantage that could set it apart from traditional diesel trucks. Once in full production, the Semi is poised to become a key player in Tesla’s revenue streams.

The Return of the Tesla Model Y in China: A Resilient Market Presence

Meanwhile, the Tesla Model Y, one of the company’s most popular vehicles, continues to gain traction in China. Despite earlier concerns about the vehicle’s market performance, recent data shows a significant rebound. In the week ending April 27, registrations for the revamped Model Y rose by an impressive 77.5%. This marks a return to robust demand, signaling that the vehicle’s popularity in the country is far from waning.

Earlier in April, some analysts had speculated that the Model Y’s momentum in China was running out of steam. These claims were largely based on a sudden drop in registrations during the month. However, Tesla skeptics overlooked the broader context: Giga Shanghai, which manufactures the Model Y, allocates a significant portion of its output to international markets in the early part of the quarter. As such, the drop in April registrations was likely a result of Tesla’s focus on overseas demand, with domestic deliveries poised to rise again later in the quarter.

The latest registration data suggests that the Model Y remains highly desirable among Chinese consumers. Videos shared from Tesla’s delivery centers further reinforce this narrative, with large numbers of new Model Ys awaiting delivery. In particular, many of the vehicles on display were mid-tier variants, highlighting strong demand for the Model Y Long Range AWD.

Tesla’s success in China is further evidenced by the Model Y’s strong performance in Q1 2025, where it was the best-selling SUV in the country. With 81,889 units sold in the first quarter, the Model Y shows no signs of slowing down. As the vehicle continues to evolve and improve, its sales figures are expected to climb, potentially setting new records.

What Undercode Say:

Undercode’s analysis underscores the ongoing momentum behind Tesla’s Semi and Model Y programs, highlighting the company’s ability to navigate challenges and deliver impressive results across different markets. Tesla’s ability to scale its Semi program demonstrates a clear vision for the future of electric trucks, even as the company faces logistical hurdles in ramping up production. The 83 job listings for the Semi program show that Tesla is not only betting on the future of this truck but is actively working to build the infrastructure necessary to make it a reality.

The move to establish a dedicated factory for the Semi near Giga Nevada is another crucial step, signaling that Tesla is taking the necessary measures to ensure a smooth transition into mass production. Tesla’s emphasis on high-volume production in 2025 and 2026 demonstrates the company’s long-term commitment to the Semi, which could transform the trucking industry in much the same way the Model 3 and Model Y have reshaped the passenger vehicle market.

Regarding the Model Y in China, Undercode notes that the vehicle’s resurgence after a brief period of sluggish registrations should not be seen as a sign of weakness. Instead, it reflects the broader market dynamics, where demand fluctuates based on international and domestic priorities. The Model Y’s success in Q1 and its continued growth in the face of potential competition highlight its enduring appeal among Chinese consumers.

Tesla’s stronghold in China is particularly noteworthy, as the company has faced both external pressures from local manufacturers and internal challenges in maintaining supply chain efficiency. Nevertheless, Tesla’s ability to stay ahead of the curve in terms of both technology and production capacity allows it to maintain its dominance in the EV market.

As for the upcoming robotaxi service, Tesla’s ability to maintain investor confidence is impressive. The stock purchase by Tesla Board member Joe Gebbia indicates strong faith in Tesla’s vision, particularly as the company prepares for the launch of its autonomous ride-sharing service in Austin. This move further cements the company’s position as a leader in the autonomous vehicle space, signaling the growing potential of Tesla’s diverse range of products.

Fact Checker Results:

Tesla’s 83 job listings for the Semi program reflect genuine growth efforts aimed at scaling up production.
The Model Y’s rise in registrations in China suggests strong demand despite earlier market concerns.
The launch of the robotaxi service in Austin further supports Tesla’s ongoing expansion into autonomous ride-hailing services.