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China-made EV parts reportedly in Tesla’s crosshairs – but is a total ‘de-risk’ feasible?

✍️ Kandy Wong 📅 November 21, 2025 03:00 AM ⏱️ 1 min read 🕐 Scraped: November 21, 2025

Summary: Tesla’s reported strategy may have some success but China’s manufacturing edge makes broader decoupling impractical, analysts say.

Tesla’s reported plan to stop using Chinese-made components in US-built cars aligns with a “significant strategy” in national industrial policy, with some American giants seeking to “completely de-risk” supply chains amid

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Author

Kandy Wong

Original Publisher

🌍 South China Morning Post

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Published Date

November 21, 2025 at 03:00 AM

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