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● Trump, Tesla- Tariff Relief, AI Autonomy Reveal

Comprehensive Summary of Key Issues in Global Economic Transition, from Tesla Stock Prices to Autonomous Driving and Tariff Policies!

1. Tesla Stock Trends and Market Reactions

Today, Tesla’s stock price saw a slight increase to 252.41.
While it recorded a marginal increase of 0.04%, unlike the upward trend of 8.17% last week, 0.95% in one month, and 5.69% in six months, it has shown a downward trend of -37.51% since January 1, 2025.
Among investors, various interpretations of this week’s volatility are emerging.

2. Semiconductor and Other Electronic Product Tariff Issues

The Trump administration was originally scheduled to announce tariffs specifically for the semiconductor industry, but the announcement has been postponed.
According to a Bloomberg report, an announcement regarding tariff rates is expected next week.
In addition to semiconductor tariffs, there is a possibility of imposing tariffs on various items such as pharmaceuticals and raw pharmaceutical materials.
Meanwhile, electronic companies such as Apple and Dell have been temporarily exempted from tariffs, and this measure has excluded some electronic products such as smartphones, computers, and semiconductors from the 145% tariff on Chinese products.
However, this is a short-term measure, and the repercussions of future changes in tariff policy are anticipated.

3. President Trump’s Auto Tariff Policy and Industry Reactions

President Trump mentioned that it takes time for automobile companies to switch from Canada and Mexico to using American-made parts.
GM and Ford saw stock price increases of 3.4~4% respectively after this statement.
However, the market believes that Tesla does not directly benefit from this deferral policy because it already has a high proportion of American-made parts.
Regarding automobile tariffs, it is noteworthy that the possibility of tariff deferral is being left open, but it can be resumed at any time unless domestic production expansion is premised.

4. Tesla’s Autonomous Driving Innovation and Future Mobility

A video of Tesla moving vehicles without drivers in Giga Texas was released.
The video shows the actual implementation of FSD (Full Self-Driving) unmanned driving technology, with the scene of moving directly to the dock after production being particularly noticeable.
Various models such as Model Y and Cybertruck demonstrated autonomous driving performance, and the cumulative unmanned driving distance in California and Texas factories exceeded 50,000 miles.
This technology is expected to bring innovation not only to the automobile industry but also to all fields such as transportation, logistics, and the taxi industry.

5. Future Prospects and Strategic Implications

Tesla may have burdens due to tariff changes, such as relying on Taiwan’s TSMC for the production of autonomous driving chips and key components.
On the other hand, GM, Ford, etc. can expect short-term benefits in relation to President Trump’s discussions on easing automobile tariffs.
As the Trump administration’s tariff policy is expected to unfold centering on expanding production in the United States, the global economic transition and supply chain reorganization are expected to intensify.
In particular, the unveiling of the robot taxi scheduled for June 2025 is likely to change the future mobility landscape, so both companies and investors need strategic responses.

< Summary >
Summarizes Tesla's stock price fluctuations, the postponement of tariffs on semiconductors and other electronic products, President Trump's auto tariff policy, and the impact of autonomous driving innovation on the global economy and supply chain.
The paradigm of transportation and logistics is expected to shift through Tesla's fully autonomous driving technology and the unveiling of future robot taxis.
The response strategies of traditional automobile companies such as GM and Ford and Tesla to changes in tariff policy are expected to be key variables in the future economic outlook.
Keywords: Tesla, Autonomous Driving, Tariffs, Economic Outlook, Global Economy

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