Luke Adams

Yeah it's a tough call. CCP are pretty transparent when it comes to their treatment of foreign entities. Perhaps they see Tesla as a source of future innovations considering Tesla's lead in autonomous driving and AI in general. Giving Tesla a 'controlled access' in China in return for access to their tech, seems like the sort of thing the CCP would do considering they play the long game. And I really don't agree with those folks that say well Tesla is an independant company and their central AI node is not stored locally. Even if that were the case, Tesla is clearly leadng the race when it comes to automation of car manufacturing and I think it would be nieve to think that those and future innovations installed at their Shanghai Gigafactory aren't trickling down to China controlled automanufacturers.
So I guess my view is, well Tesla decided to build in China knowing full well that they would be providing the CCP with full access to their tech, so why not make money selling to Taiwan. The vehicles aren't coming from China, so at this moment I'd say the CCP have more to lose than Tesla, if they did kick them out of the country. They aren't yet finished milking Tesla for their IP.

Steve Willis

It shouldn't be too surprising that Taiwan will be getting Tesla <a href="/symbols/nasdaq-tsla">$TSLA</a> Model Y deliveries, considering they already get Model 3 orders from Fremont USA.
According to TroyTeslike on Twitter, this is also the same for South Korea, considering duties on imports are cost prohibitive.
Personally I think it's great that Taiwan people can enjoy the benefits of owning a Tesla, especially one that doesn't come from China. However, it's a secret to no one that China takes a hard lined approach to businesses that present any sort of danger to their global political interests. And Taiwan is definitely one of these interests.
China represents Tesla's second largest market, so its fair to say that Tesla best tread carefully here. If the CCP wakes up one day and decides that it has extracted enough IP from Tesla, and local EV manufacturers can easily make up for the loss of Tesla locally, then watch how quickly the Tesla gigafactory is shut down.
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<img src="https://stcred.com/public/uploads/2022/09/1663982643174711510612.png" alt="Tesla Model Y Model 3 deliveries Taiwan" />

Is Tesla playing a dangerous game with China by allowing Taiwan orders