Randy Kirk(@RandyWKirk1):The lack of availability of 4680's due to the time it took to actually get them figured out and ramp is likely the reason for the long wait for Semi.

2026.09.25 00:38

The lack of availability of 4680's due to the time it took to actually get them figured out and ramp is likely the reason for the long wait for Semi.

Kyle Conner@itskyleconner

2026.09.25 00:24

Tesla Semi Battery Pack 4680 form factor cells arranged into a collection of bricks, modules, and sub-packs 14 modules per sub-pack and 8 bandolier per module 2 sub-packs for the Semi standard range and 3 sub-packs for the long range Power electronics/PCS etc built into each sub pack all joined together in that HV Junction box just southwest of the MCS inlet I’ve heard 1.2MW charging and holds it flat to 80%? Heard just over 40min 5-80%. Not sure… need to charge one. Not allowed to show you the modules - sorry ⚡️