Faraday Future chairman says company can source only 40% of parts in U.S.

  • Jerry Wang warns U.S. restrictions could outpace domestic robot hardware supply.
  • Faraday sources about 40% of robot components domestically; fewer than half are competitively priced.
  • Faraday targets a U.S. robot factory by year-end and domestic assembly in February 2027.

Faraday Future shares fell as weaker markets and renewed concerns about the company’s China-linked robotics supply chain offset some of Friday’s 22.9% rally. Global Executive Chairman Jerry Wang said Faraday can currently source about 40% of the robot components it needs in the U.S., with fewer than half available at competitive prices. He warned that removing Chinese hardware too quickly could slow domestic robotics development while supporting tighter controls on robot software, data, training and connectivity. The FCC added foreign-made humanoid and quadruped robots to its Covered List earlier this year amid efforts to strengthen the U.S. supply chain. Faraday is targeting a U.S. robot factory by year-end and plans its first domestically assembled device for February 2027. Wang said hardware is no longer the main barrier to commercialization, rating current hardware at about 60 out of 100 versus 10 for software and training. He called a 2027 commercial launch of Tesla’s Optimus very realistic. Faraday has delivered more than 500 humanoid, quadruped and wheeled robots this year. Shares were down 11.02% at $1.43 at publication, while the stock’s relative-strength index stood at 21.32, indicating deeply oversold conditions.

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