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China's magnet restrictions delayed Optimus by two or three months

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Elon Musk confirmed that China's restrictions on exporting magnets for electric motors delayed development of Tesla's Optimus humanoid robot by two to three months. In an interview with Tesla Owners Silicon Valley, at the X Takeover event at Giga Texas, Musk said the team had «robots with no arms» because it lacked the magnets for the motors that control them. Humanoid hands remain one of the biggest engineering challenges. Tesla is working on a redesigned hand for Optimus Gen 3, and recently published patents describe a tendon-driven system.…

🔎 Why it matters: Optimus depends on Chinese magnets for its arm motors, exposing a supply chain bottleneck that, according to Musk, already delayed the program by two to three months.
📈 Upside: Tesla has already converted the former Model S and Model X line in Fremont to build Optimus.
📉 Risk: The production ramp will start slowly because the necessary supply chain does not yet exist, and combining precision and force in the hands remains unresolved.
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