Toyota Motor Corp. (TSE:7203) is ramping up U.S. manufacturing—adding a $3.6B second Tacoma line in San Antonio with ~2,000 jobs and flexible tech—while expanding sales and partnerships: strong U.S. deliveries, U.S.-made Highlander exports to Japan, JTAMPC air‑taxi tie-up, and material‑use evaluations.
Previous Week Recap
- Toyota Expands Tacoma Campus: Toyota (7203) to invest $3.6B for a second Tacoma assembly line at San Antonio, shifting Tacoma from TMMBC, doubling campus by 2030, adding ~2,000 jobs and advanced flexible manufacturing
- U.S. Toyota June Deliveries: Toyota Motor Corp. ADR (7203): U.S. retail deliveries were 212,793 in June 2026; total U.S. sales for Q2 2026 reached 673,971 (Apr–Jun 2026).
- JTAMPC Exclusive Rights: Toyota (7203) and Joby formed JTAMPC: Toyota 51%, Joby 49%. JTAMPC holds exclusive S4 air-taxi manufacturing rights, royalty-free IP license, Toyota-led board, and Toyota will invest $250M.
- Toyota Considers Aluminum Substitutes: Toyota (7203) is evaluating using aluminum to replace copper in some parts, but gave no details on which components, timing, or scale of any substitution.
- Highlander SUV Sells in Japan: Toyota (ADR: 7203) will sell the U.S.-made Highlander three-row, seven-seat SUV in Japan from Aug 1. Initial target 40 units/month; over 3.6M sold in U.S.; ~10 orders so far.
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