Toyota is moving its Tacoma pickup truck production back to the United States, just six years after it confirmed the opposite plan. The Japanese automaker is now pouring money into Texas instead of Mexico, reversing a previous strategy.
Days earlier, the Trump administration decided against extending the trade deal among the U.S., Canada, and Mexico, opting instead for annual reviews.
Toyota said it will invest $3.6 billion to shift Tacoma production from its Tijuana, Mexico, plant to its San Antonio facility over the next four years. The San Antonio plant currently covers 2.7 million square feet. Toyota plans to roughly double that size by 2030.
The expansion will raise the plant's annual vehicle production capacity from roughly 200,000 to 350,000 units. The investment is expected to create about 2,000 new U.S. jobs.
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A Toyota spokeswoman said in an email to CNBC, "This investment expands Toyota's manufacturing capacity and complements our broader North American production network."
Toyota had previously announced a separate $531 million investment for a 500-million-square-foot rear axle plant on the same Texas campus. According to Toyota, it has invested $8.3 billion in the San Antonio plant since its groundbreaking in 2003.
Toyota revealed this move just days after the administration announced it would abandon the three-nation agreement in favor of yearly evaluations.
Toyota also has a broader commitment to invest in the United States. Last year, Toyota announced its intention to invest an additional $10 billion in the U.S. by 2030, exceeding earlier projections. That includes the Tacoma move.
Ted Ogawa, CEO of Toyota Motor North America, said, "Toyota's continued investment in North America is a testament to our confidence in the region's workforce, innovation and long-term growth potential."
Toyota currently employs about 48,000 people in the United States. In the first half of this year, it sold 1.24 million vehicles in the U.S., a 0.5% increase over the same period in 2025. That compares with General Motors, which sold 1.34 million vehicles in the same period but saw a 6.8% decline in sales.
Toyota said it will keep its other Mexican plant in Guanajuato running and continue to make Tacoma pickups there, even as the Tijuana production shifts north.
This relocation is part of a broader trend of manufacturing reshoring driven by shifting trade policies. Toyota's San Antonio plant has been a key U.S. production hub since it opened in 2003, and the new investment reinforces the company's long-term commitment to American manufacturing and workforce development.
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