The electric carmaker maintained its momentum from last year even as larger automakers continue to struggle with parts shortages.
The company struggled to produce vehicles in the first three months of the year, a sign that shortages could last longer than executives had hoped.
Booming in a depressed market, battery-powered vehicles are a plus for the climate but pose a big threat to carmakers and parts suppliers that are slow to change.
The yawning disparity between the performance of the electric car company and established automakers last year reflects the technological change roiling the industry.
After struggling to produce cars because of a global computer chip shortage, automakers are trying to move quickly to making electric vehicles.
The company’s Lexus brand will only sell electric cars by 2030 in China, Europe and the United States.
The plant, which will employ 1,750 people, will be located outside of Greensboro.
Amid a shortage of new cars, many buyers have been forced to kick the tires of overlooked models and brands.
The electric-car maker has weathered the global shortage of semiconductors better than more established rivals.
A push to increase sales of electric vehicles favors companies that already have all-electric cars on the market and could penalize those that don’t.