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Trump Exempts Phones, Computers, Chips From ‘Reciprocal’ Tariffs

T

tonyget

Well-known member
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President Donald Trump’s administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs, potentially cushioning consumers from sticker shock while benefiting electronics giants including Apple Inc. and Samsung Electronics Co.

The exclusions, published late Friday by US Customs and Border Protection, narrow the scope of the levies by excluding the products from Trump’s 125% China tariff and his baseline 10% global tariff on nearly all other countries.

The exclusions would apply to smartphones, laptop computers, hard drives and computer processors and memory chips. Those popular consumer electronics items generally aren’t made in the US. Setting up domestic manufacturing would take years.

The products that won’t be subject to Trump’s new tariffs also include machines used to make semiconductors. That would be important for Taiwan Semiconductor Manufacturing Co., which has announced a major new investment in the US as well as other chipmakers.

The tariff reprieve may prove fleeting. The exclusions stem from the initial order, which prevented extra tariffs on certain sectors from stacking cumulatively on top of the country-wide rates. The exclusion is a sign that the products may soon be subject to a different tariff, albeit almost surely a lower one for China.

One such exclusion was for semiconductors, to which Trump has regularly pledged to apply a specific tariff. He hasn’t yet done so but the latest exclusions appear to correspond with that exemption. Trump’s sectoral tariffs have so far been set at 25%, though it’s not clear what his rate on semiconductors and related products would be.

The White House didn’t immediately respond to a request for comment.

 
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AAPL will probably shoot upward Monday morning. Even more so because millions of people in the US purchased new iPhones, iPads, Macs, and Watches in the past couple of weeks to avoid future tariffs. Apple results this quarter will likely be awesome, though it smells like these tariff-avoidance purchases are just pulling revenue forward, which might lead to weak results for the following two or three quarters.
 
blueone said:
AAPL will probably shoot upward Monday morning. Even more so because millions of people in the US purchased new iPhones, iPads, Macs, and Watches in the past couple of weeks to avoid future tariffs. Apple results this quarter will likely be awesome, though it smells like these tariff-avoidance purchases are just pulling revenue forward, which might lead to weak results for the following two or three quarters.
Click to expand...
Will China lift the tariffs on chips made on US manufactured wafers that hit TI, Intel and others?
 
Trump wanna put 100% tariff on TSMC chips? One wise man saying : " Make sure you can 110% follow through your threats, otherwise ... "

In terms of computer hardware, the pivot time of US collapse was in the '80, Apple II and IBM PC era. In the '70-'80, there were dominant US Computer vendors, IBM, Digital, Control Data, Data General, Honeywell, Tandem, NCR, HP, Wang, Apollo, Sun Microsystem, Silicon Graphics, Cray, Convex, etc...

Where are they now? Today most of those companies survived are only "paper machine" builder, based on commodity Intel, AMD and ARM chips. Maybe banking industry still has been using IBM mainframes? Also in terms of software, Linux, Open sources and Internet kills US S/W monopoly.
I remember when I tried to learn "C" and "assembly language", I borrowed a "mini-computer" account from my friend. Steve Jobs, Wise man, was the first who experienced the pain and learned the lessons. Since Apple II, every Apple product is closed-domain.

In terms of computer industry, NO company ever recovers to its glorious days. Apple recovered because of iPod and iPhone, not Mac.
But even Apple, it's another "paper machine" builder.

Which country, in terms of H/W, during the last 40 years, has been benefiting the earliest and the most?
Which country, in terms of S/W, during the last 30 years, has been benefiting the most?
 
Apple airshipped 600 tons of iPhones to the US from India before new US tariffs were scheduled to take effect, as reported by Reuters and The Times of India. Meanwhile, Nikkei Asia reports Apple, Dell, Microsoft, and Lenovo were pressing to ship as many “premium” devices as possible, like high-priced computers above $3,000 that would see the biggest price increases under the new tariffs.

www.theverge.com

Apple quickly shipped 600 tons of iPhones to ‘beat’ the new tariffs

That’s about 1.5 million iPhones.
www.theverge.com www.theverge.com

Better safe than sorry I guess....
 
blueone said:
I have no idea. With egos like Trump and Jinping in charge predicting future government actions is very difficult.
Click to expand...

One side will do a self-harming move, and back off.
Another will do a self-harming move, and double down.
 
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