The administration of President Donald Trump exempted smartphones, computers and other electronics from its so -called mutual tariffs, which represent a prominent recurrence for global technology manufacturers including Apple and NVIDIA, even if it proves to be a temporary.
Exclusion, Published Late on Friday night by US customs and border security, Trump’s 125 percent of China tariffs and almost all other countries narrow levy levy except for their basic 10 percent global tariffs.
Exclusion smartphones, laptops, hard drives and computer processors and memory chips are applied to flat-screen displays. Those popular consumer electronics items are not usually made in the US.
This stagnation will be given welcome news to consumers, some of which ran to buy new iPhones and other equipment, which would increase the prices of tariffs amidst the apprehension that tariffs. It is also a major win for major technology companies that have presented a large -scale American spending for Trump in recent months. Trump’s tariff increased global markets, triggering a sales in shares and ignited the fast growing trade war with China.
This step is the first important soft of any kind in Trump’s struggle with China. it was Previous date By 5 April.
According to data compiled by the Associate Director of the Rand China Research Center, the US 2024 in the US has a discount of approximately $ 390 billion (about Rs 33,57,764 crore) in the US imports on the US 2024 trade data.
China is the largest category smartphone. The US imported a smartphone from China in 2024 in 2024 from China to more than $ 41 billion (about Rs 3,52,995 crore) or about nine percent higher than the total imports from China. Also covered computers and similar devices, of which the US imported more than $ 36 billion (about Rs 3,09.947 crore) in 2024.
Overall, the discounts cover consumer electronics and semiconductors who were responsible for US imports about 22 percent of American imports in 2024, Dipo said.
“This is a large hole in the US tariff wall that will leave the phone with major firms like Apple and laptop consumers and stickers shock,” he said. “But many other consumers, intermediate and capital goods from China still face prohibitually high American tariffs. This discount only covers a segment of the American economy.”
Trump refused in detail on Saturday but indicated in further developments on Monday.
“I will give you that answer on Monday. We will be very special on Monday,” he told reporters on Air Force one. “We are taking a lot of money; as a country we are taking a lot of money.”
White House also released Compatible memorandum This indicates that the discount also expands the change in small-parkel shipping duties. Trump had gone to eliminate the so -called “de minimis” discount, which was starting with China, which means usually face parcels of $ 800 (about 68,880 rupees) or below.
“President Trump has made it clear that America cannot trust China, such as creating important techniques such as semiconductors, chips, smartphones and laptops,” said Karolin Lewit said in a statement, “President Trump has made it clear,” said in a statement. “This is why the President has acquired trillion dollars in American investments from the world’s largest technical companies.” She said that those companies are “Udham” to “onshore their manufacturing” in the US.
Tariff Reprus can prove to be fleeting. The preliminary order excluded the stem, which prevented additional tariffs on some areas from stacking at the top of the country-wide rates. Exclusion is a sign that products may soon be subject to a separate tariff, although almost certainly a low for China.
Products not under the new tariffs of Trump include machines used to make semiconductors. This will be important for the Taiwan Semiconductor Manufacturing Company, which has announced a major new investment in the US, as well as other chipmakers.
The notice said, “All the products classified properly classified in these listed provisions will be excluded from the mutual tariff.”
The move appeared to exclude products from 10 percent global baseline tariffs on other countries, including the home of South Korea of Samsung Electronics.
Tariff Reprus does not extend to a separate trump levy on China – a 20 percent of the duties applied to put pressure on Beijing, which is to create a crack on the fantaneil, including the shipment of the forearm material. Other pre -existing levies, including the prediction of the current word of Trump, also appear unaffected.
“There is a loud voice in the US tech industry and a loud voice in the US tech industry on Saturday and the reality of the situation was finally recognized in the beltway,” Daniel Ewes said in a research note on Saturday, “Wasabash Securities analyst Daniel Ewes said. “There is still clear uncertainty and volatility with these China dialogues.”
The basic list of tariff discounts included some semiconductor products – including central processing units known as CPUs. But those measures did not make technical products important for the development of graphics processing units, or GPU, and those servers that they provide strength. Servers run by AI chips from companies such as Nvidia and their important components are mainly manufactured and assembled in Taiwan and Mexico.
Friday’s announcement will cover both Taiwan and Mexican production in a significant repetition for companies seeking manufacturing AI infrastructure in the US.
Semiconductor equipment
Also semiconductor is important on manufacturing devices, which are created by companies such as NV in the Netherlands and Tokyo Electron Limited in Japan. They are essential for the manufacture of equipment chip tasks, and for such plants incorporate the lion’s part of the multiculture dollar price tag. Companies, including TSMC, Samsung and Intel Corp, are creating new American facilities with the support of 2022 Chips and Science Act.
Trump’s early “mutual” tariff declaration included exemption for semiconductor and other areas, with Trump regularly pledged to apply a specific tariff. They have not done so yet, but the latest exclusion is related to that discount.
The move covers most of the main products of Apple from the growing tariff on China, including iPhones, iPads, and Apple watches. Apple’s shares have slipped since Trump’s announcement of the tariff.
Trump, after increasing the tariff on China, made an additional urge to discuss discussions in recent times, putting companies such as Apple in a more difficult position than contestants such as Samsung, which are less dependent on China. Companies and lobists of the tech industry have also argued that it is impossible to resume the final assembly of smartphones and other products, a person said a person familiar with the discussion.
But the move aims to do ground work for the new targeted regional tariffs which is likely to hit the industry.
The administration is expected to start a new investigation in the import of semi -circulars soon. This will eventually lead to applying tariffs on chips within weeks or months. There is a possibility of implementing duties on products such as recently applied on steel and aluminum, such as the semiconductor as well as chips.
Trump’s regional tariffs have been set to 25 percent so far, although it is not clear what their rate on semiconductors and related products will be. It is also not clear how widely he will apply that tariff.
Representatives of NVIDIA and ASML refused to comment. Tokyo Electron spokespersons did not immediately respond to the remarks request. The US International Trade Commission refused to comment on the exemption, while the US Trade Representative and the Department of Commerce did not respond to the recommendations.
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