Phones, US -free computers

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President Donald Trump’s government has granted steep reciprocal tariff exclusions to smartphones, computers and other imported electronics in much of China, providing a great chance to technology companies like Apple that depend on imported products.

In a warning to the referrals, the US Customs and Border Protection Agency has published a list of tariff codes excluded from import taxes. Exclusions are retroactive at 12:01 pm Edt (0401 GMT) on April 5.

The US CBP listed 20 product categories, including the Broad 8471 code for all computers, laptops, disk units, and automatic data processing. It also included semiconductor devices, equipment, memory chips and flat panel views.

The warning has not provided an explanation for change, but night exclusion provides a welcome relief to major technology companies such as Apple, Dell Technologies and many other importers.

Trump’s action also excludes specified electronics from its 10% “base line” tariffs on goods from most non -China countries, facilitating import costs for Taiwan and Apple iPhones semiconductors produced in India.

Wedbush’s securities analyst called the announcement “The most optimistic news we could have heard this weekend.”

“There is still uncertainty and clear volatility ahead with these negotiations from China … Large technology companies such as Apple, Nvidia, Microsoft and the widest technology industry can breathe a huge sigh of relief this weekend,” Ives said in a sector note.

Many technology company CEOs adopted Trump when he starts his second term, participating in his inauguration on January 20 in Washington and celebrating with him later. Apple’s CEO Tim Cook organized a pre -rured ball and visited Trump at his Florida home.

For Chinese imports, exclusion only applies to Trump’s reciprocal tariffs, which rose to 125% this week, according to a White House employee. Trump’s previous 20% in all Chinese imports he said were related to the US Fentanil crisis remain in force.

But the employee said that Trump will launch a new national trade in semiconductor commercial investigation soon, which could lead to other new rates.

The White House Gate, Karoline Leavitt, said in a statement that Trump made it clear that the US cannot trust China to manufacture critical technologies such as semiconductors, chips, smartphones and laptops.

But she said that, towards Trump, major technology companies, including Apple and chip manufacturers, Nvidia and Taiwan Semiconductor are striving for their manufacture in the United States as soon as possible. “

Tariff

The exemptions suggest a growing awareness within the Trump government of pain that their tariffs could inflict consumers tired of inflation.

Even at a rate of 54% lower in Chinese imports, analysts predicted the price of a cutting -edge -lying iPhone could increase to $ 1,300 from $ 1,599. With 125%, economists and analysts said US-China trade could stop largely.

Smartphones were China’s main US importation in 2024, totaling $ 41.7 billion, while Chinese laptops were second in $ 33.1 billion, according to US Census Bureau data.

Apple recently chartered the load flights to carry 600 tons of iPhones, or up to 1.5 million to the US in India, after intensifying production there in an effort to beat Trump’s fares, Reuters said on Friday.

Trump campaigned to regain the White House last year, largely with the promise of reducing prices that, fed by the inflation that launched the economic reputation of former President Joe Biden and his democrats allies.

But Trump also promised to impose the tariffs that became central to his economic agenda, and he ruled out turbulence in financial markets and rate increases as a necessary disorder to realign the worldwide negotiation order, as he imagined.

His so -called “reciprocal tariffs”, however, increased the fears of a US recession and attracted criticism from some Republicans, who do not want to lose control of Congress in the medium -term elections of next year to Democrats, who attacked Trump’s policies.

Trump delayed higher tax rates for 57 business partners and the European Union last week, leaving most countries with a 10%tariff while trying to negotiate commercial agreements with Washington.

The US president, who is spending the weekend at his Florida residence, said to reporters on Friday that he felt comfortable with the high tariffs in China, but had a good relationship with President Xi Jinping and believed something positive would get out of the commercial conflict between them.

Financial markets were in turmoil again on Friday, when China corresponded to Trump’s last tariff increase in US imports to 125%, increasing bets on a trade war, threatening to increase global supply chains.

US actions ended a higher volatile week, but gold insurance paradise has reached a record during the session and the US government’s securities income have recorded their biggest weekly increase since 2001, along with a drop in the dollar, signaling a lack of confidence in the US.

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