Monday, April 14, 2025

Trump withdraws with electronic tariffs

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Responding to further stock exchange misfortunes and perhaps industry lobbying, US President Donald Trump I withdrew from the tariffs Slow last night for electronics.

In the document z US Customs and borders protection The United States issued on Friday has now released this consumer electronics, most of which are produced in China and were subject to 145% tariffs, as well as a 10% global tariff. Semiconductors that are used in almost everything, because tokens are the basis of all electronic devices – they will also be released.

In this way, Trump returns more to recognized advice on technological management, because tariffs for such devices can stop the majority of state-of-the-art US economy. But it turns out whether it will restore the investor’s trust to the wider market, because Trump’s unpredictability of the behavior of trade allies is just as frivolous as his actual decisions. The stock market has dropped by 15% since the office was taken.

It can be a large break for electronics producers, such as Nintendo, which was concerned about the influence of tariffs on the launch of Nintendo Switch 2 June 5.

Some analysts have warned that the iPhone in the amount of USD 1000, which could be sold for USD 3500, if it was produced in the USA, but it omits the fact that the US, perhaps only 14% of the global market, which would be a pioneer in the 1950s, probably cannot provide enough tokens for companies such as Apple, the most valuable technology company. But tariffs will affect technological products in many different ways.

The Consumer Technology Association estimates that tariffs can make game consoles make game consoles more high-priced for consumers in the US, with a 26% boost in prices for smartphones and a 46% boost in prices for laptops. But it was before Trump decided to put the largest tariffs to China this week.

The process of loss of market share in Fryków took place for decades with the growth of companies such as Taiwan TSMC, and the process of recovering market share cannot be repaired only by enabling tariffs, based on an interview that I conducted with Scott Almasy, a partner of the consulting and accounting company PwC, in December.

“Where you really start to get influence on materials, goods, steel and aluminum, things that really go to the beginning of supply chains that build things that are not $ 500, USD 600, 700 USD,” said Almassey.

Trump said that he is still considering sectoral tariffs for some goods – including semiconductors. Transferring to resignation is still a fleeting win for companies such as Apple, which committed to build more electronics in the USA, but my interview with Deloitte in January suggested that such a process may take a decades, and it is best to do it with subsidies in which the USA goes to what foreign governments do, helping to get factories for many parties.

Duncan Stewart, research director of the TMT Center in Deloitte, previously noted that building factories with a subsidy from a bilateral American act on American tokee

“After all plants that are under construction, start and launch, at the end of all this by 2032, the US can boost by about 14% or something.

The complexity of supply chains is something else to consider. When Intel dominated the American chip market (as well as Globe), one of the reasons was that he had the best production plants in the USA, which helped to reduce costs, but remained behind in the design of chip, giving opening companies such as NVIDIA. Nvidia used TSMC in Taiwan to make its systems, but Nvidia was a pioneer of the apply of parallelism in graphic systems for apply in up-to-date applications, such as AI processing in data centers. If TSMC were not as large or good as he was, Nvidia would not be able to overtake Intel and force artificial intelligence to be the largest segment of systems. This means that production in the native country is not the only thing that is essential in creating jobs.

Some politicians may be concerned about the lobbying influence of the technology industry, but the fact is that the industry creates a type of work with high value, which every economy must have in state-of-the-art age. The industry must employ highly educated and specialized people, and this requires more education. However, places such as China turn out to be many more engineers than the US, where mathematics and science are delayed.

However, Trump’s administration believes that tariff pain this week is aimed at starting this process and restore US competitiveness.

“President Trump explained that America cannot rely on China to create critical technologies such as semiconductors, tokens, smartphones and laptops,” said Trump spokesman. “That is why the president secured trillions of dollars in American investments from the largest technology companies in the world, including Apple, TSMC and Nvidia. Under the direction of the president, these companies are approaching production in the United States as soon as possible.”

It is obvious that the tariffs themselves will not solve commercial imbalances with China.

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