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Key Apple supplier says 'empty shelves' likely within two months

  • On April 28, 2025, Pegatron, a major Taiwanese supplier for Apple, cautioned that ongoing tariff uncertainties might lead to noticeable stock shortages in U.S. Retail locations within the next couple of months.
  • This warning stems from ongoing confusion and disruption caused by the uncertain status of the 10% U.S. Tariffs on imports linked to the Trump administration's trade policies.
  • The tariffs began at 10% and ramped rapidly to as high as 145%, causing companies like Apple to shift manufacturing from China to countries including India and Vietnam as a long-term strategy.
  • Pegatron chairman T.H. Tung warned that if tariff uncertainties persist, U.S. Store inventories could become severely depleted in a matter of weeks, resembling the scarcity often seen in developing countries, as manufacturers hesitate to increase shipments until there is clearer direction on tariffs.
  • The supply chain uncertainty may cause severe shortages, but Pegatron said it will maintain long-term production plans despite short-term tariff fluctuations, indicating ongoing risks for U.S. Consumers.
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MacRumors broke the news in United States on Tuesday, April 29, 2025.
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