Trump Exempts Phones, Computers, and Chips from New Tariffs, Including on Chinese Imports
- The Trump administration exempted consumer electronics such as smartphones, laptops, and some chips from tariffs on May 9, 2025, in the United States.
- This exemption follows tariffs imposed on April 2, 2025, aimed at pressuring China, but recognizes these goods are rarely made domestically and reshoring would be costly and slow.
- The exemption covers items like hard drives and flat-panel monitors and benefits major tech firms such as Apple, Samsung, and Nvidia, whose products are largely manufactured overseas.
- Up to 80% of iPhones sold in the U.S. are made in China and the exemption prevents these goods from 145% tariffs, which could triple prices, thus helping to stabilize consumer costs.
- The move reduces pressure on the tech sector, potentially boosting stocks, but trade policy uncertainty remains and manufacturing shifts to the U.S. are unlikely soon.
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Many everyday electronic devices are manufactured in China. Accordingly, there was great concern in the US about massive price increases. Now there is good news for US companies and consumers.
Many everyday electronic devices are manufactured in China. Accordingly, there was great concern in the US about massive price increases. Now there is good news for US companies and consumers.
The United States, in the midst of a trade war with China, has decided to exempt smartphones and computers from the recent customs surcharge imposed by Donald Trump. These exemptions apply, in particular, to electronic products imported from China.
Apple, Nvidia, and Microsoft can 'breathe a huge sigh of relief' after Trump's China tariff exemptions
It means some of the most crucial and high-end technology imports — which overwhelmingly aren’t made in the U.S. — won’t be subject to Trump’s 125% tariff on China, or his baseline 10% tariff on almost every other country. A Wall Street analyst quickly called it “the best news possible for tech investors.”
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