Trump Exempts Electronics from Tariffs in Major Policy Shift

The move spares smartphones, laptops, and semiconductors from steep levies, offering relief to tech companies while escalating the broader US-China trade conflict.

• The Trump administration announced late Friday that electronics, including smartphones, laptops, and semiconductors, are exempt from reciprocal tariffs, retroactive to April 5, 2025.
• The exemptions aim to ease financial pressure on tech companies like Apple, which rely heavily on Chinese manufacturing for their products.
• Despite the carveouts for electronics, tariffs on other Chinese imports remain at prohibitive rates of up to 145%, intensifying trade tensions with China.
• Industry analysts view the exemptions as a significant win for the tech sector, potentially averting severe supply chain disruptions and stabilizing markets.
• The decision has sparked criticism over inconsistencies in trade policy, with some questioning the administration’s broader economic strategy.

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