US President Donald Trump speaks before signing executive orders at an oval office in the White House in Washington, USA, April 9, 2025.
Nathan Howard Reuters
Smartphones AND computers They belong to many technological devices and components that will be released Mutual tariffs imposed by the president Donald Trumpaccording to the new conductivity With US Customs and borders protection.
Guidelines, issued in the late Friday evening, appears after Trump on the beginning of this month applied 145% of the tariffs on products from China, which threatened that it would affect technological giants AppleWhat does iPhones And most other products in China.
The guidelines also include exclusion for other electronic devices and components, including semiconductors, solar cells, flat panel TV displays, flash drives and memory cards.
These products may ultimately be subject to additional obligations, but they will probably be much lower than 145% Trump indicator He applied to goods from China.
Release is a victory for technology companies such as Apple, which makes over 80% of their products in China. According to Evercore, ISI, the country produces 80% of iPads and more than half of the manufactured Mac.
“This is a dream scenario for technological investors,” said CNBC Dan Ives, a global head of technology research at Wedbush Securities. “Smartphones, excluded tokens are a script that changes the game when it comes to Chinese tariffs.”
He added that the tariffs were “a black cloud over technology from the day of liberation, because no sector would be more hurt than large technology.”
“I think that ultimately Big Tech directors spoke loudly, and the White House had to understand and hear the situation that it would be Armageddon for Big Tech, if it was implemented,” said Ives.
In the times of Trump's tariff announcement, Apple lost over $ 640 billion of market value, Previously reported CNBC.
– Lori Ann Larocco from CNBC contributed to this story.
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