The Trump administration in US has announced that smartphones, computers, semiconductors, and other advanced electronics will be excluded from its latest round of global tariffs.
The update, shared in a Saturday notice by the US Customs and Border Protection office, aims to reduce cost burdens on American consumers while softening the blow of wide-ranging tariff hikes, particularly targeting China.
This move represents a partial step back from the administration’s tough “reciprocal tariffs” policy, as it tries to balance trade pressure with concerns over rising domestic inflation.
Notably, these products may be subject to future duties. These exemptions represent a somewhat favourable outcome for technology companies such as Apple. As per data from Evercore ISI, Apple manufactures over 80% of its products in China, including 80% of iPads and more than half of its Mac computers.
Products exempted from the tariffs include:
8471: Automatic data processing machines and units thereof; magnetic or optical readers, machines for transcribing data onto data media in coded form and machines for processing such data, not elsewhere specified or included. 8473.30: Parts and accessories of the machines of heading 8471. 8486: Machines and apparatus of a kind used solely or principally for the manufacture of semiconductor boules or wafers, semiconductor devices, electronic integrated circuits or flat panel displays; machines and apparatus specified in note 11(C) to this chapter; parts and accessories. 8517.13.00: Smartphones 8517.62.00: Machines for the reception, conversion and transmission or regeneration of voice, images or other data, including switching and routing apparatus 8523.51.00: Solid-state non-volatile storage devices 8524: Flat panel display modules, whether or not incorporating touch-sensitive screens without drivers or controls circuits 8528.52.00: Capable of directly connecting to and designed for use with an automatic data processing machine of heading 8471 8541.10.00: Diodes, other than photosensitive or light-emitting diodes (LED) 8541.21.00: Transistors, other than photosensitive transistors with a dissipation rate of less than 1 W 8541.29.00: Unmounted chips, dice and wafers 8541.30.00: Thyristors, diacs and triacs, other than photosensitive devices 8541.49.10: Other diodes 8541.49.70: Transistors 8541.49.80: Optical coupled isolators 8541.49.95: Other 8541.51.00: Semiconductor-based transducers 8541.59.00: Other 8541.90.00: Parts 8542: Electronic integrated circuits; parts thereof
The update, shared in a Saturday notice by the US Customs and Border Protection office, aims to reduce cost burdens on American consumers while softening the blow of wide-ranging tariff hikes, particularly targeting China.
This move represents a partial step back from the administration’s tough “reciprocal tariffs” policy, as it tries to balance trade pressure with concerns over rising domestic inflation.
Notably, these products may be subject to future duties. These exemptions represent a somewhat favourable outcome for technology companies such as Apple. As per data from Evercore ISI, Apple manufactures over 80% of its products in China, including 80% of iPads and more than half of its Mac computers.
Products exempted from the tariffs include:
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