Trump releases phones, computers, chips from new rates

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US President Donald Trump spoke before signing executive orders in the White House Oval Cabinet in Washington, Colombia, USA, April 9, 2025.

Nathan Howard | Reuters

President Donald Trump released smartphones., Computersand other technological devices and components of its Reciprocal tariffsnew Guide from US customs and border defense in the US shows.

The manual issued late on Friday evening comes after Trump earlier this month imposed 145% tariffs for products from China, a move that threatens to take a fee for technology giants like Applethat makes iPhone And most of his other products in China.

Management also includes exceptions to other electronic devices and components, including semiconductors, solar cells, flat panel television displays, flash drives and memory cards.

Thehe The White House He said on Saturday that exceptions were made because Trump wants to ensure that companies have time to move production to the US

White House Deputy Crester Kush Deai said in a statement that Trump “made it clear that America could not rely on China to produce critical technologies such as semiconductors, chips, smartphones and laptops.”

“In the direction of the president, these companies are in a hurry to obtain their production in the United States as soon as possible,” Deza said.

The 20 categories of products listed in CBP guidelines are obviously released from the 125% tariff imposed by Trump on the import of Chinese imports and 10% base tariff for imports from other countries. 20% tariff for all Chinese goods remains in force.

CNBC has asked the White House and CBP to confirm the overall effective tariff rate of released products, but have not received a final response so far.

Exceptions are a profit for technology companies like Apple, which makes the bigger part of its products in China. The country produces 80% of the iPad and more than half of the MAC computers manufactured, according to Evercore ISI.

“This is the dream scenario for technology investors,” said Dan Ives, a global leader of technological research at Wedbush Securities, in front of CNBC. “The smartphones, the chips that are excluded, is a scenario for changing the game when it comes to tariffs for China.”

He added that the tariffs are “a black cloud over technology from Liberation Day because no sector will be more comprehensive than major technology.”

“I think, in the end, the executive directors of big technology spoke strongly. The White House had to understand and listen to the situation that it would be an Armageddon for Big Tech, if applied,” Ives said.

In the days following the announcement of Trump’s rates, Apple lost over $ 640 billion market value, CNBC earlier reportsS The IPhone price on Trump’s tariff plan can be ballooned up to $ 3,500 below Some estimatesS

Following the Trump’s tariffs, the shares were sharply sold as Wall Street’s uncertainty and instability were attacked. The S&P 500 is immersed over 5% during the end of Friday.

The yield of a 10-year-old treasure increased more than 50 basic points a week, one of its biggest records, as Trump’s commercial policy whip caused investors to sell US assets.

Thehe bond market Moving higher may have forced the White House’s hand in some turns, including a 90-day tariff recovery In most countries, in favor of a universal 10% course announced on Wednesday – except China.

The articles excluded from the Trump reciprocal tariffs according to the new directions are rearly for products that have left the warehouse until April 5, 2025. This provides clarity and financial planning of the US consignor, which is responsible for paying the tariff after arriving weeks later at US customs and release customs.

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