Please enable JavaScript to access this page.
Business News

Trump’s sudden tariff exemptions on key tech imports remove a ‘doomsday scenario’ for the industry, top analyst says

GettyImages 2208634390 e1744474296707
  • The Trump administration has announced several exemptions Late Friday night to “mutual tariff”, including popular consumer electronics and critical technology components. That provides American technology leaders who love him apple and NafidiaThis prompted Dan Eve, a Wedbush analyst to announce “the best possible news for technological investors.”

President Donald Trump withdrew the American technology sector from the edge of the disaster after his administration gave popular consumer electronics and critical inputs from the “mutual tariff”, according to the “” “” “” “” mutual tariff “, according to the” Wedbushh Eve analyst “.

Customs and US Border Protection have been released New instructions Friday night late On Trump’s tariff, Exempt a set of imports Such as smartphones, computers, semi -conductors, chip making equipment, solar cells, flat plate TV screens, flash drives, memory cards, and solid status engines to store data.

While some products can be ultimately exposed to future tariffs, they are likely to be less than Trump previously revealed. In particular, it offers a great break for factories -based companies in China, which faces a 125 % mutual tariff on the head of service by 20 %. This led to 125 % revenge on China, which means that both sides were about to effectively cut trade from each other.

in Post on x Saturday MorningEvis described Trump’s exemptions as “the best possible news for technical investors” that raise a huge cloud on the sector, as the United States had no alternatives outside the supply chains based on Asia.

“Without these exemptions, the American technology industry will be restored for a decade and that the thesis of the revolution would have slowed down.” “Instead, we believe that the White House has obtained sufficient reactions from technology and business leaders from the Silicon Valley throughout the week that the customs tariff, especially those in China, will change in the structural standpoint of business models while these definitions and Chinese negotiations are launched.”

Exemptions determine the latest development in Trump early, outside the scope of customs tariffs. On Wednesday, a temporary stop of 90 days announced high rates above the baseline, but it has risen China. It also comes after he and his employees pledged not to retreat, then they indicated that they were open to negotiations.

For IVES, the new drilling has proven that the American technology industry has a “loud voice” and that despite the strong previous resistance of the White House on the exemptions, “the reality of the situation in Bildway was recently identified.”

Certainly there is still a lot of uncertainty and volatility in the future, because any conversations with China are likely to take several months, at least, admit. But at the present time, the likes of Apple, NVIDIA, Microsoft Others can breathe the tremendous a sigh of relief this weekend.

“Big Tech is back away from the abyss with these exemptions, and this changes the entire situation of technology shares with this black raging event for industry,” she wrote. “We are the big technology in a very strong position on the Al …

in Follow -up PostHe added that “there are still some moving publications” amid the negotiations “, but the Day of Resurrection is now outside the table in our view.

The White House did not immediately respond to a request to comment on the reason for the administration exempting technology imports from definitions.

At the end of last week, after the markets suffered a brutal sale of $ 5 trillion in the wake of Trump’s “Liberation Day” announcement of the basic definitions of 10 % and even higher duties on dozens of other countries, Signs of willingness from American companies have emerged.

Trump’s adviser, Elon Musk, appears to be separated from the White House trade war last Saturday, when Timing The CEO expressed his hope for The “zero Tafaf” system between the United States and Europe It will create a “free trade zone”.

Earlier in the day, Musk sparked White House official Peter Navarro, who was According to what was mentioned in the tariff policySuggest on x Harvard’s degree is “a bad thing” and that he has not built anything.

Meanwhile, technical journalist Kara Swissher Posted on Topics Last Friday, “Basil is one of the prominent technology and also the financing leaders are making a trip to Mar Lago to read Trump’s riot law-a mother who talks about a healthy sense-for the definitions.”

This story was originally shown on Fortune.com


https://fortune.com/img-assets/wp-content/uploads/2025/04/GettyImages-2208634390-e1744474296707.jpg?resize=1200,600
2025-04-12 17:16:00

Related Articles

Leave a Reply

Your email address will not be published. Required fields are marked *

Back to top button