The Trump administration exempts smartphones, laptops, hard drives, processors, memory chips, and machines used to make semiconductors from “reciprocal tariffs”
President Donald Trump's administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs …
Bloomberg
Related Coverage
- Trump exempts phones, computers, chips from new tariffs CNBC
- Trump exempts smartphones and computers from new tariffs BBC · Madeline Halpert
- Clarification of Exceptions Under Executive The White House · President Donald J. Trump
- Smartphones and computers are now exempt from Trump's latest tariffs CNN · Auzinea Bacon
- Trump administration to exempt smartphones and computers from tariffs The Guardian · Maya Yang
- Trump Adds Tariff Exemptions for Smartphones, Computers and Other Electronics New York Times
- CSMS # 64724565 - UPDATED GUIDANCE - Reciprocal Tariff Exclusion for Specified Products; April 5, 2025 Effective Date U.S. Customs and Border Protection
- Apple, Nvidia, Dell, and Others Get a Tariffs Exemption Under New Rules Barron's Online · Adam Levine
- Trump gives Apple a giant break with wide-ranging tariff exemptions AppleInsider · Mike Wuerthele
- After market tumult, Trump exempts smartphones from massive new tariffs Ars Technica
- Trump's electronics tariff exemption is temporary, Commerce Secretary says Axios · Avery Lotz
- China says US tariff break a ‘small step’ to fixing mistake Fortune
- Trump excludes smartphones from reciprocal tariffs Capital Brief · Paige McNamee
- Trump excludes some electronics from reciprocal tariffs Supply Chain Dive · Edwin Lopez
- Donald Trump exempts phones, chips from new tariffs Android Central · Shruti Shekar
- Trump excludes smartphones, computers, chips from higher tariffs The Verge · Wes Davis
- Trump administration says it will exclude some electronics from reciprocal tariffs Associated Press
- Apple's iPhone and Other Electronics Get US Tariff Exemptions iPhone in Canada Blog · John Quintet
- Trump spares smartphones, computers, other electronics from his 125% China tariffs Reuters
- Trump's move: iPhones, laptops exempted from China tariffs Gulf Business · Nida Sohail
- Apple is saved from certain doom after China tariffs are lifted for electronics XDA Developers · Simon Batt
- Trump exempts smartphones, computers from new tariffs Arabian Business
- Tariff hike may slow Taiwanese electronic productions in Thailand Tech in Asia · Diya Lal
- As Global Powers Redefine Critical Tech, Solaxy Aims to Be Crypto's Backbone Bitcoin Insider · Bitcoinist
- Smartphones, computers exempted from US ‘reciprocal’ tariffs Scroll.in
- Trump administration exempts phones, computers, CPUs, memory, and chipmaking tools from sweeping tariffs TechSpot · Skye Jacobs
- First rollback on Trump tariffs: Struggling tech sector granted exemptions Türkiye Today
- Apple, HP halt U.S.-bound computer shipments from inland China Nikkei Asia · Shunsuke Tabeta
- Trump administration exempts smartphones and computers from 125% China tariffs Cryptopolitan · Nellius Irene
- Smartphones, Computers, Electronic Devices Exempt from Trump Admin's Tariffs on China Breitbart · Elizabeth Weibel
- The Trump tariff pendulum swings back to 'everything's normal' from 'everything's broken' again, with computers and other electronic devices now exempt from even the steep levies on China PC Gamer · Ted Litchfield
- Trump spares smartphones, other electronics from China tariffs gulftoday
- Tim Apple Strikes Again! Spyglass · M.G. Siegler
- US Tariff Exemption May Prevent Price Hike for Apple, Samsung Phones Deal N Tech · Sudhanshu
- iPhone Price Hike Fears Laid To Rest After Tax Exemptions Redmond Pie · Zayed Rehman
- Trump Removes Tariffs On Electronics In Big Win For Apple, Samsung, Others The Daily Caller · John Oyewale
- Trump Keeps Backing Down, Exempts Phones and Computers from Tariffs Gizmodo · AJ Dellinger
- Trump exempts PCs, smartphones, and components from tariffs PCWorld
- Trump's new tariff plan spares some smartphones, laptops Mashable · Christianna Silva
- Tariff Surprise: Smartphones and Computers Get Exempted in Late-Night Reversal CNET · Edward Moyer
- Are iPhone prices safe? Phones, computers, and chips are now exempt from US tariffs TechRadar · David Nield
- US tariffs will exempt smartphones and other key tech, for now 9to5Google · Andrew Romero
- Smartphones and laptops among items excluded from reciprocal tariffs, US says Sky News
- Trump backs off on electronics tariffs VentureBeat · Dean Takahashi
- In Win for U.S. Tech Companies, Trump Exempts Electronics From Tariff Plan The American Conservative · Joseph Addington
- Electronics exempted from latest round of Trump tariffs UPI · Simon Druker
- Trump Grants Tariff Reprieve to Tech - Including From China - In Surprise Move Benzinga · Bibhu Pattnaik
- Trump exempts smartphones, laptops, and semiconductors from new tariffs TechCrunch · Anthony Ha
- Smartphones and computers get reprieve from new US tariffs on China Raleigh News & Observer
- Apple Products Exempted from Trump's Tariffs on Electronics The Mac Observer · Devesh Beri
- iPhones, Macs, and Other Apple Devices Exempted From Trump Tariffs MacRumors · Juli Clover
- Trump administration exempts smartphones, PCs, and chips from reciprocal tariffs... for now Liliputing · Brad Linder
- Phones and laptops aren't getting pricey, thanks to tariff relief Digital Trends · Nadeem Sarwar
- Samsung Galaxy Devices Won't Cost More as US Exempts Phones from Tariffs SammyGuru · Abhinav Anand
- Trump Exempts Smartphones, Laptops From Tariff Hikes The Information · Laura Mandaro
- Are Smartphones and Laptops Exempt From Trump's ‘Reciprocal’ Tariffs? Here's What to Know Time · Rebecca Schneid
- Trump's tariff blitz now exempting electrical goods like phones, laptops Fox Business
- Trump administration says it will exclude some electronics from tariffs Los Angeles Times · Mae Anderson
- President Trump exempts smartphones, computers, microchips from new tariffs USA Today · Joey Garrison
- The Adventures of Tariffman, Cont. Mock Paper Scissors · Tengrain
- Trump's latest stunner takes Apple off the hook as phones, other electronics get a tariff exemption PhoneArena · Alan Friedman
- BREAKING NEWSHuge Trump tariff U-turn will exempt iPhone and laptops Daily Mail · Daniel Jones
- BREAKING: Trump drops tariffs on PCs, laptops, smartphones, and gaming consoles Windows Central · Daniel Rubino
- Trump Makes Big Tariff Move on China Overnight, Signals Where Things May Be Headed RedState · Bonchie
- Donald Trump exempts mobile phones and other tech from tariffs in new economic war move Mirror · Fiona Leishman
- Trump tariffs live updates: Cell phones, chips and laptops get a reprieve from tariffs; China hikes tariffs on US goods to 125% Yahoo Finance
- BREAKING: Trump Exempts Phones, Computers and More From Tariffs Mediaite · Zachary Leeman
- iPhone won't face Trump tariff price hike for now following exemption 9to5Mac · Zac Hall
- Trump Spares Smartphones And Laptops From Tariffs Forbes · Conor Murray
- Trump excludes smartphones, laptops from ‘reciprocal’ tariffs KVUE-TV · Mae Anderson
- So right now, if someone wants to import all of the parts needed to make a computer, they have to pay a massive tariff. But if they import the fully assembled computer, there is no tariff. — Wow- truly a genius plan to reshore tech manufacturing. … @TonyStark@progressivecafe.social · Tony Stark
- “Imagine trying to manage a supply chain right now. — Every 48 hours, the WH is announcing, or un-announcing, or re-announcing, or creating massive carve outs to, a new trade rule. — Why would anyone anywhere build a new factory under these conditions? -D Thompson … @KimPerales@toad.social · Kim Perales
- I guess all the tech bros cozying up to Trump was worthwhile with the phone & computer exclusion. If this is in the name of national defense … Jeffrey Greenstein
- “This is the dream scenario for tech investors,” Dan Ives, global head of technology research at Wedbush Securities, told CNBC. … Daniel Ives
- Electronic exemptions with refunds! — Due to what we understand was industry pressure similar to the Ford/Stellantis/GM pressure in March … Mollie Sitkowski
- Broadband / wireless / network equipment is now exempted from tariffs. — 8517.62.00: Machines for the reception, conversion … Keefe John
- Last night a CSMS message was sent from CBP providing an exclusion from all reciprocal tariffs for certain products. This new 99# is allowed to be used retroactively back to 4/5. … Lori Mullins
- This US Customs notice is making the rounds in China, where I'm traveling. I'm far from expert on this, but it seems to exempt from tariffs a range of consumer electronics and semiconductors. … Andy Rothman
- Wow. Electronics carved out of reciprocal tariffs. Most of them anyway. Back to 20% for China. No reciprocal tariffs on these listed items from rest of world. … Deborah Elms
- Trump exempts phones, computers, chips from ‘reciprocal’ tariffs Hacker News
- Commerce Secretary Lutnick says tariff exemptions for electronics are only temporary ABC News · Quinn Scanlan
- Tech tariff exemptions are only temporary, according to Trump's commerce secretary TechCrunch · Anthony Ha
- iPhones and other Chinese-made electronics will likely be subject to more Trump tariffs, Commerce Secretary Lutnick says New York Post · Ryan King
- Apple gets a tariff exemption on iPhones and, well, everything else Macworld · Michael Simon
- Trump says he will provide more info on chips tariffs on Monday Reuters · Jeff Mason
- U.S. Tariff Exemptions for Electronics Are ‘Temporary,’ Says Commerce Secretary CoinDesk · Francisco Rodrigues
- Here we go again! Tariff exclusion for smartphones is only temporary says Commerce Secretary PhoneArena · Alan Friedman
- Lutnick: Smartphone tariff exemptions are temporary The Hill · Brett Samuels
- Trump Commerce chief fuels tariff confusion, saying exemptions for phones, computers and other electronics are not permanent CNBC · Erin Doherty
- Trump smartphone tariff pause is temporary - measures ‘coming soon,’ Lutnick says USA Today · Cybele Mayes-Osterman
- Howard Lutnick says tariffs on smartphones ‘coming soon’ after Apple gets China reprieve The Independent · John Bowden
- Trump carves out massive exemptions from reciprocal tariffs, including smartphones, chips and computers Fortune · Jason Ma
- Trump's Tariff Exemptions Shield Smartphones, Computers & Semiconductor Equipment Outlook Business
- Breaking news. Smartphones and computers, including from China, exempt from new tariffs imposed by Trump Euronews · Emma De Ruiter
- Tech Giants Breathe Easy as Trump Exempts Key Products from New Tariffs Townhall · Sarah Arnold
- Donald Trump exempts phones, computers and chips from ‘reciprocal’ tariffs The Irish Times
- Tech gets a pass; Smartphones, computers, and chips exempted from Trump tariffs Neowin · Hamid Ganji
- Trump exempts smartphones, chips, other electronics from tariffs Tech in Asia · Minh Le
- Trump spares Apple, Samsung, tech industry from tariffs. Here's what happened Laptop Mag · Oscar Gonzalez
- NEW: Trump exempts smartphones, computer chips from new tariffs The Post Millennial · Thomas Stevenson
- US exempts smartphones, computers and semiconductors from tariffs Le Monde
- Trump exempts phones, computers from his reciprocal tariffs Politico · Ali Bianco
- US tech tariff exemption may only be temporary, says Lutnick Hacker News
Discussion
-
@pcdoherty
Peter Doherty
on bluesky
Actions have consequences. Might this have been thought through? This is what what happens when there is no mechanism for poviding 'frank & fearless" advice? Might it just be possible that a ‘bullied country’ just decides to take the hit & not supply the products? www.bbc.com/…
-
@gossjam
James Goss
on bluesky
İ love this Tariff Policy. İt's so simple and clearly executed and not at all like a twink loading a dishwasher. — www.bbc.com/news/article...
-
@smeagol92055
@smeagol92055
on bluesky
He's going to slowly roll back everything to 0% worldwide and then say that he accomplished the greatest bargaining feat the world has ever seen. — www.cnbc.com/2025/04/12/t...
-
@crampell
Catherine Rampell
on bluesky
Commerce Sec Lutnick promised Chinese jobs “screwing in little, little screws to make iPhones” would be moved here. Treasury Sec Bessent said American dream was not cheap “flatscreens” — And yet here we are: first China tariff exemptions are for iPhones & flatscreens — www.c…
-
@muellershewrote.com
@muellershewrote.com
on bluesky
Someone should check which Trump allies and members of Congress bought Apple/tech stock on Friday. www.cnbc.com/2025/04/12/t...
-
@chrisdornan
Christopher Dornan
on bluesky
Just to be mischievous minxes, the Chinese should slap punishing export taxes on cell phones and their components. Then remove them a few days later. Then reimpose them. They could spin a big wheel to see how much the export taxes should be, as in The Price Is Right.
-
@noturtlesoup17
Amanda Moore
on bluesky
I really need a new phone with more storage for video, so on one hand — thank you Tim Apple. On the other hand... 😢
-
@phillipspobrien
Phillips OBrien
on bluesky
Another big fold by Trump in his insane tariff war. Looks like electronics are exempt. More and more the pointlessness of his destruction of American reliability and trustworthiness is made clear. It seems uniquely designed to weaken the USA. www.cnbc.com/2025/04/12/t...
-
@warren.senate.gov
Elizabeth Warren
on bluesky
Apple CEO Tim Cook donated $1 million to Donald Trump's inauguration. — Looks like he's getting a big return on his investment.
-
@stephentotilo
Stephen Totilo
on bluesky
Though I enjoy Blue Prince, I don't enjoy looking up tariff exception product codes. Not quite as fun — content.govdelivery.com/bulletins/ gd...
-
@sandertordoir
Sander Tordoir
on bluesky
First fold wasn't enough, and left US tariffs still at extremely high level. The bond market didn't like it, now further rollbacks are en route. — This'll be a messy ride. — www.bloomberg.com/news/article...
-
@gdp1985
Gerard DiPippo
on bluesky
I would interpret the US tariff exemptions primarily as an attempt to mitigate the impact on electronics and consumers more than as a signal of a US-China deal. The exempted categories cover about 22% of US imports from China. content.govdelivery.com/bulletins/ gd... [image]
-
@bgrueskin
Bill Grueskin
on bluesky
The ROI on Tim Cook's $1 million donation to the Trump inauguration is astronomical www.cnbc.com/2025/04/12/t...
-
@iamfreetobeme
Dianne Dupuis
on bluesky
He's protecting technology and his tech brothers.
-
@michaelcaley
Michael Caley
on bluesky
they simply don't understand what the costs of tariffs will be — you can hide the headline costs of iPhones and laptops but the effects on all prices, not to mention production itself, via supply chains can't be handled by one time exemptions and bribery www.bloomberg.com/news/ar…
-
@nosunkcosts
@nosunkcosts
on bluesky
All the downsides of tariff uncertainty, none of the revenue [embedded post]
-
@jaec
@jaec
on bluesky
1. Tariffs for everything. — 2. Some exemptions. — 3. Profit (corruption). [embedded post]
-
@whetmoser.com
Whet Moser
on bluesky
guess we're not building iPhones anymore www.bloomberg.com/news/article...
-
@danielzhao
Daniel Zhao
on bluesky
just spinning a big raffle wheel to decide what the new tariff policy announced each day will be
-
@monhegan
@monhegan
on bluesky
Trump rolls out massive tariffs, freaks out markets, then starts carving out exceptions for chips, phones, laptops—like it was always part of the plan. He's flailing, but pretending it's strategy. Big, bold chaos followed by quiet backpedaling. Every move is damage control dre…
-
@scottlincicome
Scott Lincicome
on bluesky
Tim Apple wins again: “Trump Exempts Phones, Computers, Chips From ‘Reciprocal’ Tariffs” www.bloomberg.com/news/article... [image]
-
@christianh
Christian Heinzel
on bluesky
I missed it in the earlier CBP guidance, but the 125% are on top of the original feb/March 20% — Also more de minimis coming over 2 months — www.whitehouse.gov/presidential... [image]
-
@chadpbown.com
Chad P. Bown
on bluesky
Here is Trump Executive Order PAUSING tariffs on trade surplus countries & RAISING trade surplus tariffs on China to 125% (from 84%) — Note: — US-China tariff chart to be updated soon — Yesterday's crazy high tariffs on rest of world were only suspended on Apr 10 - ie, were i…
-
@christianh
Christian Heinzel
on bluesky
The funniest part is that this is the April 8th EO and the April 9th EO only publicised today actually increased all of these by a 3rd again, so 200 USD or 120% — www.whitehouse.gov/presidential... [embedded post]
-
@lookitup.baby
Ian Coldwater
on bluesky
It keeps getting worse. As of the newest EO they increased this rate AGAIN so as of June 1, you as an individual in the US receiving a package from China will be paying fees of $200 per package or 120% of its value. — So that $3 component you ordered? It's a $203 component no…
-
@joeycastillo@mastodon.social
Joey Castillo
on mastodon
LOL: the mad king did, in fact, change his mind again, presumably because Tim Cook called to lick the boot. Ironically, bare printed circuit boards (8534) are seemingly not going to be exempt, but populated PCBA assemblies (8471) ARE exempt — seemingly even from the 25% that we …
-
@gwhitta
Gary Whitta
on threads
If they were serious about building iPhones in America, why did they just exempt smartphones from the China tariffs? Oh right, they didn't think any of this through.
-
@carnage4life
Dare Obasanjo
on threads
Tim Cook is worth his paycheck just from how much he's managed to keep Apple's business safe from Trump's tariffs across two terms. The Services/AirPods/Watch business growth is just icing on the cake.
-
@carnage4life
Dare Obasanjo
on threads
It didn't even last a week and the tariffs against China are beginning to crumble with smartphones, PCs, servers, and other tech products being exempted. Sucks for the small business owners who aren't big enough to lobby for their own exemptions. Welcome to the coin operated pr…
-
@tradingthomas3
Tom
on x
Apple was getting bid up like crazy yesterday, don't tell me this wasn't leaked, all bunch of crooks. [image]
-
@nicknotned
Nick Denton
on x
Anybody else noticing? MAGA is awful quiet on the timelines today. The intellectual sympathizers haven't been seen for a while, since this phony war started. But now the MAGA hardcore are silent or posting tangentially. My For You is dominated by conservatives — ridiculing this
-
@dkthomp
Derek Thompson
on x
Pic 1: major fastener (nuts, bolts, screws, nails) manufacturer in the US says price increases coming 2: more US importers telling Flexport they're looking to move manufacturing overseas This is what round-kicking ourselves in the face looks like. [image]
-
@teroterotero
Tero Kuittinen
on x
If Xi waits for Monday market bounce to really get raging... and then announces export taxes for iPhones and Tesla batteries... let's say, 11 AM EST... oh man... because he got the cards now. All the cards. We showed our weakness to him. We can only beg for mercy from China.
-
@levie
Aaron Levie
on x
Someone who believes in these tariffs, and who has a grasp of microeconomics, please explain what they imagine a businesses will do if China uniquely supplies a component that is critical and uneconomical right now. What do you do as that entrepreneur?
-
@natesilver538
Nate Silver
on x
Also, it obviously undercuts your negotiating position when you negotiate against yourself. Which is why this is probably more of a capitulation / acknowledgment of political constraints than last week. Markets likely prefer capitulation > negotiation, though. [image]
-
@natesilver538
Nate Silver
on x
Traditional markets aren't open, but recession chances lower on the news in prediction markets. https://polymarket.com/... [image]
-
@loganbartlett
Logan Bartlett
on x
Frustrated I spent the whole week practicing screwing in little iPhone screws.
-
@zerohedge
@zerohedge
on x
Trump's administration exempted smartphones, computers and other electronics from reciprocal tariffs in win for Apple.
-
@davegreenidge57
@davegreenidge57
on x
Trump just blinked. Here's a list of Chinese electronic products that he exempted from tariffs, late last evening. So, no. You're not going to have to pay double for your next mobile phone or tablet. He's also just exposed to Beijing exactly where our trade weaknesses are. [image…
-
@spencerhakimian
Spencer Hakimian
on x
Bitcoin reacting very positively to Trump's cave on chips, smartphones, and laptops. Slowly but surely. Halfway down the off ramp already. [image]
-
@natesilver538
Nate Silver
on x
This is our biggest category of imports from China, so I think it's probably right to think of it as a pretty significant signal of de-escalation rather than a narrow carve-out. [image]
-
@haykodarb
Hayk Darbinyan
on x
4th option: just wait 3 days [image]
-
@maxwelltani
Max Tani
on x
The Trump administration moving closer to toward what I believe is the ideal China tariff policy: Zero tariffs on any Chinese imports except Fear of God Essentials.
-
@josephpolitano
@josephpolitano
on x
I made a chart to illustrate some of the insane tariff shifts over the last two weeks—imagine trying to run an electronics business when the cost of video game consoles doubles in one week and the tariff on Phones goes up 62% over two days then right back down 62% the next day [i…
-
@billackman
Bill Ackman
on x
The exemptions are an olive branch by @realDonaldTrump to China, an opportunity to begin de-escalation.
-
@spencerhakimian
Spencer Hakimian
on x
So let's just get this crystal clear. If somebody is trying to manufacture a laptop in the U.S., the components that they import are going to be tariffed at 145%. But if somebody simply makes the laptop entirely in China, they are fully tariff free? And this is all to bring
-
@spencerhakimian
Spencer Hakimian
on x
Main Street not Wall Street [image]
-
@artcandee
Art Candee
on x
Marjorie Taylor Greene buying Apple, Pi, Qualcomm, Dell, Amazon, and Lam stocks seems a lot more sus before the tariff exemptions on electronics components, smartphones, semiconductors, and computers. Martha Stewart would like a word. [image]
-
@devahaz
Deva Hazarika
on x
Will those Main Street small businesses get a break from tariffs too? [image]
-
@geiger_capital
@geiger_capital
on x
Smartphones and computers are China's largest export to the United States... Now exempt from tariffs. [image]
-
@mattyglesias
Matthew Yglesias
on x
https://x.com/... [image]
-
@armanddoma
Armand Domalewski
on x
everything is computer [image]
-
@birdyword
Mike Bird
on x
Smart move from the administration here 👇. They could go even further by exempting all products used by American consumers and businesses, to put the full squeeze of the tariffs firmly on China.
-
@sruhle
Stephanie Ruhle
on x
IMPORTANT: This week Sec Lutnick said there would be NO exemptions. That has changed. We are now exempting phones, computers. Chip making. In other words 40 % of what China exports to us.👇🏼
-
@nikitabier
Nikita Bier
on x
And just like that, the trade war is officially over. The only thing subject to the tariffs will now be Temu slop. [image]
-
@arpitrage
Arpit Gupta
on x
Giving China incentives to export tariff-free electronics and computers, while continuing to tariff their low-end apparel, is industrial policy which benefits China in continuing to upgrade export complexity
-
@justinwolfers
Justin Wolfers
on x
Whether you love or hate tariffs, you can't help but be impressed at the detailed policy planning, the transparency of the policy process, the credibility of Administration announcements, relentless attention to detail, flawless execution, and the thoughtful predictability that
-
@morningbrew
@morningbrew
on x
NEW THIS MORNING: Smartphones, computers and other electronics will be exempt from Trump's reciprocal tariffs Somewhere, Tim Cook rejoices [image]
-
@geiger_capital
@geiger_capital
on x
Jeff Bezos walking into the White House after hearing Tim Cook got a tariff exemption first. [image]
-
@cramertracker
Inverse Cramer
on x
One day later and the tariffs are removed Jim Cramer is unstoppable [image]
-
@cullenroche
Cullen Roche
on x
China tariff changes in the last 10 days: April 2: 54% April 8: 104% April 9: 145% April 12: Exempts electronics bringing average weighted rate back to 104%. My head is spinning.
-
@mikealfred
Mike Alfred
on x
BREAKING: Treasury Secretary Bessent was instrumental in getting President Trump to back down on Chinese phone and computer tariffs after multiple calls with Apple CEO Tim Cook and other CEOs. Navarro and Lutnick sidelined and Navarro likely to be fired as scapegoat - SOURCES
-
@jdcmedlock
James Medlock
on x
It's so funny to exempt high tech final manufactured goods while keeping tariffs on manufacturing inputs. Just zero concern for actually helping US manufacturers.
-
@faisalislam
Faisal Islam
on x
Well, well, well. US customs messaging note quietly slipped out last night shows that smartphones, the number 1 Chinese export to the US by value last year, exempted from the 125% tariff... alongside chips, processors, wafers, lcd panels, LEDs etc... 8517.13.00.00 Smartphones [im…
-
@josephpolitano
@josephpolitano
on x
YOU MOTHERFUCKER I WAS LITERALLY 15 MINUTES AWAY FROM PUBLISHING AN ARTICLE NOW I HAVE TO RUN THE ANALYSIS ALL OVER AGAIN TOOK YOU TEN DAYS TO REMEMBER WHAT A SMARTPHONE WAS AND GIVE TIM APPLE HIS BRIBERY EXEMPTION, MEANWHILE YOU STILL HAVEN'T FUCKING EXEMPTED BANANAS
-
@joecarlsonshow
Joseph Carlson
on x
A day ago Chamath defended the harsh tariffs on China. Now that a huge portion of them are removed he will defend them being removed and explain how this was a great strategic move. If they were doubled, instead of removed, he would explain doubling them is the best move.
-
@josephpolitano
@josephpolitano
on x
A helpful guide to the current state of US trade policy: [image]
-
@armanddoma
Armand Domalewski
on x
tariffing input goods but excluding finished computers, phones, etc, puts US manufacturers at a distinct *disadvantage* to Chinese manufacturers now, no?
-
@mattyglesias
Matthew Yglesias
on x
Truly the meme of the year. [image]
-
@dougboneparth
Douglas A. Boneparth
on x
We will tariff China on everything but the 99% of what we import! [image]
-
@jordihays
Jordi Hays
on x
Won't be needing this anymore [image]
-
@mattyglesias
Matthew Yglesias
on x
If you're a business owner who doesn't have Tim Cook's clout or Apple's lobbying budget, you're out of luck I guess.
-
@sruhle
Stephanie Ruhle
on x
Given this enormous win for tech companies... will the SEC be looking at trading volumes/timeline yesterday to ensure no one was tipped off abt today's announcement? (Separately:Also good news for U.S. consumers.)
-
@armanddoma
Armand Domalewski
on x
something very funny about making your entire brand “The Art of the Deal” and then just spend your entire life catastrophically fucking up Deals
-
@nikitabier
Nikita Bier
on x
For the love of God, we need to stop the insider trading in the Trump Administration. I'm happy we're walking back the tarriffs but this is turning into a full blown kleptocracy. Millions of dollars of AAPL call positions were opened right up until the electronics exemption. [ima…
-
@teroterotero
Tero Kuittinen
on x
And now he needs to show he is tough. By hurting the closest allies of America as much as possible. On and on and on.
-
@armanddoma
Armand Domalewski
on x
right now, if I import the parts to make a computer, I pay a massive tariff, but if I import the fully assembled computer, I get no tariff. truly a genius plan to reshore manufacturing
-
@nicknotned
Nick Denton
on x
Time for a call. 81 days: that is how long Trump's golden age lasted. Deportations now paused for agricultural and hotel workers. Musk's chainsaw slashing of the federal bureaucracy replaced by departmental “scalpel”. And as of this morning, surrender in the tariff war.
-
@typesfast
Ryan Petersen
on x
So we're exempting all advanced electronics from Chinese tariffs and putting a 125 pct tariff on textiles and toys?
-
@levie
Aaron Levie
on x
@typesfast Who needs small businesses anyway
-
@lewis_goodall
Lewis Goodall
on x
The great climbdown continues. [image]
-
@birdyword
Mike Bird
on x
If you were running a secret strategy to undermine American manufacturing, exempting popular finished consumer goods from tariffs and keeping them in place for intermediate goods, capital goods and raw materials would be a good way to go about it.
-
@justinwolfers
Justin Wolfers
on x
Here we go. High tariffs for everyone except those who curry favor with the king. Lesson: It's more important to compete at Mar-a-Lago than in the market.
-
@robertgkepes
Robert Kepes
on x
@selinawangtv Trump had to back down b/c Apple, Samsung, Dell were not going to move manufacturing to the US from the Far East. Phone and computer prices would have gone up by 30% - 50% = a consumer revolt. Trump is making it up as he goes along = business uncertainty = no capita…
-
@selinawangtv
Selina Wang
on x
Breaking: The Trump administration is exempting smartphones, computers, and other electronics from his reciprocal tariffs. The exemptions also include solar cells, flat panel TV displays, flash drives, computer processors, memory chips, etc. https://content.govdelivery.com/ ...
-
@sruhle
Stephanie Ruhle
on x
So these exemptions on electronics from China... Is this how we should see it? “We are imposing a 145% tariff on all Chinese goods -except what we buy.” Good news for Apple & the US consumer. How does this impact the “trade war” with China?
-
@rpsagainsttrump
@rpsagainsttrump
on x
So I guess we're not going to manufacture iPhones in the United States after all, despite what Howard Lutnick said just a few days ago [video]
-
@ernietedeschi
Ernie Tedeschi
on x
Reupping this paper for no reason at all. Tariff exemptions, and rejection of exemptions, are correlated with firm-level political connections. https://papers.ssrn.com/... [image]
-
@geiger_capital
@geiger_capital
on x
*TRUMP ADMINISTRATION EXEMPTED SMARTPHONES, COMPUTERS AND OTHER ELECTRONICS FROM RECIPROCAL TARIFFS So... Apple won't be onshoring? Trump continues caving left and right. [image]
-
@idothethinking
Darrell Owens
on x
Trump's just schizophrenically negotiating with himself while Xi and the Chinese just ignore him.
-
@johncoogan
John Coogan
on x
Tim Cooked
-
@hasanthehun
@hasanthehun
on x
excellent move, china will be destroyed any day now !
-
@armanddoma
Armand Domalewski
on x
So to be clear, the current Trump administration plan is now to let China do advanced electronics manufacturing while we “reshore”...textiles and coffee production? [image]
-
@josephpolitano
@josephpolitano
on x
Trump exempting computers & phones from the tariffs today means that Chinese-made laptops now have lower tariffs than European Cars, Mexican Steel, & Canadian Lumber Also means Vietnamese-made laptops have a lower tariff than Ethiopian coffee, Indian tea, & Guatemalan bananas
-
@teroterotero
Tero Kuittinen
on x
He is giving Communist China sweetheart deals over Canada and Europe...
-
@josephpolitano
@josephpolitano
on x
Import Chinese battery: 145% tariff Import Chinese battery inside Chinese laptop: 20% tariff Import Chinese battery inside Vietnamese laptop: 0% tariff Fuckin brilliant. A+ work here team. I am so glad there are such smart people working on our trade policy.
-
@pt
Parker
on x
I guess we don't want those jobs in America.
-
@zhao_dashuai
Zhao DaShuai
on x
Trump folded behind closed doors. The exception includes phones, computers and other selected electronic products mostly from China. This is Trump bending over for big tech, now he has to end all tariffs and do what's right for small and medium businesses in the US. [image]
-
@joannastern
Joanna Stern
on x
That made-in-America iPhone definitely happening now [image]
-
@danprimack
Dan Primack
on x
Trump blinks again https://www.bloomberg.com/... via @technology
-
@jonathanchait
Jonathan Chait
on x
The real goal of Trump's tariff system is to consolidate power through the granting of exceptions [image]
-
@dimi
Demetri
on x
Paging all trade geeks. Here's the list of codes for products that Trump is exempting from reciprocal tariffs. https://content.govdelivery.com/ ...
-
@teroterotero
Tero Kuittinen
on x
Aaand somebody likely was doing inside trading on this surrender to Xi last night. LOL... LMFAO, even.
-
@alessiotmad
Alessio
on x
Crazy amount of order blocks in $AAPL after hours 👀11B$ Stock screener almost ready now time to drain liquidity. [image]
-
@josephpolitano
@josephpolitano
on x
Checked the official list, it's insane that they're exempting smartphones and laptops but not video game consoles. Literal anti-gamer-aktion. (I mean the bigger issue is why haven't you exempted bananas but I guess that one is still too complicated for Howard Lutnick to grasp)
-
@yeselson
Richard Yeselson
on x
Trump's tariff originalism is similar to the famous, conservative legal version: if he actually rigorously adheres to it, he would destroy his own political project. But if he finds “exceptions” to prevent that, he's just being expedient and he's not adhering to it.
-
@mattbruenig
Matt Bruenig
on x
[Sighing, balling up paper that says New Business Idea — open smartphone factory in America] on to something else
-
@mattyglesias
Matthew Yglesias
on x
Good for Tim Cook, but if the way to keep your business viable is to lobby/cajole Donald Trump for tariff exemptions then the whole thing becomes at best a protection racket for large incumbent businesses and at worst an orgy or corruption.
-
@jessesingal
Jesse Singal
on x
One thing to threaten the global economy because you have a strong theory about how international trade should be organized. It's another to threaten the global economy while bouncing around aimlessly like an ADD-addled toddler. There's no there there. Morons all the way down.
-
@keithmancuso
Keith Mancuso
on x
Trump caves on most Chinese tariffs without even talking to China.
-
@petespiliakos
Peter Spiliakos
on x
We're gonna exempt Chinese computer and smartphone manufacturing from tariffs, but you betcha we're gonna tariff Vietnam's tee shirt industry back to the good old U. S. of A.
-
@besttrousers
Matt Darling
on x
Ok, but at least people will start investing in The American Halloween Decoration Industry.
-
@aaronblake
Aaron Blake
on x
Lutnick 5 days ago said smartphone manufacturing was coming to the U.S. because of tariffs. Now we learn smartphones are excluded from the tariffs. [image]
-
@zac_petkanas
Zac Petkanas
on x
So huge companies run by billionaires with large teams of lobbyists can get their products exempted. But what about small business owners who have had their livelihoods destroyed in the last week?
-
@pewilliams_
Paul E Williams
on x
I literally just closed on a loan to open an iPhone factory what am I supposed to do now
-
@jamessurowiecki
James Surowiecki
on x
I'm obviously glad someone in the Trump administration has sense. But they are such jokers. “We are going to isolate China and punish it. But not when it comes to selling us smartphones and all computer products - which are the most valuable consumer products we buy from China.”
-
@historyboomer
Carl
on x
Raise tariffs on the world to protect American industry!—world tariffs down for 90 days because I made a deal [what deal?] the best deal!—but China tariffs stay to protect American industry—China must surrender!—no tariffs on computers—I made a great deal the best deal!—wheeeeee!
-
@travisyost
Travis Yost
on x
Five days ago Lutnick (absolute psycho) was saying the exact opposite. The details of this tariff “plan” change hourly. Incoherent.
-
@dkthomp
Derek Thompson
on x
Imagine trying to manage a supply chain right now. Every 48 hours, the White House is announcing, or un-announcing, or re-announcing, or creating massive carve outs to, a new trade rule. Why would anyone anywhere build a new factory under these conditions?
-
@mooremorrissemi
Moore Morris
on x
Smartphone exempted from tariff under 8517.13.00 and PC exempted under 8471. This could extend the upcycle longer. Was worried about the pull-in demand for PC and smartphone under the 90 days pause. Inventory buildup leads to future correction https://content.govdelivery.com/ ...
-
@dkaushik96
Divyansh Kaushik
on x
Two days after this tweet, CBP excluded almost everything relevant for AI development from reciprocal tariffs. Guidance went live yesterday. https://content.govdelivery.com/ ... [image]
-
@scottlincicome
Scott Lincicome
on x
Tim Apple wins again: “Trump Exempts Phones, Computers, Chips From ‘Reciprocal’ Tariffs” https://www.bloomberg.com/... [image]
-
@nmf_bru
@nmf_bru
on x
So China's biggest exports to US are exempted.
-
@scottlincicome
Scott Lincicome
on x
MAGA (and certain Trump admin officials) spent days saying we're def gonna make iPhones in America, and then this leaks out on a Friday night. 🤣
-
@danpfeiffer
Dan Pfeiffer
on x
The tariffs are another way for Trump to shake down American companies, reward his friends and punish his enemies
-
@mohit_emkay
Mohit Kalra
on x
@markgurman That is a brilliant news, and it would be beneficial for so many small, medium and large organisations across the world. Thank goodness! It is a moment to celebrate in a subtle manner, and hope things improve from here for a greater good for people at large. Thank you…
-
@seanobannon_
Sean O'Bannon
on x
@markgurman tim apple deserves every cent of his paycheck on this one
-
@confusedsith
N Bot
on x
Hash tag Tim Cook is not “innovative” lmao.
-
@anthonydelage
Anthony Delage
on x
The irony is that semiconductors are one of the strategic manufacturing areas the US should be trying hardest to repatriate. Instead, they incentivize even more Chinese comparative advantage. Great job Donald, ya fuckin' monkey.
-
@morqon
Morgan
on x
tim cook's $1 million donation paid off
-
@modestproposal1
@modestproposal1
on x
Wow what a lucky break for the people gunning Apple yesterday
-
@jraines
Jeremy
on x
Cleared an irresponsible Apple cart phew
-
@itsandrewjude
Andrew Jude
on x
Tim Cook the GOAT
-
@rjunkapoor
Arjun
on x
That and US demand being ~covered by India et al is probably why AAPL is back at $200
-
@realjimchanos
James Chanos
on x
So we won't be assembling smartphones here, after all...?!
-
@teroterotero
Tero Kuittinen
on x
Woah - he just gave China a huge win without a phone call with Xi. Just backed down. Tariffs really are gonna be changing every day.
-
@nkulw
Noah Kulwin
on x
In latest escalation of trade war Trump announces devastating new tariff against China with... exemptions for the most in-demand consumer products from China
-
@divestech
Dan Ives
on x
Finally the news US tech investors were dreaming of...chips/smartphones/computers exempt from tariffs. US Big Tech spoke and the White House made the right move at the right time. Massive relief for market and tech stocks into Sunday night 🏆👇🐂 [image]
-
@charlesarthur
Charles Arthur
on x
What about games consoles though? Also TVs, they're like (or are) computer monitors? Perhaps hi-fi systems, they're sort of computer-y? Do wireless earbuds count? How about Sonos gear, those are PCs really with a big speaker?
-
@dimi
Demetri
on x
BIG DEAL - Trump excludes smartphones, PCs and laptops from reciprocal tariffs. https://www.ft.com/...
-
@markgurman
Mark Gurman
on x
BREAKING: President Donald Trump's administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs in win for Apple (and shoppers). This lowers the China tariff from 125%. https://www.bloomberg.com/...
-
@benthompson
Ben Thompson
on x
Tim Cook earned his paycheck
-
@tianan_
@tianan_
on x
According to CSMS #64724565, products classified under HTSUS codes are excluded from reciprocal tariffs imposed under Executive Order 14257. The list includes: 8471: Automatic data processing machines (computers/PCs) 8517.13.00: Smartphones 8541/8542: Semiconductor devices
-
@mgsiegler
M.G. Siegler
on x
[image]
-
r/sp500
r
on reddit
Good bye discounts! Stocks going to go up next week - my prediction
-
r/economicCollapse
r
on reddit
Phones, Chips, and other tech devices are exempt from tariffs
-
r/technology
r
on reddit
Trump exempts smartphones and computers from new tariffs
-
r/Aliexpress
r
on reddit
Full list of Tariff Exemptions
-
r/politics
r
on reddit
Trump exempts smartphones and computers from new tariffs
-
r/centrist
r
on reddit
He blinked again. Trump puts tariff exceptions on phones, computers and chips.
-
r/JoeRogan
r
on reddit
How much do you think Apple paid him?: Trump exempts smartphones and computers from new tariffs
-
r/AntiTrumpAlliance
r
on reddit
Trump exempts phones, computers, chips from new tariffs
-
r/Microcenter
r
on reddit
No tariffs on computers, chips, and phones
-
r/StockMarket
r
on reddit
Trump exempts smartphones, computers, and chips from reciprocal tariffs.
-
r/thebulwark
r
on reddit
Trump continues to capitulate: Trump exempts smartphones and computers from new tariffs
-
r/politicsinthewild
r
on reddit
Trump exempts smartphones and computers from new tariffs
-
r/uspolitics
r
on reddit
Trump exempts phones, computers, chips from new tariffs
-
r/facepalm
r
on reddit
Trump exempts smartphones and computers from new tariffs - BBC News
-
r/China_irl
r
on reddit
美国第一烂尾总统,不是在烂尾就是在烂尾的路上
-
r/france
r
on reddit
Trump exempts smartphones and computers from new tariffs
-
r/unusual_whales
r
on reddit
Smartphones and computers exempted from new tariffs
-
r/CanadianInvestor
r
on reddit
Trump exempts phones, computers, chips from new tariffs
-
r/SBCGaming
r
on reddit
What's this mean for handhelds?
-
r/QuiverQuantitative
r
on reddit
Trump exempts phones, computers, chips from new tariffs.
-
r/wallstreetbets
r
on reddit
AAPL back on the menu guys!
-
r/WallStreetElite
r
on reddit
Trump exempts phones, computers, chips from new tariffs.
-
r/framework
r
on reddit
Trump exempts phones, computers, chips from new tariffs
-
r/StockMarket
r
on reddit
Trump exempts phones, computers, chips from new tariffs
-
r/GamingLaptops
r
on reddit
Trump exempts phones, computers, chips from new tariffs
-
r/TheAllinPodcasts
r
on reddit
Tariff already exempted for chips/computers/phones
-
r/DeepFuckingValue
r
on reddit
Trump exempts phones, computers, chips from new tariffs
-
r/DailyTechNewsShow
r
on reddit
Trump exempts phones, computers, chips from new tariffs
-
r/taiwan
r
on reddit
Trump Exempts Phones, Computers, Chips From ‘Reciprocal’ Tariffs
-
r/ProfessorFinance
r
on reddit
Trump Exempts Phones, Computers, Chips From ‘Reciprocal’ Tariffs
-
r/TQQQ
r
on reddit
U.S. announces tariff exclusions on Chinese smartphones, computers, chips
-
r/GME
r
on reddit
Most GME products will be exempt from tariffs!
-
r/Semiconductors
r
on reddit
Trump exempts phones, computers, chips from new tariffs
-
r/USNewsHub
r
on reddit
Trump exempts phones, computers, chips from new tariffs
-
r/iphone
r
on reddit
Trump exempts phones, computers, chips from new tariffs
-
r/intelstock
r
on reddit
Trump Exempts Phones, Computers, Chips From ‘Reciprocal’ Tariffs
-
r/taiwan
r
on reddit
Trump exempts phones, computers, chips from new tariffs
-
r/inthenews
r
on reddit
Trump exempts phones, computers, chips from new tariffs
-
r/thescoop
r
on reddit
Trump exempts phones, computers, chips from new tariffs
-
r/mauerstrassenwetten
r
on reddit
Zulieferer von Apple & NVIDIA aus den Zöllen ausgenommen
-
r/geopolitics
r
on reddit
Trump Exempts Phones, Computers, Chips From ‘Reciprocal’ Tariffs
-
r/wallstreetbetsGER
r
on reddit
Trump exempts phones, computers, chips from tariffs
-
r/moderatepolitics
r
on reddit
Trump exempts phones, computers, chips from new tarriffs
-
r/Economics
r
on reddit
Trump Exempts Phones, Computers, Chips From ‘Reciprocal’ Tariff
-
r/WallStreetbetsELITE
r
on reddit
Trump Exempts Phones, Computers, Chips From ‘Reciprocal’ Tariffs
-
r/apple
r
on reddit
Trump Exempts Phones, Computers, Chips From ‘Reciprocal’ Tariffs
-
r/DataHoarder
r
on reddit
Trump exempts hard drives from reciprocal tariffs
-
r/UpliftingNews
r
on reddit
Trump Exempts Phones, Computers, Chips From ‘Reciprocal’ Tariffs
-
r/China
r
on reddit
Trump exempts phones, computers, chips from new tariffs
-
r/neoliberal
r
on reddit
Trump Exempts Phones, Computers, Chips From ‘Reciprocal’ Tariffs
-
r/economy
r
on reddit
Trump exempts phones, computers, chips from new tariffs
-
r/Economics
r
on reddit
Tariffs will now exempts phones, computers and chips
-
r/hardware
r
on reddit
Trump Exempts Phones, Computers, Chips From ‘Reciprocal’ Tariffs
-
r/technology
r
on reddit
Trump exempts phones, computers, chips from new tariffs
-
r/politics
r
on reddit
Trump exempts phones, computers, chips from new tariffs
-
r/Quebec
r
on reddit
Les États-Unis exemptent l'électronique de leurs tarifs réciproques
-
r/NintendoSwitch2
r
on reddit
Trump Exempts Phones, Computers, Chips From ‘Reciprocal’ Tariffs
-
r/baba
r
on reddit
Trump Exempts Phones, Computers, Chips From ‘Reciprocal’ Tariffs
-
r/Economics
r
on reddit
US announces pause on Chinese reciprocal tariffs for smartphones, computers, and integrated circuits
-
r/NVDA_Stock
r
on reddit
CSMS # 64724565 - UPDATED GUIDANCE - Reciprocal Tariff Exclusion for Specified Products; April 5, 2025 Effective Date
-
r/ScottGalloway
r
on reddit
Scott Called it: Apple (and other electronics) exempted from tariffs
-
r/wallstreetbets
r
on reddit
U.S. Announces Reciprocal Tariff Exemptions for Smartphones,Computers, and Integrated Circuits
-
r/WallStreetbetsELITE
r
on reddit
U.S. Announces Reciprocal Tariff Exemptions for Smartphones, Computers, and Integrated Circuits
-
r/StockMarket
r
on reddit
Apparently all Apple related supply chain are now exempted from tariffs... Anyone bought yesterday?
-
@drdoofenschmirtz
@drdoofenschmirtz
on bluesky
Only 45 more months of this uncertainty, assuming we have elections in 2026 &. 2028. — Good job Wall Street!!! You got your guy
-
@godlessatheist
Glenn Wright
on bluesky
I think they have a name for the kind of market this bullshit is helping to establish as the new American go-to for consumption. It's called the black market.
-
@zerohedge
@zerohedge
on x
Howard Lutnick tells ABC that tariff exemptions for electronics are only temporary, and these items would be subject to “semiconductor tariffs” that will likely come in “a month or two”: ABC
-
@nicknotned
Nick Denton
on x
I get that Trump likes his ministers to fight it out, before picking his position of the day. Free speech and all that. But I think the idea is vigorous debate — in PRIVATE — and then public unanimity. You know, China style!
-
@danprimack
Dan Primack
on x
Trump econ advisors on the Sunday shows [image]
-
r/moderatepolitics
r
on reddit
Commerce Secretary Lutnick says tariff exemptions for electronics are only temporary
-
r/politics
r
on reddit
Commerce Secretary Lutnick says tariff exemptions for electronics are only temporary
-
r/neoliberal
r
on reddit
Commerce Secretary Lutnick says tariff exemptions for electronics are only temporary
-
r/technology
r
on reddit
Trump says he will provide more info on chips tariffs on Monday
-
r/China
r
on reddit
Trump says he will provide more info on chips tariffs on Monday
-
r/wallstreetbets
r
on reddit
[Reuters] Trump says he will provide more info on chips tariffs on Monday
-
r/WallStreetbetsELITE
r
on reddit
Trump says he will provide more info on chips tariffs on Monday