Discussion

• @jukanlosreve @jukanlosreve on x

  It's interesting to see that Chinese customs is obstructing Apple's supply chain diversification.

• @mingchikuo @mingchikuo on x

  Updates on Tariff Uncertainties for iPhones Exported from China to the U.S. Click to read https://mingchikuo.craft.me/ ... [image]

• @jukanlosreve @jukanlosreve on x

  [Quotes/translates Ming-Chi Kuo's 1 hour-old tweet in Chinese] What I said was that the assembly lines located in China specifically for assembling iPhone models destined for the U.S. market have halted.  I did not say that all iPhone assembly lines in China have stopped...

• @jukanlosreve @jukanlosreve on x

  iPhone Production Halt in Mainland China? Supply Chain Says “No Disruption, Operations Running Normally”-MoneyUDN(TW) Rumors have circulated in the market suggesting that iPhone assembly plants in mainland China halted operations as early as April 9. However, after verifying

• @jukanlosreve @jukanlosreve on x

  Apple, Dell, HP, and other U.S. PC companies have reportedly halted their computer assembly lines in China that were producing units for export to the United States. https://m.moneydj.com/...

• @jukanlosreve @jukanlosreve on x

  Apple Expands Production in India and Vietnam to Avoid U.S. Tariffs, But Faces Delays Due to China's Customs Crackdown Apple is ramping up production of key products in India and Vietnam in an effort to take advantage of the United States' 90-day tariff exemption on Chinese

• @kyleichan Kyle Chan on x

  Apple is racing to ramp up production in India and Vietnam. It's aiming to make the majority of its new US-market iPhones in India, Nikkei Asia reports. [image]

• r/technology r on reddit

  Trump says he'll announce new chips tariffs over next week

• r/politics r on reddit

  Trump says will announce semiconductor tariffs over next week

• @carnage4life Dare Obasanjo on bluesky

  Trump placed a 145% import tax on Chinese imports and China responded by saying you can't buy these from us anymore at any price.  —  Trump thought they were playing chess but Xi was actually playing Uno.  Reverse.

• @costasamaras.com Costa Samaras on bluesky

  Last week, @stevenjdavis.bsky.social, @kencaldeira.com, colleagues published a big paper on how increased trade can reduce risks under decarbonization: rdcu.be/ehzOR.  I wrote an introduction to the paper & what it means for energy security: rdcu.be/ehzO6.  Today, this:  —  www.n…

• @paleofuture Matt Novak on bluesky

  “Drones and robotics are widely considered the future of warfare, and based on everything we are seeing, the critical inputs for our future supply chain are shut down.”

• @jonasnahm.com Jonas Nahm on bluesky

  This was the predictable response and follows a long pattern of similar export restrictions/license requirements in response to previous trade actions.  Nonetheless, we are not prepared for this.  —  www.nytimes.com/2025/04/13/b...

• @garymarcus Gary Marcus on x

  We are all fucked. Thank you, POTUS, for giving China an excuse to shut down the export of rare earth minerals and magnets, furthering your efforts to drive us all back to the Stone Age.

• @rakeshsfnyc Rakesh Agrawal on x

  A real dictator will always trump a wannabe dictator.

• @ericmgarcia Eric Michael Garcia on x

  Looks like those exemptions for the tariffs didn't work on China. Now, via @nytimes, it's suspended shipments of magnets and critical minerals to choke off components used to make cars, aerospace technology and semiconductors. [image]

• @esaagar Saagar Enjeti on x

  I knew it was coming but its still bad: China has officially halted shipments of several rare earth minerals to the US specifically used as inputs for cars, semiconductors, and aerospace companies US co's have basically zero stockpiles because of balance sheet concerns [image]

• @mikeisaac Rat King on x

  glass half full: if iphones cost 20 grand maybe i will learn to read again [image]

• @spencerhakimian Spencer Hakimian on x

  China choosing to escalate rather than deescalate. China has a near universal monopoly on rare earth minerals needed for essentially all modern manufacturing. This is a major problem. [image]

• @charliekirk11 Charlie Kirk on x

  The fact China is stopping shipments of rare earth minerals proves Trump's point We are blindly reliant on China for our critical needs. If we don't fix if, we are a permanent vassal state.

• @justinwolfers Justin Wolfers on x

  Ponder this: Trump thought he was punishing China by making it prohibitively expensive for American manufacturers to buy critically important inputs, and China countered by making it impossible for American manufacturers to buy critically important inputs. https://www.nytimes.com…

• @pitdesi Sheel Mohnot on x

  China has halted rare earth exports. It barely impacts them, (rare earths are a tiny % of exports) but it hits us hard. These are critical inputs for our future supply chains, now effectively cut off. @chamath will save us though [image]

• r/StockMarket r on reddit

  China Halts Critical Exports as Trade War Intensifies

• r/neoliberal r on reddit

  China Halts Critical Rare Earth Exports as Trade War Intensifies

• r/Destiny r on reddit

  China Halts Critical Rare Earth Exports as Trade War Intensifies

• r/inthenews r on reddit

  China Halts Critical Rare Earth Exports as Trade War Intensifies - The New York Times

• r/wallstreetbets r on reddit

  China Halts Critical Rare Earth Exports as Trade War Intensifies

• r/antitrump r on reddit

  Bravo Donald... you screwed the world economies of rare earth minerals.

• r/Economics r on reddit

  China Halts Critical Exports as Trade War Intensifies

• r/politics r on reddit

  China Halts Critical Exports as Trade War Intensifies

• r/worldnews r on reddit

  China Halts Critical Rare Earth Exports as Trade War Intensifies

• r/news r on reddit

  China Halts Critical Exports as Trade War Intensifies

• @tomcoates Tom Coates on bluesky

  Fuck's sake this is chaos.  Two weeks ago the tech companies were doing fine with importing things from China.  A week ago they were thrown into absolute chaos.  Yesterday they were told they weren't going to be thrown into chaos.  Today they're back in the crap again. abcnews.go…

• @joshtpm Josh Marshall on bluesky

  lol I can seriously only laugh at this ridiculous shit.  Good luck running any kind of business in this environment abcnews.go.com/Politics/com...

• @davidfirn David Firn on bluesky

  LO and I can not emphasise this enough L

• @aimewilliams Aime Williams on bluesky

  Howard Lutnick on Trump's smartphone, laptop tariffs exemption: “What he's doing is he's saying they're exempt from the reciprocal tariffs.  But they're included in the semiconductor tariffs, which are coming in probably a month or two.”  —  www.ft.com/content/9038...

• @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.

• @carnage4life Dare Obasanjo on threads

  How is it possible that every new statement by a US government official about tariffs contradicts the last statement by a US government official about tariffs?

• @pt Parker on x

  They are not so much playing 10D chess as they are throwing chess pieces at other nations the way chimpanzees throw their feces at rivals to assert dominance. [image]

• @divestech Dan Ives on x

  Tariff and market thoughts post Lutnick interview/comments this am. Worst case scenario taken off the table for Big Tech and tech stocks should be strong in our view ...BUT more semi/tech tariffs and uncertainty abound in very confusing back and forth narrative 👇 [image]

• @buccocapital @buccocapital on x

  Tim Apple watching his smartphone tariff carve-out get rolled back after 36 hours [image]

• @jason @jason on x

  This level of unpredictability will lead to massive layoffs then a recession In the next 30 days we will see folks like target, Walmart, big tech, little tech, Nike, lululemon, restoration hardware, etc cut 10-15% of their employees — unless this administration wraps this up [ima…

• @brianschatz Brian Schatz on x

  WE HAVE MADE AN EXCEPTION FOR CHINA BUT THEY ARE STILL INCLUDED. ALL TARIFFS ARE PERMANENT AND ALSO TEMPORARY. OUR PLAN IS TO RESHORE IPHONES AND ALSO TO EXEMPT THEM AHHHHHHHHH EVERYTHING IS GOING GREAT PLS JUST CHILL

• @thestalwart Joe Weisenthal on x

  President Trump literally backed him up a few hours later, about how there would still be semiconductor tariffs. He wasn't speaking out of school at all.

• @highyieldharry @highyieldharry on x

  Idk why people think things would magically get better if Lutnick was fired. He's going on air with the talking points he's being told to say!

• @petereharrell Peter Harrell on x

  This pretty much confirms that consumer electronics will be part of the forthcoming “semiconductor” Section 232....

• @justinwolfers Justin Wolfers on x

  I just want to tip my hat to the crack team of White House economists who were able to discover—in just a few short days—that the U.S. is dependent on China for smartphones, computers and semiconductors.

• @trump_repost @trump_repost on x

  ...There was no Tariff “exception” announced on Friday.  These products are subject to the existing 20% Fentanyl Tariffs, and they are just moving to a different Tariff “bucket.”  The Fake News knows this, but refuses to report it.  We are taking a look at Semiconductors and the …

• @charlesarthur Charles Arthur on x

  This is the financial version of Whiplash

• @teroterotero Tero Kuittinen on x

  Chuck is desperately trying to row back the new semiconductor tariff bombshell... but Lutnick said what he said very clearly, on live TV, to inetrnational audience. Attempting to negate it via frantic tweeting about unnamed sources is a dubious endeavor.

• @cgasparino Charles Gasparino on x

  Scoop: There is significant division inside the @WhiteHouse over @howardlutnick 's comments on the temporary nature of the tariff exemptions, an apparent 180 from where the world thought the trade negotiations were going, sources tell me.  Of course the only opinion that really m…

• @levie Aaron Levie on x

  We will need AGI to be invented just to figure out what products are actually tariffed

• @danprimack Dan Primack on x

  The problem is that Lutnick, Bessent, Navarro and Hassett keep getting interviewed individually. Put em all in the same room at same time, so they can arrive at a single conclusion.

• @atrupar Aaron Rupar on x

  KARL: So you're saying that the big tariffs on things like smartphones and laptops, all those iPhones built in China, that those tariffs are temporarily off but they're gonna be coming right back on in another form in a month or so?  LUTNICK: Correct.  That's right.  Semiconducto…

• @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/Economics r on reddit

  Trump warns exemptions on smartphones, electronics will be short-lived, promises future tariffs

• r/inthenews r on reddit

  Commerce Secretary Lutnick says tariff exemptions for electronics are only temporary

• r/centrist r on reddit

  Commerce Secretary Lutnick says tariff exemptions for electronics are only temporary

• 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/Economics 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/baba r on reddit

  Commerce Secretary Lutnick says tariff exemptions for electronics are only temporary

• r/wallstreetbets_wins r on reddit

  Trump says he will provide more info on chips tariffs on Monday

• 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