United States President Donald Trump speaks, before signing executive orders, at the Oval Office of the Washington White House, DC, USA, on April 9, 2025.
Nathan Howard | Atmosphere
Smartphones and computers found among many devices and technology components that will be exempt reciprocal rates Imposed by the President Donald TrumpAccording to the new direction since North -American customs and border protection.
The orientation, broadcast on Friday evening, comes after Trump earlier this month imposed 145% of rates on China products, a move that threatened to take a weight on technological giants such as Applehe makes iPhones and most other products in China.
The orientation also includes exclusions from other electronic devices and components, including semiconductors, solar cells, flat television screens, flash units and memory cards.
These products could be subject to additional homework but are likely to be much lower than 145% Horse than Trump He had imposed the goods of China.
Exemptions are a victory for technology companies like Apple, which makes most of their products in China. The country manufactures 80% of iPads and more than half of Mac computers produced, according to Evercore Isi.
« This is the dream scenario for technological investors, » CNBC Dan Ives, a global Wedbush Securities technology research manager, told CNBC. « Smartphones, excluding chips are a game changing scenario when it comes to China’s rates. »
He added that the rates have been a « black cloud on technology since the day of liberation, because no sector would be more injured than great technology ».
« I think ultimately, Big Tech’s Consellers spoke aloud and the White House had to understand and listen to the situation that this would have been Armageddon for Big Tech if it was implemented, » said Ives.
The White House did not immediately respond to CNBC’s comments request.
In the days of Trump’s Tariff Ad, Apple lost more than $ 640 million in market value, CNBC reported previously. The cost of an iPhone under Trump’s Trump Plan could have been reduced to $ 3,500 by virtue Some estimates.
Since the Trump’s rate announcement, actions have been sold abruptly as uncertainty and volatility in Wall Street. The S&P 500 fell more than 5% during the period until the closing of Friday.
The tenure of ten years of reference increased more than 50 basic points during the week, one of its biggest record jumps, as the Whiplash of Trump’s trade policy led to investors to sell American assets.
It The Bond Market Moving higher may have forced the hand of the White House to some investments, including a 90 -day reprive rate In most countries in favor of a 10% universal rate announced on Wednesday, excluding China.
The articles excluded from the Recocational Rates of Trump by virtue of the new guidelines are retroactive for products that have left the warehouse on April 5, 2025.This provides clarity and financial planning for the North -American Shipper, responsible for paying the rate once it reaches weeks later in the North -American customs for processing and release.
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