Subject


Tariffs


2025-04-14

[News] Trump’s New Chip Tariff: Three Scenarios Reportedly Loom, with “Big Reservoir Model” Hit Hardest

Last Friday’s tariff break on electronics like smartphones and laptops is just a breather, as media reports say they could soon face individual tariffs alongside semiconductors. While Trump is expected to reveal more details on chip tariffs Monday, this has sparked alarm in the chip industry, with...

2025-04-10

[News] U.S. 125% Tariff on China Risks Price Hikes for Smartphones and NBs Due to 60-70% Import Dependency

According to a report from ijiwei, citing Tom’s Hardware, the White House’s 125% tariff on all Chinese imports is expected to have a major effect on the electronics sector, given that a large number of tech companies — including U.S. firms like Dell and HP — rely on manufacturing operations...

2025-04-10

[News] Intel Acts on 25% U.S. Tariff on Aluminum and Steel: New Compliance Policies for Suppliers

Though Trump has announced a 90-day pause for nations hit by the latest round of U.S. tariffs, tech giants have already been making moves in terms of the potential impact. According to Tom’s Hardware, Intel is rolling out new compliance policies for its suppliers, following the U.S. decision to im...

2025-04-09

[News] NVIDIA Poised to Bypass U.S. Tariffs with 60% of AI Servers Reportedly Shipped from Mexico

According to a report from Tom’s Hardware, approximately 60% of NVIDIA’s DGX and HGX AI datacenter servers could bypass the latest U.S. tariffs, as they are manufactured in Mexico. The 60% figure is an estimate based on all U.S. server imports in 2024, not just NVIDIA’s. Still, given its mark...

2025-04-09

[News] Top 5 Notebook Giants Halt Shipments Amid Tariff Impact on Consumer Electronics

According to a report from Commercial Times, Trump’s reciprocal tariffs took effect at midnight on April 9th Eastern Time, imposing a sharp 32% tariff on goods from Taiwan. In response, major PC brands—including HP, Dell, Acer, ASUS, and Lenovo—have notified their supply chains to halt all shi...

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