Trump exempts phones, computers and chips from the new definitions

Smartphones and Computers It is among many devices and components that will be exempted Mutual definitions It was imposed by the president Donald TrumpAccording to a new movie guidance from Customs protection and US border protection.

The guidance, which was released late on Friday evening, comes after Trump imposed earlier this month 145 % on products from China, a step that threatened the impact of losses on technology giants such as appleWhich makes iphone Most of its other products in China.

The guidance also includes exceptions for other electronic devices and components, including semiconductors, solar cells, flat plate TV screens, disk engines and memory cards.

These products may eventually undergo additional duties, but they are likely to be much lower The average of 145 % that Trump It has been imposed on goods from China.

Exemptions are a victory for technology companies like Apple, which makes the majority of their products in China. The country manufactures 80 % of iPad and more than half of the computers that have been produced, according to Evercore ISI.

“This is a dream scenario for technical investors,” Dan Evs, the international head of technology research at Wedbush Securities, told CNBC. “Smartphones, the chips that are excluded are excluded are the game change scenario when it comes to Chinese tariffs.”

He added that the customs tariff was “a black cloud on technology since the liberation day, because it will not be any sector more harmful than large technology.”

“I think in the end that the great technology executives spoke loudly, and the White House had to understand and listen to the position that this would have been a hieraghen of large technology if it was implemented,” Evz said.

The White House did not immediately respond to the CNBC request for comment.

In the days after Trump’s introductory announcement, Apple lost more than $ 640 billion in market value, CNBC previously mentioned. The cost of the iPhone under the Trump tariff plan can reach an altitude of up to $ 3500 Some estimates.

Since the Trump tariff was announced, the shares have been sharply sold with uncertainty and volatility in Wall Street. S&P 500 decreased over 5 % during the period until the closure of Friday.

The normative treasury returns increased for 10 years more than 50 basis points during the week, one of its largest recorded leaps, as the injury of Trump’s commercial policy led investors to sell American assets.

the Bond market The highest movement may have forced the White House’s hand to some repercussions, including a 90 days of customs tariffs In most countries in favor of a global rate of 10 %, it was announced on Wednesday – with the exception of China.

The elements excluded from the mutual definitions of Trump in accordance with the new guidelines are effective for products that left the warehouse from April 5, 2025. The reason for this condition is shipping in the current transfer history of the manufacturing factory and the warehouse and a transport container.

This clarity and financial planning for the American charger provides the person responsible for paying the customs tariff once it arrives after weeks to the American customs for treatment and issuance.