Trump’s tariff can reshape the American technology industry

The overwhelming customs duties revealed by US President Donald Trump on Wednesday will have the traces of the technology industry, according to the experts who study World Trade. Measures, which included at least 10 percent in all countries and very new Import duties The major American trade allies such as Europe, China, Vietnam, India and South Korea have sent shares in post -working hours.

Meta and NVIDIA stock prices fell by approximately 5 percent, CNBC mentionedWhile Apple and Amazon fell about 6 percent. The iPhone makes nearly half of its revenues by selling the phones that are manufactured in China and India, while some of its other products are manufactured in Vietnam. Amazon online shopping market It adopts heavily On the goods sold by third -party traders in China.

These declines in the market may be just the beginning. Many economists warn that the White House has started one of the biggest shifts in global trade for decades, and the result may lead to high prices of consumers in the United States and more inflation. Earlier this week, Goldman Sachs The possibility of American recession raised In the next 12 months to 35 percent, an increase of 20 percent.

“There is an idea that consumers are ready to pay higher prices for American goods,” says Tibor Berseds, a commercial expert and professor at the Faculty of Economics at the Georgia Institute of Technology. “There is no evidence for this at all.”

Berseds adds that one of the reasons why Americans said they voted for Trump was because they were upset with inflation during the Biden administration, and he could not imagine that they will be happy with the prices that are likely to rise.

Some new definitions of the country, such as the UK, Chile and Brazil, are relatively low. Others, like those imposed on China, Cambodia, Vietnam, Taiwan, India, and Thailand, are much higher, ranging from 26 percent to 49 percent. (Even Trump targeted the islands that are not independent countries, some of which have no exports or Human residents))

Currently, at least, Trump gave an exemption to a decisive category of technology imports: semiconductor. This means that American companies such as NVIDIA, which put advanced chips made Taiwan semiconductor manufacturer (TSMC) within their artificial intelligence processing units, will not have to pay the 32 percent definitions imposed by Trump on Taiwan. However, it is not immediately clear, whether TSMC will remain 10 percent of the tariff that Trump announces. Generally, about 44 percent of logic chips Imported to the United States comes from Taiwan, according to one estimate.

Within the technology sector, Trump’s tariff can deal with perhaps the largest e -commerce blow. Ian Bremer, a political scientist and founder of Eurasia, says: “Online retailers will feel pain, as well as brands for consumer devices,” says Ian Bremer, a political scientist and founder of Eurasia.

In addition to providing a comprehensive tariff, Trump fell Executive order On Wednesday, he ended a commercial vulnerability for China’s packages and Hong Kong, which allows American consumers to import goods directly to the United States, which is valued below $ 800 without paying anything.