According to Taiwan sources quoted by Commercial Times, Lenovo, Dell, HP, and other laptop manufacturers will stop sending new devices to the US for at least two...
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"The technology business is feeling the first, massive consequences of import tariffs introduced by Donald Trump. If industry sources are to be believed, Washington's new policy just forced some of the world's largest laptop manufacturers to delay shipments to the US.
According to Taiwan sources quoted by
Commercial Times, Lenovo, Dell, HP, and other laptop manufacturers will stop sending new devices to the US for at least two weeks. Technology and consumer electronics businesses are being hit hard by the tariffs imposed by Trump, even though the US president has recently paused the majority of these additional levies for 90 days except for a 10 percent baseline global tariff. However, tariffs against China are now at 145 percent according to
White House sources.
Earlier this week, Razer and Framework decided to
halt sales in the US and cancel preorders for new laptops. Micron is
raising prices of SSDs and other memory products, while Chinese sellers on Amazon are being forced to
significantly increase prices or abandon their US sale prospects altogether.
Industry insider sources are now forecasting a significant drop in revenue in April, with laptops, smartphones, and network equipment suffering the worst effects of Trump's tariffs."
This is going to be a repeat of the Covid years when China's manufacturing base had shut down and the global logistics chain, from the smallest components to the final, assembled products came to a halt. Every US company doing business in China will have to switch gears completely, they'll have to procure components and chips from elsewhere in the world (India, Vietnam, Indonesia, Philipines, etc) but at the moment there's not enough manufacturing capabilities to cope with the sudden enormous demand. This is going to limit manufacturing output and drive up prices.
At the same time European countries will be swamped by "made in China" products that can't be sold in the US anymore.