Do you think all the tech CEO’s attended his inauguration for nothing?
I never imagined I would see such public corruption in any western country. I am saying this as someone who supported some the current administrations agenda
Which is still corruption.
It burns me up that massive companies like Apple and Nvidia get a free pass while everyone else is subject to the most brain dead economic policy anyone alive today has ever lived through.
My dad is a retired EE who dealt with the 90s offshoring wave and described the process of spinning up offshore production with a new supplier/factor/product as a 1-2 year process.
Now imagine every producer with China exposure trying to do this at the same time dealing with the same limited ex-China options? Nothing was happening in the 90 day pause, let alone before the 2026 midterms or before the end of his reign in 2028.
Complete chaos for American companies who are left with no good options other than try to wait it out, and pass on excess cost to consumers in interim.
Once we eat through inventories and stuff that left the ports & currently on the water, prices will go up.
The country went insane when inflation crossed 5%, are we really going to do it again.. when the reason for it will be so singularly obvious?
And their target market will eat it up and ask for seconds.
This is actually one of the few reasons I'm hopeful for the next election (assuming we still get one) - last time, regardless of the root cause, the country blamed those in power right then.
The dirty secret that nobody talks about is that the vast majority of our rich people are literally in filter bubbles of their own making and are disconnected entirely from reality. Like really bad ones too, not anything interesting, just generic Fox News based ones.
Whatever the banana republics were they were turned into that by the US's doing, so it's funny that now the term comes back home.
Thanks, man, I am now in the rabbit hole of reading up.
In that same context, did you read the article about how diplomats were "convincing" the Mexican government to not use open source over Microsoft?
It sure sounds like the same strategy.
8471 8473.30 8486 8517.13.00 8517.62.00 8523.51.00 8524 8528.52.00 8541.10.00 8541.21.00 8541.29.00 8541.30.00 8541.49.10 8541.49.70 8541.49.80 8541.49.95 8541.51.00 8541.59.00 8541.90.00 8542
| Code | Description |
|--------------|------------------------------------------------------------------------------|
| 8471 | Automatic data processing machines (e.g., computers, servers, laptops) |
| 8473.30 | Parts/accessories for machines of 8471 (e.g., computer parts) |
| 8486 | Machines for manufacturing semiconductors or ICs |
| 8517.13.00 | Smartphones |
| 8517.62.00 | Data transmission machines (e.g., routers, modems) |
| 8523.51.00 | Solid-state storage (e.g., USB drives, flash memory) |
| 8524 | Recorded media (e.g., tapes, disks — mostly obsolete) |
| 8528.52.00 | LCD/LED monitors for computers |
| 8541.10.00 | Diodes (not including LEDs) |
| 8541.21.00 | Transistors (<1 W dissipation) |
| 8541.29.00 | Other transistors |
| 8541.30.00 | Thyristors, diacs, triacs |
| 8541.49.10 | Gallium arsenide LEDs |
| 8541.49.70 | Other LEDs (not GaAs) |
| 8541.49.80 | Other photosensitive semiconductors |
| 8541.49.95 | Other semiconductors not elsewhere specified |
| 8541.51.00 | Unassembled photovoltaic cells |
| 8541.59.00 | Other photovoltaic cells/modules |
| 8541.90.00 | Parts for items in 8541 |
| 8542 | Electronic integrated circuits (e.g., microprocessors, memory chips) |
As other commenter says, it’s interesting that there are also exceptions within the exceptions.
Apple has already "committed" to investing in US manufacturing. Also, many companies have committed to AI investments on US soil which would be heavily NVIDIA dependent. Could be a justification for the exemption.