tariff

€10 order, €30 tariff. The EU has just approved the mother of tariffs for Aliexpress, Shein and Temu

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In 2021, the European Union modified the VAT regulations for businesses like AliExpress stop benefiting from the same exemption for packages worth less than 22 euros. Five years later, the measures for products entering Europe duty-free will completely change. The measure. The Council of the European Union has given the green light to a new regulation on customs duties for items contained in small packages entering the EU. “The new rules respond to the fact that These packages currently enter the EU duty free, resulting in unfair competition for EU sellers“ According to the Council, the measure is intended to support EU companies and “will close avenues for unscrupulous sellers.” The three euros. The figure is very specific: three euros of provisional customs fixed on items contained in small packages valued at less than 150 euros. According to the EU, more than 91% of these small shipments come from China. The key is that those three euros are not per package, they are per different product. You order a package with two mobile phone cases valued at four euros You also order a tempered glass for one euro In the event that you order 10 products for 1 euro but they are different, you would not pay 10 euros, you would pay 40 (30 in tariffs). Starting July 1 you will not pay five euros, you will pay those five euros plus another six (11), when ordering two different products. The dates. The fixed provisional customs duty of three euros will be applied to all product categories, without exception, between July 1, 2026 and July 1, 2028. Once the new EU Customs Data Center comes into operation, the duty will go from being provisional to a normal customs rate. Because. According to the statement, the EU is struggling to reform its customs system in order to cope with “the significant pressure arising from increased trade flows.” A measure that will affect giants like Temu, AliExpress and Shein, kings of electronic commerce in Spain. In Xataka | Europe has proposed to become technologically independent from the US: And it has started with the most difficult thing: chips

US responds to China’s new rare earths rules with 100% tariff threat that screams negotiation

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Just a couple of days ago we knew China’s new rare earth rules with which it completely disrupted the global map of strategic minerals. Taking into account that the Asian giant supplies approximately 70% of strategic minerals to the world, it could be said that China is the global mine of an essential raw material for the technology industry. And that gives it a privileged position to apply a standard of this caliber: any product manufactured outside of China with at least 0.1% of materials of Chinese origin. will require a license for export. That is, it not only controls what leaves China, but also what other countries produce with their materials and technologies, being able to decide what is exported, to whom and for what purpose following national security criteria. After a few hours assimilating the news and speculation of a response from Donald Trump and even his non-attendance at the next event where he will meet Chinese President Xi Jinping, The United States has announced new 100% tariffs unparalleled. New tariffs, more control and a date that invites negotiation The president of the United States has exploded in Truth Social talking about ‘an extraordinarily aggressive stance on commercial matters‘, of ‘an extremely hostile letter‘and of’a moral shame in dealing with other nations‘referring to China’s new measures on its rare earths, insisting that it affects both the products they manufacture and those they do not. Furthermore, he has asserted that ‘It was evidently a plan drawn up by them years ago.‘. More tariffs. Because Donald Trump has announced in Truth Social that the United States will impose a new 100% tariff on China, which will be added to any other tariffs already in place. Likewise, they will also impose export controls on all critical software. It must be taken into account that practically all products imported from China to the United States already have high tariffs, ranging from 50% on steel and aluminum to only 7.5% on consumer goods, with an effective tariff rate of around 40%, according to expert analysts from Wells Fargo Economics and the Federal Reserve Bank of New York. AND has left a key date of entry into force: next November 1, 2025. Between the lines. The date chosen by Trump is not coincidental: it is exactly the same as China’s for the measures on rare earths to be operational. And its message hides several key words that refer to a predisposition to negotiation ‘from the November 1, 2025 (or sooner, depending on the actions or changes China takes)‘. He also insists that he (obviously) speaks on behalf of the United States and not ‘from other countries equally threatened‘ Throwing down a gauntlet to potential allies for their coup d’état. In Xataka | In 1978 Chinese engineers visited two key US companies. Upon his return, an empire began: rare earths In Xataka | An industry in the hands of TSMC and Asian factories: the map of global chip production Cover | Jose Alberto Lizana with AI

The bad news is that the EU is losing in the tariff pact with the US. The good is that Spain is relatively airy

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The European Union He has accepted A 15% tariff on its exports to the United States. Although details about the agreement are still lacking – such that affect the automotive, pharma and semiconductor sector – this significantly clarifies the bases on which trade between the two regions will settle. Among the obvious pergouts, there is an inevitable for us: how this will affect the technological sector in Europe and, particularly, in Spain. The agreement. Ursula von der Leyen, president of the European Commission, explained in its statement How the trade between the US and the EU has a value of 1.7 trillions of dollars per year and brings together 800 million people. The key data of the agreement are important. 15% unified tariff. The threat that weighed on Brussels was 30%tariffs. The increase is considerable with respect to the prior to the commercial war initiated by Donald Trump. The agreement is very similar to the one reached between the US and Japan A few days ago. Washington already applied to the EU (false) “reciprocal tariffs with an additional 10% to 4.8% general that already taxed the European products that entered the US before this climb. Even so the tariff is much higher than in the past: according to The World Trade Organization, before Trump reached the presidency the average tariff applied to foreign goods was 2.2% while that of the EU was 2.7%. More and more assignments of the EU. There will be no similar imposition for American products that buy Europe. Besides: Europe must buy energy (especially liquefied natural gas, LNG) to the USor value of about 640,000 million euros over three years. Von der Leyen, of course, has presented the figure as a way of disconnecting more from Russian crude and gas. There will also be European investment commitment in the US arms sector, but there are no figures. Trump Indian that the EU will invest 600,000 million dollars additional to current investments, but did not clarify whether those cited investments in military equipment are included in that amount. Commercial rebalancing. The Commercial Deficit of US goods with the EU It was 235.6 billion dollars In 2024 according to data from the US Census Office: Europe “was winning” so far, but that situation will be “rebuilt” following the agreement, such as highlighted Von der Leyen. Keep in mind that this US deficit was already balanced with the Exchange of digital servicesin which the US has a competitive advantage that supposed Something more than 100,000 million euros with data from 2023. Automotive. The automotive industry has been especially present in negotiations. According to the president of the European Commission, “we should not forget where we come from, today the cars pay 27.5% and we have managed to lower it to 15%. It is the best we could achieve.” German automotive giants such as Volkswagen, Mercedes and BMW were for example very impacted by those 27.5%tariffs. Spain does not manufacture cars that are exported to the United States, which makes The impact in this case Be null. Bad news for steelurgy. In the agreement, yes, there are also negative exceptions. Thus, 50%steel and aluminum tariffs are maintained, something that damages one of the important sectors of the Spanish industry and of course to the European. The EU already responded to those tariffs where it hurt: In soybeans. However, it remains to be seen if there are new details that impact that concrete situation in the future. Von der Leyen said, however, in the CE statement that in those matters “the EU and the United States face the common external challenge of excess world capacity. We will work together to guarantee a loyal world competition. And to reduce barriers between us, tariffs will be reduced. In addition, a quota system will be established”, but there were no specific data on this regard. Spain, little affected. As pointed out The governor of the Bank of Spain, José Luis Escrivá, Spain is a country little affected by the tariff because our exports to the United States are 4.7%, one of the lowest figures in Europe. The impact according to him will be “moderate”, although future classulas may negatively affect that situation. Although in the technological field Spanish exports are reduced, there are sectors such as electrical machinery or automotive components that will see their competitiveness reduced. Semiconductors. In the absence of details, 15% tariffs will also apply to products from the pharmaceutical sector and that of semiconductors, but According to the statement From the European Commission, the tariff “will not apply in the aviation industry, some chups, critical raw materials and some agricultural products.” There are no specific data on the scope of these exclusions of the Araceles, and it seems clear that this agreement still has notable fringes that could cause a sensitive impact on all types of sectors and companies. Gigafactories of AI. The European Union announced in February The research project ai to create “gigafactories” of AI with tens of thousands of ia chips. These projects have been part of the commercial agreement, because in the European Commission statement it is specified that “the US chips will help enhance our AI gigafactories and help the US maintain their technological advantage.” The agreement seems that among other things can stimulate the creation of these data centers in Europe and Spain. Your mobile and your laptop (probably) will rise in price. But the most obvious impact – and practically inevitable – will be that of the price increase. Although Donald Trump established exemptions for electronic equipment such as mobiles and computers in April, he also assured that they would review this matter. In the agreement with the EU there is talk of exemptions to tariffs for semiconductors as those that have already been announced at that timebut there are no specific data that clarify whether these types of products will be free of tariffs. Not only consumers are affected here, but of course companies: the operational costs of computer equipment will … Read more

The US has taught the tariff rope with Brazil again. Embraer has a lot to lose, and its customers too

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If you live in Europe, fly in a Embraer is not the most common. But the truth is that these Brazilian planes are more present than they seem. In airports such as London City, Where only a few models can operate, these jets dominate the track. Even in Spain his footprint was remarkable: Air Europa had several E195 in its regional fleet until the beginning of 2023. Embraer is not a minor actor. It is one of the world’s largest manufacturer in the world and its e-hes-especially the E175– They hold a good part of regional traffic in the US. Airlines such as American, Skywest and other regional United Express operators have clearly opted for them. With Boeing in low hoursEmbraer is emerging as an emerging candidate for the select group of the great manufacturers. A tariff triggers uncertainty President Donald Trump has threatened to apply A 50 % tariff To Brazilian products as of August 1, an unprecedented offensive in relations between the two countries. In parallel, Brazil already mentions a mirror answercovered by a recent reciprocity law. Although there is still no confirmation about which sectors they would be exempt. With a large part of Embraer’s orders aimed at the US market – where almost 95 % of firm orders from E175 come from airlines such as American, Skywest and other United Express operators -, the new measure threatens to significantly increase their products significantly. Not only will the final prices of the jets be affected, but the cost of the Imported components from the United Statesessential for manufacturing, it could also be affected if Brazil decides to apply, in retaliation, an equivalent rate. Among those components are enginesCF34 manufactured by General Electricthe airplane system Honeywell Primus Epicas well as landing trains and actuators supplied, mostly, by Collins Aerospace (USA) and Liebherr (Europe). An essential part of each aircraft that, if more expensive, would also impact the production costs of the aircraft destined for other markets. This dual effect could have broad spectrum consequences. On the one hand, airlines could be forced to Reconsider your purchase strategies If the price jump translates into higher operational costs. On the other, if the manufacturing cost is increased, Embraer’s global competitiveness would be compromised, even in regions where its position is solid. As Flightglobal collectsEmbraer has indicated that he is evaluating the impact of this measure on its operations and has been active in the dialogue with the authorities to try to restore the exemption of the import tax that has historically favored the Brazilian aeronautical industry. However, queen uncertainty. This tariff is part of a Trump communications series to leaders of more than twenty countries, with warnings that rates can modify “according to the relationship.” The lack of regulatory clarity leaves manufacturers such as Embraer – and suppliers, airlines and passengers— In a difficult situation to anticipate. Images | Dave Montiverdi | Marcelx42 (CC by-SA 4.0) | Samuel Costa Melo In Xataka | The US will finally continue selling engines for C919. He has also given China a reason not to need them again

The US had launched a pulse to China with tariff

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United States and China reached last Wednesday a preliminary agreement to reactivate the commercial truce for a period of six months. The two -day trade negotiations in London They culminated in a temporary frame to implement the consensus of Geneva, through which the United States establishes new tariffs and China more flexible the export licenses of their rare earths. The context: May 10, the United States and China They gathered in Geneva For your first meeting aimed at negotiating the reciprocal tariffs. Two days later, they reached an agreement for the de -escalated: United States reduced Chinese export tariffs from 145% to 30%while China established 10% tariffs on US imports. There were no changes to the most sensitive measure: the restriction of rare earth export imposed by China after meeting The first tariff fees of the US government. Since then, the dancing of measures and counterweights has not ceased. The novelty. After new rounds of conversation in Landinense Lancaster A new agreement To reduce commercial tensions. On the part of the United States, a 55% tariff is proposed to the importation of Chinese products, the admission of Chinese students in their universities, and export controls to products such as reaction engines and gases such as ethane, a key raw material for the petrochemical industry are flexible. China maintains a 10% tariff to imports from the United States and relaxes license concessions for six months to exports from the key to move or paralyze a good part of the world industry: Rare earths. It is not a victory for the United States. That China temporarily flexible the export of rare earths is not a symptom of commercial weakness, It is a symptom of power. The country led by Xi Jinping has control over the extraction and processing of rare earths (and all the necessary elements to work with them). The agreement is proof that, each time China wants to negotiate, it has only to open or close the tap. These materials are and will be critical as ammunition for future negotiations. If the United States squeezes, China will drown with the export of licenses. Rare earths are the center of the Chinese defensive strategy, and key to stabilize the trade of key components for strategic sectors such as the electric, defense, computing or chemical industry. Nor will it go free. Financial Times sources They ensure that the granting of rare earth licenses will be subject to strict export controls. Among them, the demand for commercial information as a currency to the supply. The Ministry of Commerce would be requesting details about the production process as part of its approval process. Concrete data about its operations, personnel, final use applications, production information, product images or facilities, are some of the data that China would be demanding from its customers, according to Frank Eckard (Executive Director of Magnosphere, German manufacturer of magnets). The consequences. Licenous restriction measures for rare earth export was beginning to drown certain industries. In the United States, companies like Ford They had to stop part of their productionand they have not been the only ones. Is A measure with global impactsince the supply chain is interconnected. Suzuki in Japan had to stop Swift productionand The tensions about the future of the data centers were in the air. On the United States side, it is especially relevant that their currency is the admission of Chinese students in their universities. China is the first worldwide “factory” of students Stem: 38% of the experts in Americans come from there. The tariff, raised to 55%, remains a sign of the tension and commercial pulse. A constant dance figure with which Trump tries to mark his dominant position. Image | Lio voo In Xataka | The US will not be able to contain the technological development of China. Experts from the chips industry forecast it

The US threatens Apple with a 25% tariff if you do not manufacture the iPhone there. It would continue to be more profitable in India

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Donald Trump has launched a direct threat to Apple: If you want to sell the iPhone in the United States, you must manufacture them there. Otherwise, you will have to assume a 25%tariff. This threat is part of its new commercial offensive, which also includes a 50% tariff to European products and measures against other great American technological ones. Apple, however, had already begun to reorder his production map. Tim Cook announced that “The majority” of the iPhone sold in the United States in 2025 will be manufactured in India. It is a message: Apple has no intention – not real capacity – to transfer its production to American soil in the short or medium term. In figures. Today, making an iPhone in China costs around $ 450. If that production was transferred to the United States, the cost per unit would shoot up to $ 1,400-1,600. And if the entire supply chain in US territory was also replicated, the final price to the consumer could overcome the 2,000 dollars.. Apple’s margin would not endure that blow. And consumers either. Yes, but. Moving production to India barely represents an increase from 10% to 15% compared to China. With an average sale price in the United States of about $ 1,000 to $ 1,200 per unit, Apple can absorb that difference, affect the customer or a mixture of both. Always without turning the iPhone into an unattainable luxury product. Trump’s 25% tariff, if applied, would be even more expensive. Between bambalins. India is more than a momentary escape route. Apple has been preparing for this turn for years. Foxconn has invested $ 1.5 billion to expand its plant in Chennai, and Tata Electronics has accelerated the construction of new assembly lines in Tamil Nadu. In 2024, 18% of the iPhone have already left India. In 2025 it will be 32%. Cook does not improvise: he knows that producing in the United States would have been reconstructing the infrastructure and technical specialization that Asia offers today. India is not China, but it has something that the United States does not: a young, cheap and trained population, as well as a government (that of Modi) willing to encourage every dollar invested. The context. Apple has already promised to invest 500,000 million dollars in the United States in the next four years. But it will do it in chips, data centers and artificial intelligence servers, not in iPhones factories. Trump knows it, and that’s why he attacks: investment is not enough. It wants production. And he wants to see her inside her borders. By the way, half Billón’s investment had a small print of Cantabria’s size: On the other hand, manufacturing iPhone is not riding furniture. It is a high precision operation, with thousands of components assembled in record times for workers in 12 -hour shifts. The United States does not have the ecosystem, nor labor, nor the right labor cost to replicate that. Trump can press, but cannot alter the economic laws of global logistics. And now what. Apple will play time. You can negotiate exceptions, delays or adjustments, as did in 2019 with Chinese tariffs. But if Trump fulfills his threat, he will have to choose between paying billions in tariffs … or raising prices. And there is the paradox: If Apple manufactured in the United States, the iPhone would cost 1,200 to more than 2,000 and even $ 3,000. If it remains in India, with 25% of Trump included, it would rise only to about 1,500. Manufacture in India, even penalized, is still more profitable than producing at home. In Xataka | Apple anticipates 900 million dollars of tariff impact. It is equivalent to the cost of producing almost two million iPhone Outstanding image | Xataka

The tariff war is causing Chinese consumers to buy Chinese brands. And the first victim is Apple

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A nationalist wind travels Electronics stores in China and is affecting foreign brand mobile sales. In March, foreign mobile distributions were reduced to almost half of one year to another, according to the China Academy of Information and Communications Technology (CAICT) cited by Reuters. This contraction has relegated Apple to fifth position in the Chinese market, with a 14.1 % share. Less than two years ago he was leader. Meanwhile, national manufacturers – vivo, oppo, xiaomi and, Above all, Huawei– They continue to register double digit growth, gaining ground both in the mid -range segment. Samsung’s decline, in perspective Samsung controlled almost 20% of the Chinese market in 2013a figure similar to its global participation. By 2023, that quota had fallen to 0.8%. This collapse was gradual but unstoppable: the South Korean brand went from being a dominant contender to an almost testimonial presence. Apple has resisted better than Samsung, but The decline is undeniable. Its distributions in China maintain a 14.1 % share in the first quarter of this year, which places it in fifth place behind the four large stores. To try to stop the trend He started offering discounts on the iPhone before serving one year in storesomething suspiciously unusual in its commercial policy. Little has to do with China’s ranking … … with the global: Especially in their kings. The phenomenon goes beyond technical characteristics or price. It is rooted in the change in consumption habits of Chinese citizens, increasingly inclined to support their own. Since 2022, the Ministry of Industry and Information Technology (MIIT) proposed a subsidy program for terminals below 6,000 yuan (about 830 euros), structurally favoring local manufacturers, who handle prices just below that barrier. To this is added the impact of the commercial war with the United States. Tariffs imposed by Trump and Technological War They have reinforced nationalist bias: The consumer perceives the foreign product as less desirable. A similar case occurred with Samsung after The deployment of the Thaad antimisile system In South Korea in 2015. Then, the Anticorean feeling triggered the rejection of its products in China. Now try to return to the Chinese market with His galaxy c (The ‘C’ is for ‘China’), but it seems a complicated return. Huawei, with his turn towards self -sufficiency and not only towards competition against the rest, is a perfect example of the materialization of Xi Jinping’s technological doctrine. Huawei resurfaced from the ashes of US sanctions, not only recovering market share but Building its parallel ecosystem. Apple and Samsung, the two world leaders of mobile telephony, have a problem of difficult solution in China. It is not only to scratch market share, but to articulate a credible value proposal in an environment where the foreign brand condition is, today, competitive disadvantage. Its price strategy, alliances with operators and product adaptation will be key to a possible reconquest. In Xataka | Just when the batteries were breaking all the records came the ultra-infinity mobiles. China has a lesson for them Outstanding image | ABODI VESAKARAN in UnspashXataka

Apple anticipates 900 million dollars of tariff impact. It is equivalent to the cost of producing almost two million iPhone

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Apple has released the financial bomb that Wall Street was waiting for: 900 million dollars in extra costs For Trump’s tariffs. The figure, although considerable, is less devastating than feared by analysts, a possible sign of the stealthy preparation that Apple had been executing for months. The backdrop. Apple has exceeded expectations with 95.4 billion dollars in income, but The commercial war Draw a complicated horizon. Actions, in fact, fell 4% after closing. Not because of the present, above the expected, but for what will arrive after June. The market was waiting for clear answers about the future from Apple, but instead received well -calculated evasive. The money trail. Apple has also reduced its sharing repurchase program by 10,000 million compared to the previous year. It is the typical financial movement that goes unnoticed between tariff holders, but betrays a defensive position: Apple is accumulating effective before the commercial storm that is coming. The company that presumed from its treasury now protects it more than ever. Between the lines. “I don’t want to predict the future because I’m not sure what will happen to tariffs,” Cook said in The subsequent call with investors. It is not very common for a CEO to expose its uncertainty, and even less if we talk about Cook, known for its meticulous planning. Perhaps it is a symptom of the real problem: neither an all Apple can foresee the turns of Trump’s tariff policy. Emergency logistics reorganization, diverting iPhone manufacture towards India And from the rest of the products to Vietnam, it is impressive, but improvised: a plan B for which the deadlines have had to be accelerated. At stake. The battle goes beyond 900 million in a quarter: it is for the future of Apple’s business model. It is the sale of premium products with margins far superior to the average of its sector manufactured in Asia. If India is 5% or 8% more expensive than China, as analysts anticipate, it could lead to a blow to profitability. And would go far beyond a quarter. It is the first act of the threat of change for the technological value chain. In Xataka | Apple loses the war against Epic. Fortnite returns triumphant and Spotify already prepares its rematch Outstanding image | Rashed Paykary in Unspash

Tariff -up supercomputers

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In the GTC Jensen Huang event he said that Nvidia would be “in good shape” at the end of the year in reference to tariffs. Now we know why: the firm He has just announced which will begin to make AI chips with Blackwell architecture at the TSMC plant in Phoenix, Arizona. It is a key strategic step to avoid tariffs that threaten the entire semiconductor industry. Supercomputers ‘Made in USA’. It has also allied with two other Chinese manufacturers, Foxconn (Houston) and Winstron (Dallas), to be able to create new production plants in Texas with an objective: to manufacture AI supercomputers for the United States and from the United States. Production in both plants is expected to grow remarkably in the next 12 to 15 months. Jobs. In it official statementNvidia explains that the US manufacturing of these chips and supercomputer is expected to “believe hundreds of thousands of jobs and direct billions for economic security (from the country) in the coming decades.” A 500,000 million project. Nvidia estimate is that in the next four years these initiatives allow us to create an American infrastructure worth $ 500,000 million. It is curious that the figure coincides with that of the Stargate project… or maybe not. But. They are optimistic forecasts, of course, especially considering that they will need specialized personnel for these factories. Those professionals are abundant in China, but scarce in the US, As Steve Jobs and Tim Cook have explained years ago. What about the chips tariffs. These last days there has been a lot of movement and more confusion with tariffs. The Trump administration announced exemptions to semiconductors and electronics products such as laptops, mobiles or various types of chips. Shortly after the US Secretary of Commerce, Howard Lutnick, explained that these exemptions were temporary and “in a month or two” there will be specific tariffs for all these products. Absolutely strategic sector. In the US they have realized that They were hitting a foot in the foot with those semiconductor industry tariffs. They have taken a step back because these imports depend too many industries, and imposing them suddenly and porrazo could cause a real disaster in their economy and companies. Now everything is in the air, but the objective is still clear: to manufacture technology in the US as far as possible to avoid the dependence of China and other Asian countries. Nvidia has several B plans. Escape from tariffs is becoming one of the clear objectives of technology companies. This Nvidia plan is not the only one with which he will try to go out with his to avoid the impact of these rates: a few days ago it was revealed that the company had managed to skip the restrictions on sales of its H20 chips In China Thanks to a expensive dinner. Image | Nvidia In Xataka | After strictly regulating AI, the European Union has identified a problem: it has been too European Union

The US is realizing that manufacturing the iPhone without China is almost impossible. Tariff exemptions are the test

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Donald Trump’s administration has applied a very special exemption to reciprocal tariffs announced The last days. Thus, mobile phones, computers and some other consumer electronics products “are fought”. Importing them to the United States will not make 10%global tariffs apply, nor China’s specific ones, which are 125%. What products are exempt. The note published by the US Customs Department almost without making noise is especially important, and makes a list of HTSUS codes (Harmonized Tariff Schedule of the United States) that include different types of electronic products. Among them, exemptions affect: 8471: PCS of desktop, laptops and its components, such as CPUS, hard or I/O peripheral discs as monitors (8528.52.00), mice and keyboards 8517.13.00: smartphones 8517.62.00: Routers, modems, wireless access points 8523.51.00: SSD units 8524: CDS and DVDS Regrabable 8541.49.10 and 8541.49.70: Solar panel cells 8541.49.80: LEDs 8542: microprocessors, controllers, memory chips and other integrated circuits But they are temporary exemptions. As they point out In Financial TimesUS Secretary of Commerce, Howard Lutnick, made it clear that these exemptions are temporary. All these products will be part of the semiconductor tariffs, “which will probably arrive in a month or two.” Trump denies that this are exemptions. In his social network Truth, Donald Trump He also stood out That what was announced on Friday were no exceptions to tariffs and made it clear that these products are still subject to 20% rates related to the fentanil. “What has been stated is that we need to manufacture products in the United States, and that we will not be hostages from other countries, especially hostile commercial nations such as China, which will do everything in their hand to disrespect the US people,” he added in his statement. Dodging price increases. The measure is clearly aimed at avoiding notable price increases in semiconductors, mobiles and consumer electronics products, especially considering that a vast majority of those sold in the United States They come from China. The impact for consumers can be very important, and these temporary exemptions reduce concern for the future of these products and their prices and protect strategic sectors. The iPhone as a great example. Some analysts estimate that the price of the iPhone in the United States It could triple If the cost of tariffs ends up moving to consumers. Apple smartphones are one of the clear examples of how tariffs would affect US consumers first and the rest of the world later. The climb of reciprocal tariffs between the US and China has been spectacular in recent weeks. Source: Reuters China as a US factory. According to Counterpoint Research dataChina represents 80% of the iPhone production sold in the United States. The remaining 20% ​​are manufactured in India, a country in which Apple is gradually growing in production precisely to avoid the dependence of China. The Cupertino company in fact fought several aircraft full of iPhone From India to try to have some margin of maneuver if tariffs came into force. Exemptions also disappear the “basic” 10% tariff that applied globally and included countries such as India. These exemptions are also partly the tacit recognition to manufacture the iPhone in the US It is practically impossible. Business pressure. The impact of tariffs has been especially remarkable for Big Tech, which have collapsed in the stock market in recent weeks. All of them depend largely on China’s production capacity, and these exemptions are also an acceptance (at least temporary) that changing things and mitigating Chinese dependence will take a long time. No official explanation. The US government did not explanations about the reason why it applied these exemptions, but it is evident that This is a big respiteeven if it is temporary, for companies such as Apple, Nvidia, Dell, or HP, which import a good part of their products from China. A war without winners. As they point out In axiosChinese President Xi Jinping stressed that a war of tariffs “will not produce any winner.” China indicated that I was evaluating the impact of these exemptions. In a statement last Sunday, the Chinese Ministry of Trade Califified the measure as “a small US step to correct its wrong practice of establishing ‘unilateral reciprocal tariffs.” How will we be next week? Democrate Senator Elizabeth Warren appeared in a debate In CNN to describe the confusion that exists about tariffs. He indicated that “investors will not invest in the US with Donald Trump playing” red light, green light “with tariffs and saying” Oh, and For my special donors, you have special exemptions“. He also highlighted how the situation is impresable.” No one can imagine what the rules will be within five days, much less in five years. “ Image | Gage Skidmore In Xataka | Spain acts where Europe doubts: the strategy that is paying fruits in China

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