The technology sector or at least one main part, President Trump said that various areas, including semiconductors, computer equipment and smartphones will be released from the steep reciprocal tariffs.
According to Trading Secretary Howard Lutnick, it can only be temporary.
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Lutnick, the main supporter of the tariffs to re-apply US production on Sunday, gave more information about the import taxes of the technology sector. Its message renews the uncertainty for large numbers of foreign production, including US major technology companies, including Apple, Dell and Nvidia.
Technology reserves are becoming more difficult with tariffs
The background of the stock exchange returned in 2023 and 2024, in America’s largest technology shares mainly powered. Apple, Microsoft, Amazon, Amazon, Alphabet, Nvidia and Tesla, the best performers, the best performers, the best performers, thanks to exciting excitement.
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Openai’s Chatgpt, after the fastest application to reach a million users in 2022, was developed to replace its own expansional AI models or AI chatbots or AI chatbots or AI chatbots or employees.
The research is widespread and the AI has already affected.
Banks use AI to manage the risks, researching the use of supply chains and evaluates the use of manufacturers to overcome production problems to prevent theft. Even in mind that the military can provide an edge in the fighting field.
The rapid setting of the AI envisages an important update between all technology infrastructures.
The central processing sections placed in enterprises and cloud networks such as Google, amazon and Microsoft are replaced by better adaptable graphic processing units (GPUs) for the development of mass computing power necessary for the development of AI. Similarly, you get income, which increases income for players like servers and computers, Dell and Super Micro.
In 2025, Microsoft, meta platforms, Google plans to spend about $ 325 to increase the plan to spend about $ 325 in the AI, to the AI, parent alphabet, and amazon.
These plans can increase the costs and try again after the tariffs that slow the economy.
Reports are already slowing down Microsoft’s data center plans. If the higher prices caused by these trend tariffs weaken the economy, if the economy was caused by canceled orders.
The situation is not limited to affecting the AI plans of these enterprises. Tariffs are laptops, smartphones and straight panel TVs, potentially increase the costs that cause daily consumers to revise the existing electronics.
Potential slowing caused extensive sales in their reserves. Especially hard strokes, this month was 9% and 7%, 7%, 7% of NVIDia and Apple. In general, the round seven seven ETF Mags decreased by 3.5% this year, including 3.5% decrease this year.
Technology takes a freedom, but Lutnick doubts the tariff break
On Saturday, the popular electronics, including concern, administration, laptops, computers, semiconductors, televisions, and solar cells, were expected to exempt from mutual tariffs.
The production of technology includes about $ 390 billion, including China, more than $ 100 billion. The trade war means existing tariffs for a total of 145% of China’s imports.
The use of 20% is not included in the Chinese tariff, which is announced before the use of April 2.
Lutnick will be considered independent of mutual tariffs of technology tariffs in an ABC news interview and special “sector” tariffs will be posted.
“Sector tariffs will not be part of the negotiations” said lutnick. “In fact, all the semiconductors are prepared in Taiwan, and they will end in China. We will rescue them. The president will perform policies in semiconductors and pharmacy.” They will be outside the reciprocal tariffs. “
Therefore, the sector will be treated in 25% of the tariffs and pharmaceutical autos, which is the medicines that the White House will target separately with tariffs.
However, mixed messages related to technology tariffs this weekend are problematic for the establishment of politics to make long-distance plans.
Except for these technological products, “X.” According to the IVES from influential technological analysts, “took the doomsday scenario from the table.” “But there is still a mess with mass uncertainty, chaos and the next steps.”
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