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– Highlights: The US removed duties on electronics, which affected prices and companies.

prices are expected to fall for US consumers in the electronics sector.

The changes could reduce the strain on international supply chains.

On April 11, the U.S. Customs Service announced tariff exemptions for certain electronic goods, effective April 5.

The exemptions are aimed at reducing costs for consumers and supporting U.S. technology companies in light of policy changes aimed at reducing dependence on Chinese manufacturing.

The announcement exempts smartphones, computers and chips, among others, from tariffs, affecting duties from April 5. This change is due to Executive Order 14257, which revises tariff policy to address the trade deficit and retaliatory measures.

This exemption gives importers the ability to claim a refund of tariffs paid on eligible electronics, potentially lowering prices for consumers. The strategic change could benefit companies such as Apple and Samsung by reducing financial burdens in the face of current global trade pressures.

Financial analyst Hussein Kubesi called the exemption a “180-degree turn” in U.S. policy. Government statements indicate a continued emphasis on reducing dependence on Chinese electronic manufacturing, which is in line with broader economic goals.

Did you know. Exemptions like those under Section 232 under the Trump administration have temporarily boosted the electronics industry but have led to long-term supply chain uncertainty.

Historically, reciprocal tariff frameworks have been designed to address trade imbalances and national security issues. Adjustments have sometimes stimulated short-term growth in targeted industries, but have also disrupted supply chain dynamics.

analysts expect that lower costs of critical electronic components could impact technological innovation and adoption, especially in the blockchain and artificial intelligence sectors. Current changes in trade policy are aimed at balancing consumer relief with national economic security goals.

Carolyn Leavitt, White House press secretary, said: America cannot depend on China to produce critical technologies such as semiconductors, chips, smartphones and laptops.

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