The US has clarified that while tariffs on smartphones and computers won't be imposed immediately, discussions indicate that sector-specific semiconductor tariffs are forthcoming. Commerce Secretary Howard Lutnik emphasized the need for critical electronic components to be manufactured in the US to avoid reliance on foreign countries. Despite current exemptions for certain products, these could soon be subjected to tariffs aimed at bolstering local production. Analysts warn that fluctuating tariff policies might complicate supply chain logistics for manufacturers dependent on global semiconductor sourcing.
"Those products are going to be part of the semiconductor sectoral tariffs, which are coming."
"We need to have semiconductors, we need to have chips, and we need to have flat panels. We need to have these things made in America."
"The fluidity of the tariff situation means there will be confusion about the impact to the supply chain due to the complexity of tracking where materials and manufactured goods are produced and assembled."
"We can't be beholden and rely on foreign countries for the fundamental things that we need."
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