President Donald Trump has applied tariffs that can reshape the North American technology view, adding new costs of $ 50 billion for imports from Canada and Mexico. Tariffs – 25% of all imports from Canada and Mexico, 10% for Chinese goods and 25% in European Union technology components such as semiconductors – to disrupt supply chains, to increase consumer prices and to push large technology companies towards domestic production. With the US casting capacity for the US casting capacity for the basic semiconductor dimensions of China and Taiwan, experts predict the fluctuation effects in the entire technology industry and affect everything from smartphones and cloud services to AI infrastructure.
United States – Mexico -Canada Convention – First of all in North America, the goods supplied and produced in North America – and tariffs about goods compatible with car parts from Canada and Mexico Delay until April 2. All other imports from these countries have been subjected to tariffs since March 4. Until March 12, all imported steel and aluminum 25% tariff and other critical EU technology components will be monitored until April 2.
See: Trump’s import tariffs: prices, jobs and trade will attack
How will these tariffs affect you?
New tariffs are expected to increase prices for manufacturers and consumers throughout the technology sector and affect everything from smartphones and laptops to cloud storage and AI information processing power.
. The US rely on China and Taiwan Approximately 80% of the casting capacity for 20-45nm chips and about 70% for 50-180nm chips. Technology firms can try to shift to non -tariff countries such as resource use, India and Vietnam, but many will convey additional costs to consumers instead.
Consumer electronics manufacturers such as laptops and smartphones can also be affected if they import different components in scheduled countries or assemble their products. Indeed, Apple first produces its iPhones in China, so hand devices can see a price increase in the USA
Data centers and artificial intelligence infrastructure are facing higher costs.
Tariffs on aluminum and steel will also introduce data center companies, because these materials are required for server shelves, cooling systems and other infrastructure, increasing construction and equipment costs.
Additional expenditure and potential supply chain degradation can be reflected from companies such as AWS, Google Cloud and Microsoft Azure as well as cloud storage prices as well as to SAAS and AI companies using large -scale data processing. It may also delay the plans to create new data centers allocated by companies to meet the increasing AI request.
However, the intention mentioned is to reduce dependence on enemies. Although this leads to higher prices for consumers in the short term, it can also increase investment in domestic industries and increase supply chain flexibility.
See also: Microsoft will deposit $ 80 billion in AI data centers in 2025 financially
North America’s supply chain is risky
Mercatus Center Christine McDaniel’deki Senior Research Assistant, “(USA) is a great producer, a great consumer,” he said. Bloomberg. “He goes back and forth a few times before the end of a finished product.”
McDaniel, Mexico and Canada will pay more than $ 50 billion to import technologies and receipts to the United States, and the cost will be “coming out of the North American economy, he added. Canadian mines are basic raw materials such as nickel and cobalt, and Mexico processes component assembly, tests and packages for large manufacturers such as Foxconn.
“This will really harm the US pricing power, Mc said Mcdaniel. “They will either enter profit margins or transfer it to US consumers.”
Gil Luria, President of Technology Research in Davidson, Bloomberg This is the reason for Trump’s tariffs for goods from EU for goods, “All kinds of behavior they choose to punish large US companies such as Apple, Google and Meta is to retaliate for“ habitual gaining ”. Authority added that the EU may be a “warrior ve in response and that the level of its level will determine the scale of the impact of the tariffs on large technology players.
See: Meta will take the EU editing concerns directly to Trump, says Global Relations Chief
Technology companies increased US production
Even before tariffs, many companies plan to establish new facilities in the US, which is likely to continue. This week, the TSMC promised to increase the creation of data centers in the United States to $ 160 billion, which was seen as “the largest foreign investment in the history of the US.
Last month, Apple announced that it will spend $ 500 billion In the next four years, on production and research in the USA. In January, a Stargate project, which allocates 500 billion dollars to the productive AI infrastructure in the US, including data centers of companies such as Softbank, Openai and Oracle, was launched.
At a press conference for the TSMC investment of this week, Trump added that many (more companies that want to announce (more companies) ”construction projects are in the state. Such companies can absorb the work of foreign competitors in chip, cloud and other hardware markets.
