walterbell 9 days ago

Per Bloomberg, 20% fentanyl tariff on China still applies and these categories may yet receive their own unique tariff, https://archive.is/jKupW

The exemption categories include components and assembled products, https://content.govdelivery.com/bulletins/gd/USDHSCBP-3db9e5...

  8471       ADP (Automatic Data Processing) Machines: PCs, servers, terminals.
  8473.30    Parts for ADPs: keyboards, peripherals, printers.
  8486       Machines for producing semiconductors & ICs: wafer fab, lithography.
  8517.13    Mobile phones and smartphones.
  8517.62    Radios, router, modems.
  8523.51    Radio/TV broadcasting equipment.
  8524       2-way radios.
  8528.52    Computer monitors and projectors (no TVs).

  8541.10    Diodes, transistors and similar electronic components
  8541.21    LEDs
  8541.29    Photodiodes and non-LED diodes
  8541.30    Transistors
  8541.49.10 Other semiconductors that emit light
  8541.49.70 Optoelectronics: light sensors, solar cells
  8541.49.80 Photoresistors
  8541.49.95 Other semiconductor devices
  8541.51.00 LEDs for displays
  8541.59.00 Other specialized semiconductor devices
  8541.90.00 Semiconductor parts: interconnects, packaging, assembly
  8542       Electronic ICs
Industrial-scale workarounds were developed for previous tariffs, https://news.ycombinator.com/item?id=43652823. Such loopholes will need to be addressed in any new trade agreements.

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codedokode 9 days ago

> 8486 Machines for producing semiconductors & ICs: wafer fab, lithography.

Does US buy them from China too?

Aurornis 8 days ago

Not sure specifically, but most common chips aren’t fabbed on processes that require cutting edge machines like you hear about for nVidia or iPhone chips.

All of the little chips in everything else are fabricated on much simpler processes that require much less complex machinery.

walterbell 9 days ago

Unlikely. The exclusions above are for reciprocal tariffs from all countries, i.e.

  China        0% reciprocal + 20% (fentanyl) + 2018-2024 rates
  non-China    0% reciprocal

grey-area 8 days ago

Reciprocal is inaccurate, you should stop using that term - this label was chosen to obfuscate what is going on and confuse those who don't know better.

PoignardAzur 8 days ago

I'm told it was chosen because the executive only has the power to impose tariffs without legislative approval if they're reciprocal.