In a significant win for consumers and the tech industry, the Trump administration has temporarily exempted key electronics from reciprocal tariffs. The move highlights the consumer’s importance in trade policies and may influence global markets.

President Trump is considering imposing new tariffs on semiconductors after lifting reciprocal tariffs on electronics. The administration’s shifting stance on tech trade policies has left markets and industries grappling with uncertainty, drawing criticism from political opponents.

In a surprising turn of events, former President Donald Trump has lifted reciprocal tariffs on electronics while setting his sights on imposing new levies on semiconductors. Targeting Chinese technology, he has implemented a 20% fentanyl tariff and initiated a “National Security Tariff Investigation” that could reshape the tech industry in the coming months.

An analyst reports that while NVIDIA’s Blackwell ramp is modest now, a significant increase is anticipated in the second half of the year. This expected surge could have important implications for the tech giant and the industry at large.