President Donald Trump has ordered tariffs that could transform the North American technology environment and add $ 50 billion into new import costs from Canada and Mexico itself. Tariffs – 25% on all imports from Canada and Mexico, 10% on Chinese goods and 25% on European Union technical components, such as semiconductors – are ready to disrupt supply chains, increase consumer princes and push main technology companies towards domestic production. With 80% of the US foundry for key semiconductor sizes currently connected to China and Tai -wan, the expectations of Ripple throughout the technological sector, which affects everything from smartphones and cloud services to AI infrastructure.
Tarifs on goods in accordance with the United States Agreement – Mexico Canada – Primary Source and Made in North America – and parts of cars from Canada and Mexico are delayed up to 2 other important from these countries. April 2.
See: Trump’s Import Tariffs: How will prices, jobs and shop will shake up
How do these tariffs affect you?
New tariffs are expected to increase the prices of manufacturers and consumers throughout the technological sector, which would hit Everhything from smartphones and notebooks on cloud storage and computing power AI.
American recession on China and Taiwan for approximately 80% of its foundry capacity for chips 20-45nm and about 70% for chips 50-180 nm. Technical companies can try to move sources to countries without tariffs such as India and Vietnam, but many will hand over additional costs to consumers.
Consumer electronics manufacturers, such as laptops and smartphones, can also be affected if they import components from or compile their product in tariff countries. Apple Primary In fact produces its ipphones in China so headphones can see an increase in prices in the US
Data Centers and Infrastructure AI face higher costs
Data center companies will also score tariffs on aluminum and steel, as these materials are necessary for server stands, cooling systems and other infrastructure, increasing construction and equipment costs.
Further expenditures and potential disruptions of the supplier chain can be re -established in cloud storage prices from companies such as AWS, Google Cloud and Microsoft Azure, as well as SaaS and AI, which use extensive data processing. It could also delay plans for the construction of new data centers that have allocated companies to satisfy the growing demand for AI.
However, the intention is to reduce dependence on foreign opponents. Although this may result in higher consumers’ prices in the short term, this could also lead investment in the domestic industry and increase the durability of the supply chain.
See also: Microsoft invest $ 80 billion in AI data centers in the fiscal year 2025
In danger of the North America’s supply chain
“(USA is) a great producer, he’s a great consumer,” a researcher at Mercatus Center Christine McDaniel told Bloomberg. “We have products that move back and forth across the border, you know several times before it ends in the final product.”
McDaniel said Mexico and Canada would pay more than $ 50 billion per tariffs for imports and tokens to the US and added that the costs “came out of the North American economy”. Canadian mines of necessary raw materials such as nickel and cobalt, while Mexico processes components, testing and packaging for main manufacturers such as Foxconn.
“All of this will really hurt the US price force,” McDaniel said. “It will eat it in their profit margins, otherwise they will hand it over by American consumers.”
Gil Luria, head of technological research in Davidson, told Bloomberg that because Trump has implemented tariffs on EU goods, it is in the Région to “get used to” to penalize the main American companies such as Apple, Google and Meta. “He added that the EU can become a” militant “responsibility and the level it does will determine the extent of the impact of tariffs on large technology players.
See: Meta to worry about EU regulation directly to Trump, says the head of global matters
Technical companies increase American production
Even before tariffs, many companies announced plans for the construction of new facilities in the US, which is a trend that is likely to continue. This week, TSMC has committed to expanding its expenditure on the construction of US data centers to $ 160 billion, which considers it “large individual direct investments in American history”.
Last month, Apple announced that it would spend $ 500 billion in UX production and research in the next four years. In January, the Stargate project, which saw companies including SoftBank, Openai and Oracle, started to donate $ 500 billion generative AI infrastructure in the US, including data centers.
At the TSMC press conference this week, Trump added that there are still “many (more companies) they want to announce” StatSide construction projects. Such companies could absorb the business of foreign competitors in the chip, cloud and other hardware markets.