iPhone, Switch, MacBook: Trump returns his jacket, but this time, it will hurt

The Trump administration swears relocation, industrial sovereignty and strategic trade war. Result: the prices of electronic devices could climb in a few weeks, even though they had just escaped a first tax train.

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America is stunned: Trump finally prepares a massive tax on electronics

Howard Lunick did not go by four paths on the set ofABC : “All these products will be reclassified under semiconductors, with a special price to ensure that they are repatriated”. Clearly, the US administration turns their back on the exemption granted a few days earlier to certain electronic devices, and prepares their integration into a tailor -made price grid – under the pretext of national security.

What does [le président Donald Trump]that is to say that these products are exempt from reciprocal customs duties, but that they will indeed be subject to taxes on semiconductors, which should arrive in a month or two. So yes, they arrive.

The thinning will therefore only have lasted 48 hours. Friday evening, a customs administration bulletin announced, however, that smartphones, computers, flat -screen televisions and other electronic components would be spared new taxes imposed since April 2. A decision welcomed on the stock market, but denied the following Sunday.

For Howard Lungick, this change of course is part of a broader strategy: to push strategic industries, in particular semiconductors and pharmaceuticals, to relocate their production to the United States. “We cannot depend on Southeast Asia for everything that operates our country”he hammered. A vision of the binary world and head -on protectionist, in the purest Trumpian tradition.

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These are not things that other countries can negotiate. These are national security issues, which must be dealt with on American soil.

The problem ? This logic of industrial repatriation ignores a fundamental detail: the global electronic production chain does not reconfigure in a snap. Even with massive investments, it will take years for the United States to be able to compete with Taiwan, South Korea or China. In the meantime, it is American consumers – and undoubtedly global – who will pay the note.

A more expensive iPhone? Probably. A domino effect? Inevitable

Apple, which produces the vast majority of its devices in China, will not be able to absorb new additional costs indefinitely. Same bell sound for Nintendo, which has already pushed the pre -orders of the Switch 2 on the American market, for fear of a price price. The short -term consequences? Price increases, a slowdown in product launches, and revived market volatility.

In parallel, diplomatic tensions with China, the main target of this policy, intensify. If Howard Lunick says he is confident about an outcome “reasonable” Between Trump and Xi Jinping, he recognizes that discussions are only in their infancy.

Another thorny component: the very legality of these measures. Several jurists point to a sprain in article I, section 8 of the American Constitution, which entrusts the Congress – and not to the President – the power to raise taxes. But Donald Trump is not at his first bypass: he invokes an emergency law of 1977, initially thought of crisis situations, and uses it as an economic lever.

More than a commercial showdown, it is also a form of market manipulation: each turnaround feeds market volatility, weakens tech companies, and allows the executive to weigh directly on the courses. A well orchestrated drama, where unpredictability becomes a strategy in itself.

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