US-China Tariff Shock Prompts Strategic Seller Shifts

Friday, May 2, 2025, 5:20 am

New US tariffs on low-value Chinese imports have spurred a swift tactical pivot among businesses. One report details the tariff-induced strain on import chains while another spotlights Temu’s decision to switch to US sellers—proving that even trade policies can force firms into unexpected acrobatics.

Bluesky: @appleinsider.com

arstechnica.com / Health care company says Trump tariffs will cost it $60M–$70M this year

The health care sector is bracing for higher prices and potential shortages.

macrumors.com / Apple Absorbs Tariff Costs While Electronics Prices Surge, But How Long Will It Last?

During yesterday's earnings call, Apple CEO Tim Cook said that the company's March quarter hadn't been impacted by Trump's tariffs because it was able to build up supply, but it will take a hit in the current quarter that ends in June. While Cook said that Apple had no updates to make on pricing at…

theregister.com / Meta blames Trump tariffs for ballooning AI infra bills

Capex could jump by $7B to $72B, Zuckercorp says World War Fee Meta's AI ambitions are going to cost more than expected thanks to increased competition and — who could have seen this coming? — the Trump administration's obsession with tariffs, which is driving up the price tag of key components.…

cnbc.com / Temu halts shipping direct from China as de minimis tariff loophole is cut off

Earlier this week, Temu increased prices and added "import charges" ranging from 130% to 150% on products shipped direct from China.

cnet.com / Shein, Temu Prices Surge as High as 377% Amid Tariffs. Temu Has a Plan to Address That

Temu is recruiting sellers in the US in an effort to keep prices in check.

cnbc.com / Earnings show one tech segment starting to feel the tariff pinch fastest

Advertising-heavy businesses seem to be holding on in the near-term as consumer-focused models start to feel the pinch from slowing spending.

theverge.com / Donald Trump’s tariffs, explained

If you live in the US, congratulations - you are now a foot soldier in what has been called "the dumbest trade war in history." And if you live in one of the top three countries that trade most with the US (Canada, Mexico, and China), apologies: you are part of this as well. Donald […]

theverge.com / Trump’s first 100 days: DOGE, tariffs, TikTok, and more

We hit the 100-day mark in Donald Trump’s second presidential term this week and, well — a lot of things have happened in that time. Verge policy editor Adi Robertson has been running a series of stories about the impact of these 100 days on the site all week. They’re great; we’ve linked them below…

theverge.com / Canadians will also pay more for Leica cameras as a result of US tariffs

Price increases on electronics as a result of President Trump’s global tariffs are starting to be felt outside the US, as a Canadian camera shop recently discovered. As a result of how Leica imports its products into North America, a store in Calgary, Alberta, was recently notified by the camera…

bgr.com / Apple confirms your next iPhone or Mac won’t be made in China

During its earnings call, Apple CEO Tim Cook told analysts that nearly all iPhone models sold in the US during this April–June quarter will be … The post Apple confirms your next iPhone or Mac won’t be made in China appeared first on BGR.

appleinsider.com / Apple's $900 million tariff bill in Q3 is a sign of Tim Cook's supply chain mastery

Both by getting an exemption, and by toiling for seven years to diversify its iPhone manufacturing efforts outside of China, the $900 million estimate of tariff impacts in the third quarter is paltry compared to what it could have been, and is for other companies.Part of Apple's current iPhone 16…

bloomberg.com/technology / Apple (AAPL) Hit With Two Downgrades as Tariff and Growth Worries Grow - Bloomberg.com

Apple (AAPL) Hit With Two Downgrades as Tariff and Growth Worries Grow Bloomberg.com

theinformation.com / Temu Asks China-based Merchants to Fulfill Orders On Their Own - The Information

Temu Asks China-based Merchants to Fulfill Orders On Their Own The Information

androidheadlines.com / Apple Hit with $900M Tariff Bomb, Says Tim Cook

The post Apple Hit with $900M Tariff Bomb, Says Tim Cook appeared first on Android Headlines.

bloomberg.com/technology / Chevron Slashes Buybacks as Trump Trade War, OPEC Hit Oil Prices - Bloomberg.com

Chevron Slashes Buybacks as Trump Trade War, OPEC Hit Oil Prices Bloomberg.com

zerohedge.com / "Out In 60 Days": US Firm Plans "Accelerated" China Exit

"Out In 60 Days": US Firm Plans "Accelerated" China Exit President Trump's trade war is pushing both multinational giants and small businesses to either friend-shore or re-shore their critical supply chains out of China. Some of these firms have even considered bringing critical…

theverge.com / New tariffs are now hitting cheap US imports from China

The de minimis exception, which has allowed businesses to import low-value goods without duties from China and Hong Kong, has expired as of 12:01AM ET today as part of President Trump’s executive order signed last month. Many businesses in the US rely on the de minimis loophole. Any package valued…

techinasia.com / Temu shifts to US sellers to bypass import tariffs

This move comes after previously applying a surcharge to offset higher tariffs and as inventory in the US begins to decline.

permalink / 18 stories from sources in 8 days ago #china #tariffs #business #us

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