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Has anyone seen any articles detailing the potential impact in dollars of Trump's 2nd round of tariffs an the cost of builting a new PC ? From Reuters :
"While chips were largely spared from the initial list of targeted goods released in April, U.S. trade officials on Friday released a second tariff list of 284 products worth $16 billion that includes the processor and memory chips at the heart of Intel's business.
Those tariffs will not go into effect until after a public comment period, and there is a chance that chips could be cut from it before it is made final, analysts said. But Intel shares dropped 3.4 percent to $53.22 on Monday on news of a stock downgrade and investor concerns over tariffs."
Intel has the ability to reduce the impact by shifting production to other fab locations with three in the United States, one in Ireland and one in Israel. But most of these get sent back to china ... "then sends it to China for low-level assembly work and then brings it back so it can be put into a device manufactured in the United States, the chip would get hit by the tariff. " but Intel also has assemply plants and test centers in Malaysia, Costa Rica, Malaysia and Vietnam so could avoid that by doing the assembly there. Intel's flash memory isn't at risk, but a 3rd round has been announced.
Now we have storage, GFC cards, memory and everything else .... with the chinese imports costing more, the competition will be able to raise their prices. Unless exempted, laptops I expect will be the hardest hit since just about every brand in existence comes from ODMs headquartered in Taiwan but with production facilities in mainland china.
With PC sales being down so long due to the GFX card cost situation, there is a lot of pent up demand ... these cost increases will put a big kabash on its recovery.
"While chips were largely spared from the initial list of targeted goods released in April, U.S. trade officials on Friday released a second tariff list of 284 products worth $16 billion that includes the processor and memory chips at the heart of Intel's business.
Those tariffs will not go into effect until after a public comment period, and there is a chance that chips could be cut from it before it is made final, analysts said. But Intel shares dropped 3.4 percent to $53.22 on Monday on news of a stock downgrade and investor concerns over tariffs."
Intel has the ability to reduce the impact by shifting production to other fab locations with three in the United States, one in Ireland and one in Israel. But most of these get sent back to china ... "then sends it to China for low-level assembly work and then brings it back so it can be put into a device manufactured in the United States, the chip would get hit by the tariff. " but Intel also has assemply plants and test centers in Malaysia, Costa Rica, Malaysia and Vietnam so could avoid that by doing the assembly there. Intel's flash memory isn't at risk, but a 3rd round has been announced.
Now we have storage, GFC cards, memory and everything else .... with the chinese imports costing more, the competition will be able to raise their prices. Unless exempted, laptops I expect will be the hardest hit since just about every brand in existence comes from ODMs headquartered in Taiwan but with production facilities in mainland china.
With PC sales being down so long due to the GFX card cost situation, there is a lot of pent up demand ... these cost increases will put a big kabash on its recovery.