President Donald Trump has once again stirred global trade waters. This time, he’s launched a national security investigation into semiconductors and electronics supply chains — and warned that new tariffs are coming, possibly targeting consumer electronics like phones and laptops.

🔍 Chip Dependency Under Fire: “We Must Manufacture at Home”

Trump announced the move on Sunday, stating that America’s heavy reliance on foreign-made chips — especially from Taiwan, South Korea, China, Malaysia, and Japan — poses a national security threat.

The investigation, initiated under Section 232 of the Trade Expansion Act, allows tariffs to be imposed if national security is at risk. If the probe confirms concerns, Trump’s administration is prepared to impose tariffs of up to 25%, with room for future increases. The goal? Force companies to produce semiconductors on American soil.

📦 Temporary Relief for Tech — But Not for Long

Last Friday, the U.S. government announced temporary tariff exemptions for electronics like smartphones, laptops, and tablets, giving tech giants like Apple, Dell, and HP a moment to breathe.

However, Trump quickly made it clear the relief would be short-lived. In a post on his social media platform, he hinted that electronics would soon fall under a new policy chapter — without detailing specific measures, but clearly signaling tariffs are on the way.

🛠 What Products Are in the Crosshairs?

According to Commerce Secretary Howard Lutnick, a new tariff package is in the works and will target:

🔹 Smartphones

🔹 Computers

🔹 Medical devices

🔹 Advanced telecom equipment

🔹 Pharmaceutical components

The goal, Lutnick says, is to reduce dependence on China and reinvigorate domestic production. “We did it with steel, and now we’ll do it with electronics,” he added.

⚠️ Critics: Higher Prices and Consumer Burden Ahead

Not everyone supports the plan. Economists and investors warn that higher tariffs could:

🔹 Raise prices on consumer tech

🔹 Disrupt already stressed supply chains

🔹 Increase economic uncertainty

Even Trump supporter and billionaire investor Bill Ackman called the plan too aggressive. He proposed a softer 10% tariff with a 90-day delay to give companies time to adapt.

Market analyst Sven Henrich added that consumers will likely bear the cost of new tariffs and slammed the administration’s unpredictable policy shifts that make it difficult for businesses to plan.

Democratic Senator Elizabeth Warren wasn’t subtle, calling Trump’s tariff approach “not a coherent trade policy — it’s chaos.”

China Strikes Back With 125% Tariffs

China responded with force, slapping 125% tariffs on U.S. goods. Its Ministry of Commerce issued a cryptic warning, saying:

“Only the one who tied the bell can untie it.”

🤝 U.S. Is Open to Allies — But Not to China

While the U.S. refuses to engage with China directly, officials say they’re seeking trade deals with allies, including Japan, South Korea, India, and the EU.

Trump does not plan to speak with Chinese President Xi Jlnping at this time, confirmed U.S. Trade Representative Jamieson Greer.

Instead, the administration is working on building partnerships elsewhere — but concerns are mounting.

📉 Dalio: “Risk of Recession If This Goes Wrong”

Billionaire hedge fund manager Ray Dalio sounded the alarm Sunday, warning that poorly handled tariffs could push the economy into recession — or worse.

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