The beautiful country suddenly announced that starting from April 5, it will cancel the 125% high tariffs imposed on Chinese smartphones, routers, and other technology products, involving specific HTS classification products. At first glance, this seems like just a simple adjustment of import policy, but the signals behind it are far more significant.
What does this tariff exemption mean?
Price drop, risk of cooling tech consumption reduced: The import costs of smart devices will decrease, which is expected to alleviate the pressure of rising terminal prices. This is a real boon for industries that rely on these hardware, especially companies related to AI, 5G, and edge computing.
Return of traditional tech supply chains, manufacturing links may flow back or slow down: Previously, many manufacturers moved assembly lines to Southeast Asia to avoid taxes. Now that the pressure is relieved, some of the chains may realign back towards China.
Deep impact on the crypto industry: Don’t forget, mining machines, node servers, and many DePIN (Decentralized Physical Infrastructure) projects are all dependent on these devices. If future taxation on mining-related products is relaxed, it means the procurement cost of computing power will decrease, and the operating costs of network infrastructure are also expected to decline.
More importantly: This is a “soft signal” — relaxation of trade barriers may lead to a warming of capital risk appetite. In the late stages of a cycle dominated by risk-averse sentiment, such benefits will gradually accumulate emotional momentum, paving the way for the next round of digital asset market trends.
This wave of “tariff reduction” is not a simple concession but an inevitable action by the beautiful country under supply chain restructuring and domestic demand pressure. And savvy markets are always able to interpret these turning signals in advance.
Technology cools, digital warms. Perhaps, the fuse for the next market trend has already been quietly ignited.
