➀ Design for X has expanded to include considerations for tariffs;

➁ This now encompasses aspects from testing to manufacturing and security;

➂ The integration of tariff considerations aims to optimize the entire design and production process.

➀ Multiple Chinese tech companies have announced that the recent U.S. tariffs do not affect them due to existing sanctions that have already restricted their sales to the U.S.

➁ Companies like Cambricon, Huawei, Loongson, and Longsys have said that the new tariffs will not impact their operations.

➂ These companies rely heavily on domestic and international markets outside of the U.S. for their revenue.

➀ The U.S. is a significant buyer of foreign goods, with President Trump aiming to change this, but substitution will be difficult.

➁ The U.S. tariffs could be costly for the country and for those selling to the U.S.

➂ China and the EU buy less from the U.S., making retaliation less painful and less effective.

➀ The newly imposed U.S. import duties are likely to significantly increase the cost of storage devices due to their impact on HDD and SSD manufacturers.

➁ HDD manufacturers like Seagate, Toshiba, and Western Digital have complex supply chains with production in various countries, making them susceptible to high tariffs on Chinese-made drives.

➂ SSD manufacturers face challenges due to the 'country of origin' rules, potentially leading to increased costs if they are not assembled in countries exempt from tariffs.

➀ The author expresses confusion over the White House's approach to tariffs, suggesting it invites presidents and prime ministers to negotiate different tariffs.

➁ The author references Trump's playbook of making demands and then negotiating, noting Vietnam's offer to reduce tariffs to zero and Israel's promise to balance trade with the US.

➂ The author discusses the ideal of a tariff-free world, referencing Margaret Thatcher's influence on the EU to create a single market and Elon Musk's statement advocating for a zero-tariff situation between Europe and North America.

➀ Nvidia may avoid recent tariffs on its AI servers due to their production in Mexico, which accounts for 60% of their AI datacenter servers;

➁ The tariffs could potentially affect Nvidia's datacenter shipments to U.S. hyperscalers;

➂ Nvidia's DGX and HGX servers are sorted under U.S. Harmonized Tariff Schedule (HTS) codes that are exempt from U.S.-Mexico tariffs due to the USMCA trade agreement.

➀ Apple preemptively shipped five planeloads of iPhones, PCs, and other devices from India to the U.S. in late March to avoid paying 10% import duty in the U.S. and to stabilize prices temporarily in America.

➁ This move gives Apple an inventory buffer in its largest market, allowing it to assess the impact of new tariffs on its supply chain without urgency.

➂ Apple's manufacturing base spans several countries, with some models produced in India and others in China, Vietnam, and Texas.

➀ Over several decades, the price of televisions has decreased due to mass production;

➁ Samsung's TVs are produced in Mexico for the North American market, mitigating the impact of tariffs;

➂ Samsung offers a wide range of TVs, from entry-level models under $500 to high-end models like the $39,999.99 98-inch Neo QLED 8K QN990C.

➀ The United States has targeted China, its country with the highest trade deficit, with high tariffs.

➁ Additional tariffs have been imposed on exports to the US from countries with high import duties, such as India, Tunisia, and Algeria.

➂ The EU and China have also seen increased tariffs due to other practices, with China facing a rate of +54 percent.

➀ Ed 在内阁会议上因获得美国10%的关税率而受到祝贺；

➁ Ed 的成功归功于他在美国商务部的一个朋友，提前得知了计算关税的方法；

➂ Ed 在未公开之前就计算出关税，并在内阁会议上直接告诉首相关税率；

➃ Ed 作为英国与美国贸易的中间人，有望在即将到来的贸易谈判中获得丰厚的收益。

➀ Nintendo has delayed the preorder date for the Switch 2 console in the United States due to uncertainty over the impact of tariffs.

➁ The preorder was initially set for April 9, 2025, but has been postponed indefinitely.

➂ Concerns over the potential increase in prices due to tariffs remain a major issue.

➀ Semiconductor capital expenditures (CapEx) are expected to decrease to $155 billion in 2024, before increasing to $160 billion in 2025.

➁ TSMC plans a significant increase in CapEx for 2025, estimating between $38 billion and $42 billion, while Micron Technology is projecting $14 billion.

➂ The CHIPS Act has allocated $32 billion in grants and $6 billion in loans to support semiconductor manufacturing in the U.S.