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US-China tariff clash imperils chip supply chain, May turmoil looms

The Trump administration’s aggressive tariff policies have unleashed a new wave of disruption across the global electronics supply chain. Following China’s retaliatory move to impose an 84% tariff, Trump responded on Wednesday by raising tariffs on Chinese goods to 125%, while maintaining that Beijing remains interested in reaching an agreement. The escalating conflict has already begun to impact supply chains, with signs of halted shipments from major brands and mounting concerns over the ability to redirect sales to other markets.