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US tariffs delay notebook production, raising concerns for 2025 growth

The Trump administration has imposed reciprocal tariffs globally under the guise of equal tariffs, causing significant concerns within the notebook (NB) supply chain regarding production location planning and shipment forecasts for 2025. According to industry sources, a full-year shipment estimate cannot be provided at this time; however, if US tariffs are enforced, the consumer market will undoubtedly suffer severe damage.