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Jon’s musings on the tariff’s effects

  As can be expected, the latest battles in the U.S. trade wars have resulted in additional tariffs against exports from China and the prospect of more to come. The high-tech industry will encounter tariffs in a variety of ways and the move has resulted in uncertainty.  Add-in boards (AIBs) will mostly not be affected except for the low-end products. ...

Robert Dow

  As can be expected, the latest battles in the U.S. trade wars have resulted in additional tariffs against exports from China and the prospect of more to come. The high-tech industry will encounter tariffs in a variety of ways and the move has resulted in uncertainty.  Add-in boards (AIBs) will mostly not be affected except for the low-end products. Low-end AIBs are still built in China, but the midrange and high-end, the high ASP and margin products are mostly built in Taiwan, Viet Nam, and Singapore.  Power supplies and many motherboards are still built in China, although the supply
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