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Apple’s Second-Biggest Supplier Says to Expect Empty Shelves Due to Trump Tariffs


Pegatron warns of looming electronics shortages in the U.S. as Trump’s unpredictable China tariffs disrupt global supply chains, leaving companies like Apple scrambling to adapt.

When Trump unveiled his new “reciprocal” tariff plan earlier this month—including a 34% duty on Chinese imports—Apple rushed to shift stock and adjust its supply chain to dodge the worst effects. Then, as Trump escalated to a staggering 145% tax, Apple began the complex process of moving some of its production from China to India, where the current tariff is a more manageable 10%. Roughly two weeks into the standoff, Trump said he’d exempt products like smartphones and laptops from the tariffs—a brief moment of relief for companies like Apple and its partners.

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