同样，惠普和戴尔也要求其供应商在11月和12月提高零部件产量。此外，作为全球最大的两大PC电脑制造商，这两家公司都在审查2025年的采购计划。① Technology companies such as microsoft, hp inc, and dell are stockpiling electronic components from china due to concerns about the tariffs that may be imposed after trump takes office; ② In response to trump's threat of tariffs, executives in the usa electronic industry warned that some of the costs of tariffs may be passed on to consumers, raising the prices of electronic products.
According to a report on November 28 by caixin, as the inauguration date of the usa president-elect trump approaches, microsoft, hp inc, and dell are stockpiling large quantities of electronic components from china to cope with the impact of high tariffs on chinese commodities that may be imposed once trump takes office.
Reports indicate that microsoft has instructed its suppliers to prepare extra components for its cloud computing service infrastructure in November and December to mitigate the potential cost pressures from the upcoming tariffs and ensure normal operation of the enterprise.
Similarly, hp inc and dell have also asked their suppliers to increase the production of components in November and December. Additionally, as the two largest pc manufacturers in the world, both companies are reviewing their procurement plans for 2025.
On Monday evening local time in the usa, president-elect trump stated that he will impose a new tariff of up to 25% on goods from canada and mexico starting on his first day in office through an executive order. At the same time, he absurdly claimed that he would impose a 10% tariff on goods imported from china.
On Tuesday, east coast time, hp inc ceo enrique lores mentioned during the earnings call regarding trump's tariff issues that some of the costs resulting from trump's tariffs will have to be passed on to consumers.
Best buy ceo corie barry also stated during the earnings call that trump's tariffs will raise prices for consumers in the usa, and personal electronics in the usa may become more expensive.
On November 28, the chinese ministry of commerce held a regular press conference. A reporter asked about trump's statement that he would impose a 10% tariff on goods imported from china starting on his first day in office. What is the chinese ministry of commerce's response to this? Ministry spokesperson he yadong stated that china's position against unilateral tariff measures has been consistent. The usa should adhere to wto rules and work with china based on the principles of mutual respect, peaceful coexistence, and win-win cooperation to jointly promote the stable and sustainable development of china-usa economic and trade relations.
