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Trump's Impact on Tech and China Supply Chains
Citi warns of potential negative effects on tech companies with significant China supply chain exposure due to a second Trump term and possible increased tariffs.
English
United States
PoliticsTechnologyChinaArtificial IntelligenceTradeInternational TradeEconomicsRisk
CitiLogitech InternationalAppleJuniper NetworksWestern DigitalCorning
Donald TrumpAtif MalikMike JohnsonJoe Biden
- What is the potential impact of a second Trump term on tech companies with significant Chinese supply chains?
- A second Trump term could negatively impact tech companies heavily reliant on Chinese supply chains due to potential increased tariffs on imported goods.
- How might Logitech's exposure to Chinese manufacturing affect its performance under a potential increase in tariffs?
- Logitech, with 40% of its manufacturing in China, has successfully mitigated past tariff impacts and aims to do so again; however, analysts' opinions are divided on its future performance.
- What strategy is Apple implementing to mitigate the risks associated with its heavy reliance on Chinese manufacturing?
- Apple, with over 90% of its manufacturing in China, is actively diversifying its supply chain, aiming to shift 25% of iPhone production to India by 2028.
- What is the nature of Juniper Networks' sourcing strategy, and how does it compare to companies with concentrated Chinese manufacturing?
- Juniper Networks possesses a diverse sourcing strategy, manufacturing across various locations like China, Malaysia, Mexico, Taiwan, and Vietnam, thereby reducing its dependence on any single region.
- Besides Logitech and Apple, which other companies were mentioned by Citi analyst Atif Malik as potentially vulnerable due to their China manufacturing exposure?
- Citi analyst Atif Malik identified several companies with significant China manufacturing exposure as potentially vulnerable under a Trump administration, including Western Digital and Corning.