The exemption is particularly important for major players in the tech market, including Apple, which reportedly sources approximately 80% of its iPhones for the U.S. market from China, while the rest comes from India. In light of these developments, Apple, alongside other smartphone manufacturers like Samsung, has been actively working to diversify its supply chains to reduce dependence on Chinese production. Emerging manufacturing hubs in India and Vietnam present viable alternatives.

Previously, Trump had proposed imposing significant tariffs on various countries, but he later introduced a temporary pause for those nations not retaliating against U.S. tariffs—excluding China, which saw a tariff increase to 145%. The White House characterized these moves as negotiation strategies aimed at achieving more favorable trade agreements while tackling perceived global trade inequalities.