China's Rare Earth Curb ‘Panics' US Defence Sector, Trump Spares Smartphones, Computers From Tariffs

The Trump administration exempted key consumer electronics from tariffs, easing strain on US tech firms during the China trade war. Items like smartphones, laptops, and semiconductors—mostly imported from China—were spared, benefiting Apple, Dell, and Nvidia. Trump hinted at future semiconductor tariffs and a national security probe. Meanwhile, China restricted rare earth exports, threatening US military tech programs. Taiwan began tariff talks with the US, aiming to reduce levies. These moves underscore global tensions and growing concerns over supply chain vulnerabilities. 00:00 - INTRODUCTION02:23 - TRUMP TO TARGET SEMICONDUCTOR IMPORTS?03:32 - CHINA’S RARE EARTH EXPORT CURBS PANIC US DEFENCE SECTOR05:20 - TAIWAN HOLDS FIRST TALKS WITH US ON TARIFFS n18oc_world n18oc_crux