President Donald Trump’s 10 percent tariff on goods imported from China has been in effect for nearly a week. Ahead of the tariff going into effect, I wrote that “Big Tech has been silent on Trump’s tariffs” — almost no one in the industry had a public reaction or said how they would respond. A week later, that hasn’t really changed.
Myself and my colleagues have contacted a wide range of tech companies multiple times since the tariffs on China (and the now-paused tariffs on Canada and Mexico) were announced at the beginning of the month. Here’s what we’ve heard back – or haven’t heard:
- Google spokesperson Jose Castaneda, Microsoft spokesperson Kate Frischmann, Nvidia spokesperson Stephanie Matthew, and Sony spokesperson Kishore Sawh have declined to comment.
- Canon USA, via a generic press email address with no stated spokesperson, said that “Canon U.S.A., Inc. continues to monitor the situation regarding the tariffs.”
- DJI, also via a generic press email with no stated spokesperson, said that “we are assessing the impact internally and will be able to share more details once we complete the full evaluation and receive guidance from the USTR or other relevant departments.”
- Amazon, Apple, Google, Meta, Nintendo, and Samsung have not commented.
- Other companies that haven’t commented include: Alibaba, AMD, AT&T, Best Buy, Broadcom, Dell, EchoStar / Dish, Fujifilm, HP, Intel, Lenovo, LG, Logitech, Newegg, Nikon, Panasonic, Philips, Qualcomm, Shein, Target, TCL, Temu, Texas Instruments, T-Mobile, Verizon, and Walmart.
Just about every Big Tech company makes and ships products from China, so the tariff means higher costs to bring those products into the country. Those higher costs are often passed onto consumers, so if the tariff stays in effect, it seems likely that the companies will raise prices on their products or otherwise see their margins decline.
There are a handful of reasons why companies may be hesitant to comment. It might take time for the companies to feel the effects of the tariff and know how it might impact their businesses. The Trump administration is chaotic, so companies may be waiting to see if the policy changes or gets put on pause, as it already has for Canada and Mexico. The administration is also vindictive, so the companies may not want to draw the ire of the president by blaming the tariffs for hurting their business.
Automakers, on the other hand, have been more vocal.
- BMW: “BMW does not base our long-term strategic plans on political policies or incentives,” BMW Group’s Phil DiIanni says in a statement. “Free trade, which has always been a guiding principle for the BMW Group, is of immense importance worldwide: It is one of the most crucial drivers of growth and progress. Tariffs, on the other hand, hinder free trade, slow down innovation, and set a negative spiral in motion. In the end, they are detrimental to customers, making products more expensive and less innovative.”
- GM spokesperson Liz Winter and Stellantis spokesperson Jodi Tinson both directed me to the American Automotive Policy Council for comment. I’ve emailed the council.
- Ford: Spokesperson Dan Barbossa pointed us to Ford CEO Jim Farley’s comments on the tariffs made during last week’s earnings call.
- Mercedes-Benz: “Free trade and fair competition ensure prosperity, growth and innovation,” according to a “general statement” from spokesperson Andrea Berg last week. “If a general trend towards protectionism gains a foothold, this has negative economic consequences for all stakeholders involved. This cannot be in the interests of politics, business and society. Mercedes-Benz therefore supports a liberal trade order based on WTO rules. This includes the principle that all participants find the same conditions.” Berg also pointed us to the Autos Drive America Association, which has a statement here, and the Alliance For Automotive Innovation, which I’ve emailed for comment.
- Volkswagen: An unnamed Volkswagen spokesperson told CNBC that that the company is assessing the potential impact of the tariffs. “At the same time, we continue to promote open markets and stable trade relations,” the spokesperson said. “These are essential for a competitive economy and for the automotive industry in particular. We are counting on constructive talks between the trading partners to ensure planning security and economic stability and to avoid a trade conflict.”
Tesla hasn’t replied to a request for comment.
The tariffs have already led to some turmoil for shipments and deliveries. Trump briefly removed the de minimis exemption, which allowed packages valued at less than $800 to enter the US duty free. That led the USPS to briefly stop accepting parcels from China and shoppers seeing additional fees on shipments from other carriers. But on Friday, the Trump administration temporarily paused the removal of the exemption until the process could be made more orderly.
Trump said this weekend that he plans to also announce 25 percent tariffs on steel and aluminum on Monday, according to the Associated Press.