北美硬件与存储及电子元件与设备 - 难以摆脱关税影响，元件相对更具优势

V i e w p o i n t | 06 Apr 2025 21:10:07 ET │ 10 pages North America Hardware & Storage and Electronic Components & Equipment Hard to Escape Tariff Implications; Components Relatively Better Positioned CITI'S TAKE We see significant impact across hardware from recent tariff announcements. Please see our initial thoughts below. Hardware Impacts – We see significant impacts to our hardware coverage given limited domestic manufacturing exposure and reliance on Asian manufacturing hubs now subject to reciprocal ...