US President Donald Trump has mentioned to assessment the tariffs put in on the electronics sector, which can be seen on the Indian inventory markets. Specialists say that because of this, shares of home electronics manufacturing firms like Dixon Applied sciences, Kanes Tech, PG Electroplast, Amber Enterprises, Sirma SGS could make headlines on April 15 tomorrow. Trump’s assertion and alter in tariff coverage mentioned in a press release on Sunday that he mentioned in a press release this week Will assessment the tariff on the provision chain. He wrote on his social media platform ‘Fact Social’, “We’re beginning a nationwide safety tariff investigation on the semiconductors and the whole electronics provide chain.” Trump’s assertion got here two days after the announcement when he introduced a short lived low cost of some merchandise from 10% flat tariffs on client electronics to be imported from China. Nevertheless, on Sunday, he made it clear that these exemptions are solely a change within the separate class of tariffs, and these merchandise will quickly come beneath the semiconductor tariff. US Commerce Secretary Howard Lonik additionally mentioned, “These merchandise are ignored of reciperoot tariff, however now semiconductor will come beneath the tariff, maybe within the subsequent one or two months.” Indian exporters will get the good thing about this non permanent aid, Indian electronics firms shall be anticipated to get direct advantages, as a result of Shopper Electronics shall be competent to America, in comparison with China, ICA. The chairman of Pankaj Mohindru mentioned, “There isn’t a tariff on smartphones, laptops and tablets despatched to America from each India and Vietnam. There may be nonetheless 20% tariff on these merchandise coming from China. This can give a giant competitors to India and Vietnam.” India and Vietnam will get a giant competitors profit. “Electronics Exports Exports of India has elevated quickly within the years. For instance, Apple Inc. assembled $ 22 billion iPhone in India in 12 months ended March 2025, which is 60% larger than the earlier yr. This can be a clear indication of declining China’s dependence within the provide chain. The shares of Dixon Applied sciences climbed 7% to shut at Rs 14,260 on the Chalshukarwar of the weelars. PG Electroplast recorded an increase of 8% and closed at Rs 920. The shares of the remainder of the electronics firms additionally noticed an increase of as much as 5–10%. Rayindia Electronics and Semiconductor Affiliation (IESA) President of the Specialists, Ashok Chandak mentioned, “Electronics manufacturers need to unfold their manufacturing community because of world enterprise stress and tariff uncertainty. It’s a strategic alternative for India. He additionally added that India must construct long-term competitors capabilities to benefit from this chance. Moneycontrol advises customers to seek the advice of an authorized skilled earlier than making any funding resolution.
