1. Reciprocal Tariffs: Narrowing the Deficit, Boosting U.S. Manufacturing
1.1 90-Day Deferral in Place; 10% Global Tariff Still Applies
1.1.1 Timeline and Policy Rollout
1.1.2 China Faces Escalating Tariffs
1.1.3 Differentiated Tariff Measures on Key Trade Partners
1.1.4 Strategic Implications: A Shift from Multilateralism to Bilateral Leverage
1.2 Tariff Exemptions Extended to Key ICT Products
1.2.1 Initial Scope Covered Strategic Goods, Section 232 Items, USMCA Goods, and U.S.-Origin Components
1.2.2 Second Tariff Exemption List Focuses on Critical ICT Products the U.S. Depends on for Imports
2. Government Responses: Bilateral Negotiations and Countermeasures, Domestic Industry Support
2.1 Mexico, Japan, Vietnam, South Korea, Taiwan, India, and the UK: Engaged in Negotiations for Exemptions to Mitigate Impact
2.2 China, Canada, and the EU: Imposed or Planned Countermeasures to Safeguard National Interests
3. MIC Perspective
Appendix
List of Companies