Trump Tariffs Forced a Huge Shift in Electronics Supply Chain as China Imports Plummeted; Vietnam the Main Winner

Published August 18, 2025

The global supply chain for electronics has scrambled to adjust to President Trump’s tariff regime. After witnessing a surge in Q1 2025, imports continued at a strong pace in Q2, but with a big shift away from China. This analysis is based on import data released by the US International Trade Commission (ITC), showing that the supply chain for electronics has already reacted to the increased tariffs by shifting imports away from China and toward Vietnam, India and other countries.

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Written by

Bob O'Brien

[email protected]

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