The Trump administration has excluded smartphones and other consumer electronics from its steep “reciprocal” tariffs in a significant boost for Big Tech as the White House battles to calm global markets after launching a multifront trade war.

According to a notice posted late on Friday night by Customs and Border Patrol, smartphones, along with routers, chipmaking equipment, wireless earphones and certain computers and laptops, would be exempt from reciprocal tariffs, which include the 125 percent levies Donald Trump has imposed on Chinese imports.

The carve-out is a big win for companies such as Apple, Nvidia and Microsoft, and follows a week of intense turbulence in US markets after Trump unleashed a trade war on “liberation day” on April 2. The announcement rattled global investors and triggered a stock market rout.

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Samsung has turned to Chinese technology groups to prop up its ailing semiconductor division, as it struggles to secure big US customers despite investing tens of billions of dollars in its American manufacturing facilities.

The South Korean electronics group revealed last month that the value of its exports to China jumped 54 percent between 2023 and 2024, as Chinese companies rush to secure stockpiles of advanced artificial intelligence chips in the face of increasingly restrictive US export controls.

In one previously unreported deal, Samsung last year sold more than three years’ supply of logic dies—a key component in manufacturing AI chips—to Kunlun, the semiconductor design subsidiary of Chinese tech group Baidu, according to people familiar with the matter.

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