📊Executive Summary

The White House has delayed the implementation of Section 301 tariffs on Chinese-made electronics, including GPUs and motherboards, from November 29, 2025, to November 10, 2026. This decision follows a recent tariff truce between the U.S. and China, aimed at preventing price increases on graphics cards and other components. The Consumer Technology Association has lobbied for this delay, emphasizing that alternative sourcing options remain limited. Despite the relief from tariffs, the article highlights ongoing price pressures in the market, particularly driven by demand from AI data centers, which is affecting the costs of components like DRAM and NAND. Procurement teams should be aware of the potential for continued price volatility and the need for strategic sourcing as the market evolves....