Macrofab Engineering Podcast

Tariff Impacts with Chris Church Chris Church The Chief Product Officer of MacroFab Founded MacroFab along with Parker Recent article Decoding Tariff Impacts on US Electronics Manufacturing What kind of items in the Tariff list will impact US Electronics Manufacturing? Passives, actives excluding ICs and diodes, mechanical components like switches, connectors, etc Assembled PCBs from China Shouldn’t see a huge impact from LEDs Short Term Impacts on the Market Pricing on most things won’t increase until existing stock gets depleted from inventory at US warehouses Initial impacts will be slightly increasing prices, potentially rapidly moving stock as buyers look to lock in current pricing Overall, we’re predicting from about 2%-10% increase in COGS for most electronics produced in the US until all ICs are included, at which point the impact to COGS will increase dramatically Long Term Impacts on the Market We’ll see more assembly shifting away from US to places like Mexico which have lower tari