Friday, April 11, 2025

The moves companies have already made as they navigate Trump's tariffs

Containers at Yangshan deepwater port in Shanghai, China
Containers at Yangshan Deep-Water Port in Shanghai. Trump on Wednesday announced plans to increase his tariff against China to 125%.
  • Companies took swift action in response to Trump's barrage of tariffs.
  • Some companies, like Nintendo, paused some US preorders, and others said they would raise prices.
  • After Trump announced a 90-day pause on many of the tariffs, some have begun to change course.

While plenty of companies signaled they would take action in response to Trump's flurry of "Liberation Day" tariffs, some acted swiftly to implement changes.

Some have gone so far as to enact price hikes while others have paused some sales in the US while they figure out a path forward. Other companies have slowed factory production.

But the situation continues to be highly dynamic. Amid volatile markets, Trump on Wednesday announced a 90-day pause on many of his retaliatory tariffs while leaving in place 10% baseline tariffs. (He also announced he's increasing China's tariffs by another 125%).

China, for its part, hit the US with a 125% tariff on American imports, a move that prompted Tesla to stop offering the Model S and Model X to buyers in China as both models are manufactured in the States.

As the situation fluctuates on a seemingly daily basis, BI has contacted the companies below to ask if they plan to change course in light of the tariffs. Some businesses said they already had.

Here's a rundown on what major businesses have done in response to the tariffs — and which are reversing course already.

Nintendo delayed Switch 2 preorders in the US
Nintendo Logo Earnings
Nintendo pushed back the April 9 Switch 2 preorder date for its US customers.

Nintendo fans in the US have been left in limbo as the company delayed a previously announced preorder date for its highly anticipated Switch 2 game console.

American customers will no longer be able to place preorders on April 9, the company told Business Insider, though Nintendo says it plans to "update timing" in the future.

"Pre-orders for Nintendo Switch 2 in the U.S. will not start April 9, 2025 in order to assess the potential impact of tariffs and evolving market conditions," the statement read. "Nintendo will update timing at a later date. The launch date of June 5, 2025 is unchanged."

Canadians are in the same boat and will have to wait to hear when they can preorder the device.

Micron is reportedly imposing a surcharge
The Micron logo sitting atop a computer keyboard
Micron is reportedly adding a surcharge to its products.

Micron, a chipmaker based in Boise, Idaho, plans to impose a surcharge on its products, which include SSDs and memory cards, Reuters reported.

The Reuters article quotes an anonymous executive at an "Asian NAND module manufacturer."

"If they don't want to bear the taxes, we cannot ship the products," the executive told the outlet. "We cannot be held accountable for the decisions made by your government."

Jaguar Land Rover paused US shipments
Jaguar Land Rover
Jaguar Land Rover has paused shipments of its cars to the US.

Contending with a 25% tariff on imported automobiles, UK-based Jaguar Land Rover has paused shipments of its cars to the US.

A spokesperson for the company told BI that the US is an "important market for JLR's luxury brands."

"As we work to address the new trading terms with our business partners, we are enacting our short-term actions including a shipment pause in April, as we develop our mid- to longer-term plans," the spokesperson said in a statement.

Audi initially made a similar move before resuming imports
Volkswagen factory
Audi is holding cars that arrived in US ports after April 2.

Audi, Volkswagen's luxury arm, initially put a pause on sending its cars from Europe to the US.

A spokesperson told Reuters earlier this week that the company had about 37,000 cars in local inventory and would hold cars that arrived in US ports after April 2.

On Thursday, an Audi spokesperson told BI that "there is no import stop."

"However, the changing landscape remains complex, and we continue to work to find the best path forward," the spokesperson added. "We will share further information as available."

Stellantis paused production at its plants in Canada and Mexico
The logo of Stellantis is seen on the company's building in Velizy-Villacoublay near Paris, France, March 19, 2024.
Stellantis is slowing production in Canada and Mexico.

Stellantis has paused production at assembly plants in Windsor, Canada, and Toluca, Mexico — after Trump issued an executive order to charge a 25% tariff on all goods that "aren't compliant with the United States-Mexico-Canada Agreement."

As a result, 900 workers have been temporarily laid off from US plants, a spokesperson for the company told BI.

"As a result of pausing production at several of Stellantis' Canadian and Mexican plants, there will be temporary layoffs at the Warren Stamping and Sterling Stamping plants (Michigan) as well as the Indiana Transmission Plant, Kokomo Transmission Plant and Kokomo Casting Plant (Indiana)," the spokesperson said.

Operations at the Windsor plant are set to resume the week of April 21, the spokesperson said. No date was given for when the plant in Toluca would begin production again.

The laptop maker Framework halted some US sales and delayed preorders for others
A photo of one of Framework's upgradable laptops.
PC maker Framework has paused sales of certain laptop models in the US, citing tariffs.

Framework, a San Francisco-based PC maker, initially halted sales of some of its laptops in the US, citing the 32% tariff levied against Taiwan.

"We priced our laptops when tariffs on imports from Taiwan were 0%," the company posted to X earlier this week. "At a 10% tariff, we would have to sell the lowest-end SKUs at a loss. Other consumer goods makers have performed the same calculations and taken the same actions, though most have not been open about it."

The pause, it added, would be temporary.

Framework also announced on Bluesky that it would delay preorders for its Laptop 12 from the US, which were set to begin on April 9. It said that customers from other countries would be able to preorder as usual.

"We're incrementally making adjustments for US customers as tariff impact comes into effect, starting from changes that are most reversible," the post read. "That is, temporarily delisting SKUs or delaying listing new SKUs is easy to undo if we see tariff reduction or mitigation."

In light of the new 90-day pause on tariffs, the company said on Wednesday afternoon that pricing would return to normal.

"With the latest update on tariffs as of a few minutes ago, we're returning our system pricing to where it was before this change," the company said on X. "We're working on this now and will have more updates soon."

Gaming giant Razer removed some laptop listings in the US
Razer Store
Razer no longer allows US customers to preorder its Laptop 16.

Razer has removed its Blade 16 laptop from its US site. The Internet Archive shows the laptop was still available for purchase as recently as April 1.

The product page for the "Razer Blade 16" now only allows the user to click "notify me."

The option to preorder a laptop was removed just one day before Trump announced his sweeping tariff plan.

Tesla is no longer taking orders in China for models imported from the US
Tesla parking lot
Tesla is no longer taking orders in China for Model S sedans and Model X sport utility vehicles.

Tesla is no longer taking orders in China for Model S sedans and Model X sport utility vehicles, which are imported from the US.

Though Trump backed down on most of the tariffs he imposed on "Liberation Day," a 125% tariff against China remains in place. On Friday, China announced an equivalent 125% tariff against any products brought in from the US.

Tesla has removed the "order now" buttons from its Chinese site for the models in question.

Is your company making a change due to tariffs? Contact the reporter via email at sperkel@businessinsider.com

Read the original article on Business Insider


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