Home
Creators
Search Recent Random
Posts
Search DMs Popular Hash Lookup Tags Random
Importer
Import FAQ
Register Favorites Keys Review DMs Logout
Community
Telegram ThePornDude
Home Creators Posts Import Register Favorites Logout

Tariffs (Die Shrink Telegrams) (Patreon)

Published:
2025-04-03 19:01:40
Imported:
2026-06
Tags:

Content

Whelp, we noticed - unsurprisingly the biggest subject you were all talking about in the MLID discord yesterday...was not the Nintendo Switch 2...it was Tariffs....so let's talk about it!

Tom & Dan already are making purchasing decisions based on these developments, and we'd be happy to share what we are prioritizing right now as a result of them. Write in below with questions, concerns, and thoughts on what's going on - but be as concise and respectful as you can be! You have ~5 hours to submit!

https://youtu.be/L2oxiK9APIE?si=YTVD6v1T0ebtBQ6o&t=1064

https://www.reuters.com/markets/wealth/global-markets-tariffs-graphic-pix-2025-04-02/

https://www.cnn.com/2025/04/03/economy/what-more-expensive-price-increase-new-tariffs/index.html

https://www.techpowerup.com/335012/us-exempts-semiconductors-from-taiwan-tariffs-but-chip-making-equipment-remains-on-the-list

Comments

Manolis Ragkousis

Will the tariffs affect electronic's prices in the EU?

Fred Fredburger

This may be beyond your expertise, but how do you expect this to affect consumer goods beyond computers and electronics. I expect its bad but for me I'm mostly interested in how much groceries, fuel, electricity, etc. might jump in price.

Dark Side of the Force

This has been long time coming, so I am not sure why everyone acted so surprise about it. Personally I've managed to grab a gaming laptop I wanted about 2 weeks ago in anticipation of it. I think people are getting too emotional about the tariff, nevertheless I believe it's better to adapt and plan ahead rather complaining about it. Maybe complain a bit, but actions matter more.

Woody Chang

Hi Tom and Dan, How much of prices rising is due to the raw materials tariffs vs completed materials tariffs vs shipping cost increases from all the above? Unfortunately, I suspect that even if there are exceptions made for electronics and their components, companies will still blame tariffs in general as a reason to raise prices anyway. Consumers seem to lose in all scenarios here...

coltmarshmallow

HI Tom and Dan, If I take $700 9070XT as a case study. Does US tariffs mean prices in the world stay the same or go up 30% ( $910 ) worldwide ? Thanks

kjm015

This month's wave of tariffs will likely cause prices of all consumer goods to skyrocket across the board and send the US economy into a protracted depression, possibly for years to come. I've been holding off on upgrading my Alder Lake platform. I figured I could probably get another year of use out of it, but it's seeming entirely possible that prices could double in that amount of time. Should I take the hit and spend the money for a Zen 5 platform migration this weekend, or should I just put the money towards building a prepper stash of canned food and toilet paper?

SaltyInternetPirate

Let's take our minds off the stupidities beyond human comprehension and think about distractions. What movie or show are you most looking forward to in the coming months?

AI Generated Fish

I don't think trump understands the point of tariffs. For example, Dell used to assemble their computers in the US, they don't any longer. Even with the tariffs, they couldn't switch to domestic manufacture in that volume, even if they wanted to, within his presidential term. So it's not serving any beneficial purpose for our consumers/economy. As for changes in purchasing decisions: I have a trip planned this year. Rather than wait on a Blackwell laptop, I bought a 2024 g16. It's not EXACTLY what I wanted, but I saved a significant amount and don't have to worry.

AI Generated Fish

Possibly if companies try to amortize the expense instead of passing it onto just us consumers.

Falto

Is the switch's 2 pricings (450 for console and 80-90 for games) due to the anticipated tarrifs? Or something else?

Cleansweep

I've been holding off on buying parts to update an old Intel PC with a Zen 5 APU. Should I grab the mobo, RAM, and SSD now, and sit on them, then eat the tariff markup when the new APUs drop? Or should I hold off and hope the tariff situation resolves itself by the time the new APUs hit the market?

Sarcastro

I've already set up a network of out of work intel engineers to swallow condoms full of Canadian maple syrup to bring across the border. When you think of sticky, think Sarcastro.

Kiln God

I actually lived in Australia back in the 1970s when Australia had relatively high tariffs. In my experience prices go up by about 2x the tariff percentage. The "implemented" baseline 10% tariff is huge as it applies to energy imports and will simply add to the cost of everything. The other tariffs appear to be more for negotiation ploy but since the US is a debtor nation I feel this is a national "emperor has no clothes moment". Worse 60% of Americans don't have any savings to speak of so they will want wage increases to keep up with the tariffs. As far as a good case in point, the US has had a 25% tariff on small trucks since forever. Hence a new small pickup is $37,000 when it should be $10,000 less, the difference is the price sits very high as importers can't get enough volume to discount an imported truck at all.

Nicholas Buckner

"Vision without action is a dream. Action without vision is a nightmare". Why does this feel like a nightmare? If tariffs cause a sudden need for American workers, this would cause further inflation, on top of what the tariffs cause for price increase. But also assuming tariffs don't affect semiconductors, wouldn't this just hasten robots taking "our" jobs? As a programmer, the average LLVM can only be trusted with some boilerplate, so... this might not come soon, and if it does come, it might be just be barely better than a low-skill human worker. How is this not a nightmare for the next few years?

Amiablechief

Hi aTOMic and DANomite! I was going to wait a few months to try and more easily get my hands on a 9070XT and upgrade to a new monitor as well. I’m chugging along on a reference 6700XT but wanted a resolution upgrade to at least 1440p@240. Now I’m thinking even if 9070XTs are available, prices will be closer to 900-1000+ and I can all but forget about that monitor. Am I dooming? What would you guys do?

Kiln God

I saw a Sapphire Pulse 9070xt on Amazon for prime customers at $750 yesterday, the morning of the tarriff announcement. I'm guessing this will be the last I see at a low price for some time to come. I snagged a 9070xt two weeks ago from NewEgg for $850 including a fairly good power supply. I thinking the new pricing will be between $825 and $1025, we will quickly see where prices settle. Sadly though tariffs cause sales to slow and then things get ugly, we will see petty theft go up and volume shrink a lot. Imagine a PlayStation 6 starting at $849.

Chris Rijk

Due to the trade war, when the global economy implodes, taking the AI bubble down with it, will Nvidia remember they sell GPUs for gamers again? Will the remaining gamers with jobs forgive them?

A_S_D_666

hi Tom and Dan, love the show so Trump's tariffs were announced and it includes a flat 10% tariff... and a 32% tariff on Taiwan. which would seem to confirm another round of federal funding for Intel Foundries at least, and Intel announced the 18A node had entered production... but WCCFtech as of 24/2 seemed to confirm the yields were as low as 20% to 30%. are you or your sources able to verify the quality and quantity of the yields coming out of Intel Foundries at all? (you may have noticed i already asked this question in reader-mail-general in the discord, sorry for the double post) also i run a 5700X and my plan originally was to skip AM5 and jump straight to AM6, now the tariffs have been announced (i live in the UK, so 10%, i'm mostly insulated so far) do you know what's going on with a potential AM6 or whatever's going on with the socket Intel is jumping to after LGA 1851 has run it's course? if it's within 4 years then i might need to adjust my plan, i dunno. thank you!

JonWickBoomStik

This is part of the perception of the economy where you will act in such a way that your perception of the economy will become real for you. For example, if you think prices will increase to X degree based on certain variables you may say I have to buy this now before prices go up. If enough people act in a similar way the demand for those products go up, supply goes down and hence the prices increase as a result even if nothing has taken place to affect those prices other than the perception of a shortage. It's a fact tariffs have happened and how each country, company, and consumer react will vary based on how they perceive the economic impact. The federal reserve also enacts this "credible threat" of raising or lowering of interest rates and the markets respond on their perception of what they will do even if nothing ever changes or takes place. Hence the federal reserve gets the outcome they desire without ever having to increase or decrease rates.

Wund3rBr3d

Hey Tom and Dan. From your leaks, Zen 6 looks like it will be an exciting architecture. However, if a 32% tariff is in effect for Taiwanese goods, and AMD moves to the more expensive N2x node, could Zen 6 flop for simply being too expensive? (TSMC is currently exempt from the tariffs, however, reporting today is suggesting semiconductor tariffs will be coming next month.) Edit: this might be a dumb question given that we have no idea what tariffs would look like at the Zen 6 release lol 🫠

Jen-Hsun Huang, AI is not circular

Any 50-series GPUs priced over MSRP have nothing to do with my company, Nvidia, and everything to do with AIBs, distributors, (R)Etailers and DJT. We are sacrificing our margins in data center to ships tens, no, dozens, of GPUs to satisfy the gaming market demand!

Jen-Hsun Huang, AI is not circular

How much profit will AMD be willing to lose to keep sales/marketshare rising with RDNA4 inside the US? What price for an upper midrange/lower high end (9070 XT & 5070ti) GPU meeting demand at in the US?

Planet 9

Tariffs will certainly affect the executive decisions at game studios either through direct cost, or a reduction in consumer spending. How do you think this will affect games that begin, endure, and/or finish development during this period?

Kiln God

I believe the best quote of the day goes to Peter Schiff "The rest of the world is about to boom, as they will be liberated from having to subsidize the US economy," I'm not a fan of Peter but I found the quote humorlessly truthful.

MarvoloRiddle

I am about to move from my current apartment when my lease ends and thought it wise to wait and get to my new place before purchasing any hardware. Do you think that is still a wise idea with the current tariff announcements? Also the tariffs won't have an immediate impact on prices (or at least they shouldn't) since there is still stock of some items available that was not subject to tariffs, do you think manufacturers will raise those to tariff prices to enjoy the higher margins on those products anyway? I'm guessing yes but I hope not.

Felix Huang

How are tariff price calculated for "partner" or "oem". For example, dell's prebuilt has a 4080, is the tariff on the $1400 market price or the reduced bulk pricing that dell could up sell? What about Asus Global to Asus USA?

Wirerope

How do you think this will effect my chipotle order? That b is already like 18$ 🫠

Nathan Schied

Those that you listed are mostly already supplied internally. Certain specific groceries may rise if they're imported, but most won't, and we have plenty of oil, we just need to "drill baby drill" as he said. The US still has decent production of base materials, for example lumber, but most things that are manufactured will be hit hard, like when that lumber gets turned into furniture then shipped back here.

Trevor Renfro

I'm curious if the tariffs influenced the Nintendo Switch 2 price in the USA. Inflation would put the Switch 1 around $390 from the $300 in 2017. That's still a sizable gap from $450 (more than 15% increase after inflation).