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If you work in surface mount assembly, EMS, or anywhere along the electronics supply chain, you probably think of tariffs as something that happens upstream: raw materials, bulk commodities, maybe the occasional headache with Chinese imports. Steel and aluminum tariffs? That’s someone else’s problem. Not anymore. On April 2, President Trump signed a sweeping new proclamation that fundamentally restructures how Section 232 “national security” tariffs apply to steel, aluminum, copper, and their derivative products. The changes took effect on April 6, and the ripple effects are headed straight for the electronics industry.

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