Tariff fears Excessively highly flying optimism in US imports

Taiwan jumped in front of Mexico this year and China for imports in a wide category of computers, which includes artificial intelligence servers.

ustradenumbers.com

This is a story of gold and computer servers.

Switzerland and Taiwan, Europe and Asia, the past and the future, the story of trepidation and optimism and in both cases of air cargo.

It is a story about how the golden bars increased to a stunning value of $ 30.44 billion, President Trump drank his second term, and then fell more than 99% to $ 189.13 million in June, why it happened.

It is a story about how the computer, including servers, rose 54.12% in the same time. As the category existed stable and certainly at 21.48 billion dollars in June, while the total American import slid 16.32% – and why this happened.

It is a story about how to narrow the American trafficking trafficking, and optimism among American techniques overshadowed the fears of investors at Wall Street.

In the middle is the main street, the companies of large and small and small hopes to benefit from artificial intelligence, but dedicated more attention to the almost notion of the impact of tariffs on their companies.

The import of gold in the United States has risen abruptly by increasing the price of gold – as the investor community has achieved safety in the middle of slowing risks from the Trading War.

AFP via Getty Images

But first, it was a golden story about how Imports in Switzerland rose in winter in the winter of Tariffs for threats to tariffs and the influence of Trump Presidency. The import of gold is generally considered a safe haven in difficult times JFK International Airport Port in 1 year in the country in January and February. The Golden Category (HS 7115) ranked as a nation. Direction based on 1-ranked imports of the same two months. Then slide everything to no. 198 in June.

By the time President Trump announced 39% tariffs on Swiss import, alarmed abruptly increasing the American deficit, The golden rush was overthe demand that is located.

Then, as we moved from the winter to spring and in the summer, crosses stories. It moves to the story about how a wide category of computers (HS 8471) became imports 1 in April, can and continue in June.

It happened with constant growth, such as Microsoft, Amazon and Member of Facebook and Google outflow Hundreds of billions of dollars in a race of artificial intelligence. They and their suppliers were bought, they were buying, built and surrounded that they would change the global economy as Microsoft changed the world at the ERA personal computer and is just as deep as Facebook, Amazon and Google changed the world from the zone of the Internet.

It is a race for the future, not withdrawing on security. It is not clear who will be proven to be right. Will the tariffs that have Quadruple this year Send an economy into a recession or to go unnoticed to a great extent? Will the promotion and prove that they are at first elusive or quickly come?

Are large technical companies really react from optimism or are at least at least a FOOM – fear of disappearing?

One thing is certain: that gold imports increased, and then fell, the computer category exceeded 4.29% of all imports of the United States in 2024. To 5.74% during the first six months to the acceleration sign – 8.09% in June.

In order to submit a small perspective, the value in the computer category was 42.12% higher than the second category of passenger vehicles and 90.68% higher than oil, third imports.

Within that computer category is subcategory (HR 847150), where servers are counted. The global imports this year increased by 135.40%, largely feeding in the International Airport in Chicago O’Hare International Airport and Port Aneledo in Texas.

In Taiwan, numerous companies benefited from this spill of enthusiasm and dollars. In American imports in the category of computers, Taiwan saw that his market share is growing from 18.57% of the share behind Mexico and China for 2024. To 35.19% in June this year, in front of not only Mexico, but China, and then China.

Taiwan, with that import, catapulted at Record no. 4 Ranking all American trading partners for the value of its store in June. And here are three additional statistics:

• He ranked no. 1 among all peoples traded with the United States for the value of his airfree.
• His trade has increased more than any other US trading partner in June, in the amount of $ 7.42 billion.
• His store was the second fastest growth rate (53.85%) among the first 50, which made up 95.45% of all American stores.

Taiwan adds another part to this story. It is a story about another big technology Tech, Taivan’s Fokconn, who was a kid Apple’s incredible increase. Today, that’s Business AI server crosses your iPhone business. Although a number of Taiwanese companies are involved, Fokconn caught another tiger from the tail and controls 40% of the global market and server.

Although global imports of servers increased by 135.40% from January to June, the American imports of Taiwan has grown 583.27%, with O’Hare Registration of 994.05% and Lax increase 804.30%. The two of them consisted 51.24% of the total number. Dallas Fort Worth International Airport server imports from Taiwan in June rose 104.70% from January, probably feeding the Texas server market.

Within trade data, goods are a story of competitive attention for attention: gold and security provided in times of distress and computer servers and promises held at the dawn of an artificial intelligence. It’s a story whose end is yet to be written.