GEPC launched with Jabil, Flex, Plexus, TSMC, TTM, and AT&S to advocate on tariff policy. Mid-market OEMs face identical tariff exposure but lack the operational tools to manage it at the program level.
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Compliance
What the Global Electronics Policy Council means for OEMs without a seat at the table
Rip-and-replace mandates and tariff cost: sourcing compliant telecom equipment under Section 301
Huawei and ZTE equipment – along with other manufacturers on the FCC’s Covered Equipment List – entered the US under HTS heading 8517, which covers telecom switching, routing, and transmission equipment. Subheading 8517.62 specifically captures machines for the reception, conversion, …
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Does it qualify? How FEOC pass/fail gait rules changed tariff strategy
In every other electronics category I cover, tariff analysis is a cost optimization exercise. You compare duty rates across origins, factor in freight and quality adjustments, find the lowest landed cost, and move. The tariff number is a variable in …
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Composite tariff challenge: one battery pack, three HTS classifications, three origin rules
Ask a sourcing team what the tariff rate is on a lithium-ion battery pack and you will get one number. That number is wrong. Not because the team is careless – because the question assumes a battery pack is …
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Dual sourcing medical device components under QSR: tariff implications of approved supplier constraints
Dual sourcing is the standard playbook for tariff mitigation. Qualify a second supplier in a non-China origin country, shift volume, eliminate Section 301 exposure. In most industries, the timeline from decision to first shipment is measured in weeks. In …
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FDA requalification costs and tariff lock-in: when 25% duty is cheaper than switching suppliers
Every procurement director in the medical device sector knows the number: 25%. Section 301 duties on Chinese-origin components have been baked into landed cost models for years now. What most haven’t done is the harder math – comparing cumulative tariff …
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Optical transceiver sourcing and tariff exposure: China concentration in data center interconnects
Every connection inside a modern data center – server to switch, switch to router, building to building, campus to long-haul fiber – runs through an optical transceiver. A single hyperscale facility can deploy 50,000 to 100,000 transceivers across its …
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Five-layer tariff stack: what the effective rate actually looks like for electronics components
Most sourcing teams use a single number when estimating duty exposure on imported electronics components. That number is usually wrong. Not because anyone is careless. The effective duty rate for a single HTS code from a single country of …
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