‘No Strategy Is a Good Strategy’: Where Trump’s Tariffs Leave Tech Supply Chains

Supply chain experts and lawmakers who represent tech hubs say the uncertainty around tariffs is making everything from planning inventory to hiring workers with the right expertise harder.

Ro Khanna

Andrew Harnik/AP

President Donald Trump’s whiplash tariff policy has left industries that rely on foreign manufacturing to weather the uncertainty, and the technology sector is poised to take one of the biggest hits.

Supply chain experts say their best strategy is to pause U.S. investment until things settle down, the opposite of the White House’s goal of bringing manufacturing back to the U.S.

“Right now, nobody is moving forward on any kind of investment. You would be crazy to until the dust settles,” said Willy Shih, a technology and operations management professor at Harvard Business School.