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Tariffs Are Tearing Through Electronics Margins: A Strategic Bill-of-Materials Study Shows Whether Mexico Can Save Yours

American import levies on China-made components keep lurching upward, battering electronics firms and making future investment and purchasing decisions, particularly at the last minute before the Christmas season, a mess of uncertainty. Earlier this spring Logitech announced price hikes of up to 25 percent across
popular peripherals to offset the surge—proof that even billion-dollar brands flinch when tariff shock hits.

For smaller players, the blow lands harder. Loftie, a New-York start-up that makes connected alarm clocks told customers its duty bill had jumped to 175 percent, forcing a freeze on launches and wholesale orders until costs stabilize.

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