Major laptop makers have stopped all notebook and component shipments to the U.S. after new import tariffs of up to 104% took effect. Acer, Asus, Lenovo, Dell, and HP have paused deliveries for at least two weeks while they review the cost impact.
Smaller companies have also pulled back. Razer stopped U.S. laptop sales right after the tariffs were announced. Framework has paused sales of certain models that are no longer profitable under the new fees. Many brands are waiting to see how to handle the price jump.
This comes just after a rise in global PC demand. Shipments grew 4.9% year-over-year in the first quarter of 2025. The increase came as companies and buyers rushed to place orders before the tariffs started and ahead of Windows 10’s end-of-life updates. But analysts say that bump won’t last. IDC says the tariffs will push prices up and slow down sales for the rest of the year. Ongoing economic uncertainty is also expected to hurt demand.
U.S. consumers are likely to face both shortages and higher prices. With imports paused, inventory of key laptop models may run low in the coming weeks. Acer’s CEO confirmed an expected 10% price hike to offset the tariff burden.
Apple is the only major brand not halting shipments. It prepared in advance, filling U.S. warehouses before the tariffs hit. Apple is also flying in more iPhones from India, where the U.S. tariff is 26%, compared to the 104% rate on China-made goods. This has allowed Apple to keep its supply steady and avoid raising prices for now.
The rest of the industry is still figuring out how to deal with the sudden changes.
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