Ed Ludlow

And we saw President Trump with pretty fighting talk for perhaps some countries that thought they'd already cut deals or at least made some progress on inbound investment.

Just take a listen to what was said regarding, well, Taiwan in particular.

You spoke of China there, Mike.

What of Taiwan?

How does this impact tech in particular?

Well, Caro, it's not just Taiwan.

It's Japan and it's South Korea, and it is even the European Union.

As part of those trade agreements, the president had negotiated investments in the U.S.

from those trading partners.

Now, the question is, without the leverage of tariffs to enforce and to guarantee that those investments get made, do they follow through?

And we even saw it just a few weeks ago, the confrontation that was brewing with

officials in Seoul over the slow pace of ratification of the trade deal by South Korea's legislature and concerns by the U.S.

that, hey, maybe there won't be enough follow through on the investments promised here in the U.S.

And we even heard Commerce Secretary Howard Lutnick just last month at the opening of that Micron plant alluding to possibly higher tariffs

on goods from those countries if their companies and he was alluding to the memory chip makers caro if they didn't step up their investments here in the u.s and he was referring obliquely to samsung and sk hynix but you can paint that more broadly to other possible tech investments in the u.s if they don't materialize then what does the administration here do as a consequence

And leader of SK Hynix just today, pledging to boost memory chip output, Mike Shepard, with all the latest on tariffs.

Thank you so much.

Look, let's get you the wider impact of President Trump's tariff agenda.

Jason Oxman joins us, Information Technology Industry Council CEO.

Look, what are the companies asking from you at the moment?