Tariffs Reshape US Manufacturing Technology Sector

Tariffs, initially introduced as targeted duties, have evolved into a layered system affecting most segments of the manufacturing technology supply chain, including reciprocal tariffs, Section 301 tariffs, Section 232 steel and aluminum tariffs, and a pending 232 investigation.

Key Takeaways:

• 91% of manufacturing tech executives surveyed report increased landed costs due to tariffs.
• 85% of respondents say they've raised customer prices to offset these costs.
• 85% report margin compression on imported goods.
• 90% of companies are raising prices due to tariffs.
• Only 9% of companies report shifting suppliers in response to new tariffs.
• Manufacturers are seeking greater transparency in trade policy, predictable enforcement timelines, early warning on tariff changes, investment incentives for domestic production, and support for supplier diversification and workforce readiness.

Statistics:

• 80 manufacturing tech executives participated in the AMT's Q3 2025 Spot Survey.
• 91% of respondents report increased landed costs due to tariffs.
• 85% of respondents have raised customer prices to offset tariff costs.
• 85% of respondents report margin compression on imported goods.
• 90% of respondents are raising prices due to tariffs.
• 75% of respondents are absorbing some tariff costs.
• 9% of respondents report shifting suppliers in response to new tariffs.
• The pending 232 investigation includes a review of robotics and industrial machinery imports.
• Public comments for the pending 232 investigation are due by October 17, 2025.

Sources:

• Association for Manufacturing Technology (AMT)
• Kevin Bowers, AMT
• AMT's 2025 Q3 Spot Survey of 80 manufacturing tech executives