01/

Specifically, the tariff measures announced by Trump this time include four major categories of products:

01/Kitchen cabinets, bathroom sinks and related building materials will face 50% tariff

02/Imported furniture will be subject to a 30% tariff

03/Patent and branded drugs will face 100% tariff

04/25% tariff will be imposed on imported heavy trucks

Of course, the most eye-catching thing is the 100% tariff imposed on patented drugs, a measure that is unprecedentedly strict.

Trump made it clear in his statement:

“From October 1, 2025, we will impose 100% tariffs on any brand or patented medicine unless the company has established its own pharmaceutical manufacturing plant in the United States.”

For the definition of “establishment”, he further interprets it as “breaking ground and/or under construction.” This means that if pharmaceutical companies have started the factory construction process in the United States, their products will not be affected by tariffs.

02/

This tax increase, Trump has put forward several reasons for his tariff policy.

On tariffs on furniture and cabinets, he said on social media that this was because “other external countries ‘influx of these products into the United States on a large scale”, calling it a “very unfair practice . “

He stressed, “For national security and other reasons, we must protect our manufacturing processes.”

When it comes to heavy trucks, Trump also justifies his decision on national security grounds. This reason is similar to the logic he used when he previously imposed tariffs on steel and aluminum (see: Double the tariff! Just now, Trump: Raised to 50%).

But the U.S. Chamber of Commerce questioned this reason. They pointed out that the top five sources of heavy truck imports in the United States are Mexico, Canada, Japan, Germany and Finland, which are “all allies or close partners of the United States and do not pose a threat to the national security of the United States . “

In fact, Trump’s tariff policy has had a significant impact on the US market. Data from the U.S. Bureau of Labor Statistics shows that due to the influence of tariff policies, U.S. furniture prices rose by 4.7% year-on-year in August 2025. This data indicates that new tariffs could lead to a wider price increase, ultimately borne by U.S. consumers.

The U.S. Chamber of Commerce has previously called on the U.S. government not to impose new tariffs on heavy trucks, and other industry organizations are expected to join the opposition.

03/

Trump’s new tariff measures mark a further shift in U.S. trade policy and may trigger a new round of global trade tensions. These measures not only affect developing countries such as China, but also target traditional American allies such as Mexico, Canada, Japan, Germany and Finland.

The impact of US tariff policies on the pharmaceutical industry is particularly significant.

The Trump administration launched an investigation into the pharmaceutical industry in April this year, laying the foundation for the president to adjust imports and then impose tariffs on national security reasons.

The 100% tariff essentially means that many patented drugs will be almost blocked from the U.S. market unless pharmaceutical companies are willing to transfer production to the U.S.

And automakers, pharmaceutical companies and furniture suppliers will have to reevaluate their supply chain strategies. Some companies may choose to absorb some of the tariff costs, while others pass on the costs to U.S. consumers.