** The U.S. exemption of key electronics like smartphones, computers and semiconductors from reciprocal tariffs could provide a boost to India's electronics sector, says Nomura
** Tariffs had ranged from 10% to 145% across countries
** U.S. removed smartphones and other electronics from its tariffs on China over the weekend but President Donald Trump warned levies on semiconductors would come soon
** Nomura sees gains for Samvardhana Motherson SAMD.NS due to its partner BIEL, which supplies Apple with displays
** Dixon Technologies DIXO.NS is also expected to benefit, having produced 11.5 million units for Motorola in FY25
** Shares of SAMD and DIXO jumped 8% and 2.5%, respectively
** Nomura notes prolonged tariff uncertainty could drive companies to diversify supply chains away from China
(Reporting by Bharath Rajeswaran in Bengaluru)
((bharath.rajeswaran@thomsonreuters.com; +91 9769003463;))
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