Well, shit. This basically tells me my expectation is correct. Most of the tariffs haven't been applied to the stuff that's still on the way because it's still working it's way through the bureaucracy.

The fact that the interviewee pointed out that he's trying to move high-tech manufacturing back because the many of the raw materials are not being hit by tariffs.

It still looks to me like the attack on him from the right of "Trump backed down" hasn't materialized. It looks like the negotiations are still ongoing. Just today, Trump said China is negotiating, and China is responding by saying it isn't.