APPLE

Apple has announced a bold plan to invest an additional $100 billion in U.S. production, just one day after CEO Tim Cook met privately with President Donald Trump at the White House.
The move comes as Apple faces increasing pressure from the U.S. government, which is threatening to impose new 25% tariffs on goods imported from India — a country that Apple has heavily relied on for iPhone assembly in recent years.

A Preemptive Move Against New Tariffs
The Trump administration is pushing major tech firms to relocate manufacturing back to the United States. Apple, which depends heavily on India and Vietnam for its production lines, is now looking to protect its profit margins and avoid further tariff-related price hikes on its flagship products.
The new investment plan includes:
🔹 Launching domestic production of key components

🔹 Building new assembly facilities

🔹 Securing a larger portion of the supply chain within the U.S.

🔹 Expanding support for U.S.-based suppliers
With this new commitment, Apple’s total U.S. investment now reaches $600 billion, adding to existing projects like its server plant in Houston and a supplier training center in Michigan.

Politics, Pressure, and Business Strategy Collide
White House spokeswoman Taylor Rogers called the announcement “a major win for American industry,” saying it will help “rebuild the production of critical technologies” and support national security.
Meanwhile, Trump continues to escalate pressure on India. A day after meeting with Cook, he signed a new 25% tariff on Indian imports — directly targeting Apple’s offshore production network. The tech giant now faces a delicate balancing act between global manufacturing needs and domestic political realities.

Apple Seeks Tariff Exemptions Once Again
Tim Cook reportedly focused the meeting on securing new tariff exemptions, just as he successfully did during Trump’s first term. Back then, Apple managed to avoid several import duties, preserving profit margins.
On a recent analyst call, Cook admitted:
🔹 “The vast majority of iPhones sold in the U.S. are still made in India”

🔹 “MacBooks, iPads, and Apple Watches come mostly from Vietnam”

🔹 “Tariffs cost us $800 million last quarter, and we expect that number to hit $1.1 billion by September unless trade policy shifts”

Trump’s Trade Offensive and Massive Investment Deals
Apple is not alone in Trump’s broader industrial strategy. Earlier this year, the president announced:
🔹 A $100 billion AI data center initiative with Oracle, SoftBank, and OpenAI

🔹 Nvidia’s plan to build AI infrastructure in the U.S. worth up to $500 billion

🔹 A $750 billion U.S. energy export deal tied to a trade agreement with the European Union

🔹 A $550 billion investment fund created through a similar deal with Japan for U.S.-focused projects

Summary
Under pressure from a wave of new tariffs, Apple has pledged an additional $100 billion to boost U.S. manufacturing. The move is part of a larger effort by President Trump to bring tech manufacturing back to American soil. Whether this will shield iPhone prices from rising — or give Apple an edge over global competitors — remains to be seen.

#Apple , #TimCook , #TRUMP , #TradeWars , #Tariffs

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,,The information and views presented in this article are intended solely for educational purposes and should not be taken as investment advice in any situation. The content of these pages should not be regarded as financial, investment, or any other form of advice. We caution that investing in cryptocurrencies can be risky and may lead to financial losses.“

South Korea’s Trade Minister Jeo Han-koo announced that tech giants Samsung Electronics and SK Hynix will not be subject to the newly proposed 100% U.S. tariffs on semiconductor chips. This comes shortly after President Donald Trump warned that countries not producing chips in the U.S. will face steep trade penalties.
The minister expressed confidence that South Korea will receive favorable trade terms, thanks to its major investments in U.S. chip manufacturing.

🏭 Samsung and SK Hynix Investing in the U.S.
While Trump has not officially confirmed the exemption, his recent comments suggest that countries with domestic chip manufacturing facilities in the U.S. will be spared. South Korea fits that description.
🔹 Samsung Electronics already operates two chip plants in Texas – one in Austin, the other in Taylor.
🔹 SK Hynix received a $458 million grant last year from the U.S. Department of Commerce to build a chip packaging facility in Indiana. The company plans to invest over $3.8 billion into the project and has also secured $500 million in loans.
Still, Yuanta Securities analyst Baik Gil-hyun noted that SK Hynix’s packaging plant may not fully meet the criteria for full tariff exemption.
📈 Meanwhile, Samsung’s stock rose 1.74% to 70,050 KRW, while SK Hynix gained 0.3% to 259,250 KRW.

🤝 U.S.–Korea Trade Agreement and Apple’s Role
Trump recently announced a new trade agreement with South Korea, which includes a 15% tariff on Asian imports, but with specific exemptions for key investors.
At the same time, Samsung revealed it will supply iPhone chips from its Texas factory. Apple confirmed a joint initiative to launch new chipmaking technology that will enhance performance and energy efficiency in its products.
📸 According to Kiwoom Securities analyst Park Yu-ak, these are likely image sensors for the next generation iPhone, specifically iPhone 18. He believes this partnership will significantly boost Samsung’s semiconductor division.
Apple has traditionally relied on Sony for its iPhone image sensors, with Sony controlling over 50% of the global sensor market, while Samsung holds around 15%.
📊 Apple also announced an additional $100 billion investment in the U.S., bringing its total domestic spending to $600 billion over the next four years.

#Samsung , #SouthKorean , #TRUMP , #Tariffs , #Apple

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Notice:
,,The information and views presented in this article are intended solely for educational purposes and should not be taken as investment advice in any situation. The content of these pages should not be regarded as financial, investment, or any other form of advice. We caution that investing in cryptocurrencies can be risky and may lead to financial losses.“

Bitcoin surpasses $116,000 as global markets celebrate a wave of POSITIVE geopolitical and business news. What is happening and why is this driving risk appetite?

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