Why Trump's tariff wars may hurt Apple & TSMC's partnership
1 month, 3 weeks ago

Why Trump's tariff wars may hurt Apple & TSMC's partnership

Firstpost  

Although Trump’s tariff plans have targeted several industries, his focus on semiconductors is particularly concerning for Apple. Trump has long pushed for reshoring manufacturing to the US, and his latest comments indicate that he plans to achieve this through tariffs rather than incentives President Trump’s proposed tariffs could have a significant impact on Apple’s ongoing partnership with Taiwanese chipmaker TSMC. During a recent speech, Trump reaffirmed his plans to apply tariffs to specific industries, including semiconductors, to bring more manufacturing back to the US While Apple has so far avoided being directly affected by these tariffs, the new proposal could disrupt its relationship with TSMC, which produces crucial chips for Apple’s devices. While Trump has not specified the exact tariff rate, it’s clear that these tariffs could increase the cost of Apple’s products, potentially leading to higher prices for consumers and reduced margins for the company. TSMC’s US expansion could help Apple Despite Trump’s criticism of the Chips Act and the billions allocated to companies like TSMC, the Taiwanese chip giant has already started building chip production facilities in Arizona.

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History of this topic

Trump’s tariff war: The intended and unintended consequences
2 weeks, 5 days ago

Trump’s tariff war: The intended and unintended consequences

Live Mint  

This week, the new US president addressed the US Congress in what turned out to be the longest speech in history. Most recently, reciprocal tariffs have been threatened wherein somehow, ignoring the economics of demand and supply, the US would impose the same tariff on other countries, as is imposed on them by those countries. In Trump’s own words, because …

iPhones, MacBooks in India to get expensive? Trump's reciprocal tariffs to kick in from April 2
2 weeks, 5 days ago

iPhones, MacBooks in India to get expensive? Trump's reciprocal tariffs to kick in from April 2

India Today  

Prices of electronics, including that of smartphones and laptops like Apple iPhones and MacBooks, could see a rise as the US government’s reciprocal tariffs are set to come into effect starting April 2. Even though electronic goods were not specifically mentioned during Trump’s address at the US Congress, according to a report by Mint, the new tariffs could impact a …

Trump Still Considering Tariffs on Taiwanese Chips, Despite $100 Billion TSMC Deal
55 years, 2 months ago

Trump Still Considering Tariffs on Taiwanese Chips, Despite $100 Billion TSMC Deal

Wired  

Taiwan Semiconductor Manufacturing Company, the world’s top producer of advanced computer chips, said Monday that it was planning to invest $100 billion in the United States to fund five new fabrication plants in Arizona. Wei shared the news at the White House alongside President Donald Trump, who characterized producing chips in the US as “a matter of economic security.” “By …

Rebutting Trump: China’s Retaliatory Tariffs
3 weeks, 3 days ago

Rebutting Trump: China’s Retaliatory Tariffs

The Diplomat  

On February 1, 2025, U.S. President Donald Trump declared that all imports from China would be subject to a new 10 percent tariff, citing concerns such as fentanyl trafficking and intellectual property theft. This unilateral tariff increase came on top of existing tariffs on China, making another chapter in the ongoing trade war between the world’s two largest economies. The …

Chinese manufacturers speed up efforts to dodge Trump tariffs
1 month ago

Chinese manufacturers speed up efforts to dodge Trump tariffs

Live Mint  

After the Trump administration put a new 10% tariff on Chinese products earlier this month, Agilian Technology, an electronics manufacturer in China, pressed forward with its plan to avoid additional levies. Since Trump’s first presidential campaign, Steve Greenspon, chief executive of Illinois-based houseware company Honey-Can-Do International, has been interested in moving more of his production outside China. Before Trump’s first …

Apple to Invest $500B in US as Tariff Threats Loom
1 month ago

Apple to Invest $500B in US as Tariff Threats Loom

Deccan Chronicle  

Apple announced Monday that it plans to invest more than $500 billion in the United States over the next four years, including plans to hire 20,000 people and build a new server factory in Texas.The move comes just days after President Donald Trump said Apple CEO Tim Cook promised him that the tech giant’s manufacturing would shift from Mexico to …

Apple announces $500 billion investment in US amid tariff threats that could affect the iPhone
Top News
1 month ago

Apple announces $500 billion investment in US amid tariff threats that could affect the iPhone

The Hindu  

Apple announced Monday that it plans to invest more than $500 billion in the United States over the next four years, including plans to hire 20,000 people and build a new server factory in Texas. The move comes just days after President Donald Trump said Apple CEO Tim Cook promised him that the tech giant’s manufacturing would shift from Mexico …

Apple announces $500 billion investment in US amid tariff threats that could affect the iPhone
1 month ago

Apple announces $500 billion investment in US amid tariff threats that could affect the iPhone

Associated Press  

NEW YORK — Apple announced Monday that it plans to invest more than $500 billion in the United States over the next four years, including plans to hire 20,000 people and build a new server factory in Texas. The move comes just days after President Donald Trump said Apple CEO Tim Cook promised him that the tech giant’s manufacturing would …

Semiconductor chips: Trump’s latest tariff threat could make your life a lot more expensive
1 month ago

Semiconductor chips: Trump’s latest tariff threat could make your life a lot more expensive

CNN  

New York CNN — President Donald Trump is eyeing a “25% or higher” tariff on all semiconductor chips the United States imports, with rates likely to “go very substantially higher over a course of a year,” he told reporters on Tuesday. Given how dependent the US is on Taiwanese chips, especially advanced ones needed in newer electronics, a 25% tariff …

Apple announces $500bn investment in the US
1 month ago

Apple announces $500bn investment in the US

Al Jazeera  

The move comes on the heels of threats by US President Donald Trump to impose tariffs that would make iPhones made overseas more expensive. The move, announced on Monday, comes just days after US President Donald Trump said Apple CEO Tim Cook promised him that the tech giant’s manufacturing would shift from Mexico to the US. The announcement is similar …

Apple, facing tariffs on Chinese imports, says it will invest $500 billion in US facilities
1 month ago

Apple, facing tariffs on Chinese imports, says it will invest $500 billion in US facilities

CNN  

New York CNN — Apple said Monday it will invest $500 billion on expanding US facilities over the next four years, a move that could help it avoid new tariffs on goods imported from China. And the company will double its investment in its US Advanced Manufacturing Fund to $10 billion to promote “advanced manufacturing and skills development throughout the …

Apple, facing tariffs on Chinese imports, says it will invest $500 billion in US facilities
1 month ago

Apple, facing tariffs on Chinese imports, says it will invest $500 billion in US facilities

CNN  

New York CNN — Apple said Monday it will invest $500 billion on expanding US facilities over the next four years, a move that could help it avoid new tariffs on goods imported from China. And the company will double its investment in its US Advanced Manufacturing Fund to $10 billion to promote “advanced manufacturing and skills development throughout the …

"Squishy": Apple's $500B investment comes amid tariff threat
1 month ago

"Squishy": Apple's $500B investment comes amid tariff threat

Salon  

Apple revealed a plan on Monday to spend $500 billion in the United States over the next four years, an announcement touted as the company's “largest-ever spend commitment.” But it may not be as impressive as it seems. Andrew Ross Sorkin, co-anchor of CNBC’s "Squawk Box" and a financial columnist for The New York Times, described Apple’s monetary pledge as …

Why Trump's Metal Tariffs Won't Lead to the All-American iPhone
55 years, 2 months ago

Why Trump's Metal Tariffs Won't Lead to the All-American iPhone

Wired  

Last week, President Donald Trump announced he was adding to his growing list of tariffs with a new 25 percent charge on imported aluminum and steel, regardless of country of origin. The US tariffs on aluminum and steel affect raw materials, not finished products or processed components, and we already know that the almost no phones from Samsung or Apple …

New import tariffs could make Apple products more expensive in US
1 month, 2 weeks ago

New import tariffs could make Apple products more expensive in US

India Today  

Apple fans in the US might soon have to dig deeper into their pockets as the company faces a new 10 per cent tariff on products imported from China. The tariff, imposed by the Donald Trump-led US government, applies to all goods arriving from China and could lead to price hikes for iPhones, iPads, Macs, and other Apple devices. While …

Donald Trump’s tariff plans: Implications for consumers and international trade
1 month, 3 weeks ago

Donald Trump’s tariff plans: Implications for consumers and international trade

Live Mint  

US President Donald Trump has taken executive action to impose or threaten new tariffs on imports from Canada, Mexico and China. Here are things to know about Trump’s actions, the counters from US trading partners and what it means for American consumers: 1) Trump’s initial tariff plans President Trump declared an economic emergency in response to ongoing trade imbalances and …

Trump Vows To Put Tariffs On Computer Chips, Drugs, Steel And Aluminum
1 month, 3 weeks ago

Trump Vows To Put Tariffs On Computer Chips, Drugs, Steel And Aluminum

Huff Post  

LOADING ERROR LOADING President Donald Trump said Monday he intended to put tariffs on a wide swath of products and basic materials in American life, a prospect that could lead to prices shooting higher for U.S. consumers. “In particular, in the very near future, we’re going to be placing tariffs on foreign production of computer chips, semiconductors and pharmaceuticals, to …

Tariffs will spark retaliation, not a manufacturing renaissance
2 months ago

Tariffs will spark retaliation, not a manufacturing renaissance

Live Mint  

MORE THAN 90 years ago Franklin Delano Roosevelt surveyed the wreckage of the Great Depression. He sees tariffs as a simple tool to achieve multiple objectives: shrink America’s trade deficit, rebuild its manufacturing might and generate a gusher of revenue for the government. Mr Trump’s dalliance with tariffs in his first term already shows that they did nothing to narrow …

TSMC caught in crossfire of US-China tech war, struggling to maintain neutrality
3 months, 3 weeks ago

TSMC caught in crossfire of US-China tech war, struggling to maintain neutrality

Firstpost  

TSMC’s challenge isn’t just about staying in the US’s good graces. Any misstep could invite intervention from Chinese authorities, risking profits and potentially destabilising the global semiconductor supply chain With giants like Apple and Nvidia on its client list, TSMC has no choice but to comply fully with US investigations. Image Credit: Reuters The escalating tech battle between the US …

Apple ramps up components manufacturing in India to avoid Trump's Chinese tariffs
4 months ago

Apple ramps up components manufacturing in India to avoid Trump's Chinese tariffs

Firstpost  

Apple’s has been working for years to expand its supply chain away from China and into India. The company is now evaluating potential suppliers to determine which components can be locally sourced Tim Cook at the opening of Apple's first retail store in India, in BKC, Mumbai. Image Credit: Reuters Apple is stepping up its efforts to shift component manufacturing …

Fearing Donald Trump’s sanctions, Chinese AI businesses scramble to stockpile US chips
4 months ago

Fearing Donald Trump’s sanctions, Chinese AI businesses scramble to stockpile US chips

Firstpost  

China’s purchases of American semiconductors soared to $1.11 billion in October, a 60 per cent increase compared to the same period last year. Between January and October, chip imports from the US totalled $9.61 billion Trump’s return to the presidency has reignited concerns in China about expanded sanctions targeting its tech industry. Recent customs data reveals that China’s purchases of …

Trump’s tariff bombshell: How a 60% levy on Chinese goods could force Taiwanese firms out of China
4 months, 2 weeks ago

Trump’s tariff bombshell: How a 60% levy on Chinese goods could force Taiwanese firms out of China

Live Mint  

With U.S. President-elect Donald Trump’s promise of a massive 60% tariff on Chinese imports, Taiwan’s government braces to support its firms as they consider leaving China. As Trump targets Chinese-made goods with hefty tariffs, he’s also calling for 'protection fees' from Taiwan's Taiwan Semiconductor Manufacturing Co.. With high stakes for the global chip supply, Taiwan's Economics Minister reassures that TSMC’s …

Trump tariffs will damage McDonald’s, Beijing warns US
4 months, 2 weeks ago

Trump tariffs will damage McDonald’s, Beijing warns US

The Telegraph  

Donald Trump risks damaging some of America’s best-known brands if he pursues trade tariffs against China, the US has been warned, as Beijing unveiled a huge fiscal package to prop up the economy. Xie Feng, China’s ambassador to the US, warned the president-elect against introducing a 60pc tariff on imports from the country, saying there would be “no winner” in …

Apple to increase its investment in China, Tim Cook says
5 months ago

Apple to increase its investment in China, Tim Cook says

China Daily  

Apple to increase its investment in China, Tim Cook says By Cheng Yu chinadaily.com.cn Updated: Oct 23, 2024 Consumers select products at an Apple store in Chengdu, Sichuan province, Feb 23, 2024. Tim Cook, CEO of Apple Inc, said the company will continue to increase investment in China and contribute to the industrial and supply chains, as he met with …

Biden continues Trump’s trade war; US imposes major tariffs on China imports
10 months, 1 week ago

Biden continues Trump’s trade war; US imposes major tariffs on China imports

Hindustan Times  

Washington: With the stated objective of protecting American workers and businesses from “unfair Chinese trade practices”, the US increased tariffs on the import of steel and aluminium, semiconductors, electric vehicles, battery, battery components and critical minerals, solar cells, ship to shore cranes and medical products from China on Tuesday. A factsheet released by the White House on Tuesday said that …

Apple CEO Tim Cook reveals plans to invest more in Vietnam as part of its China Plus One Policy
11 months, 1 week ago

Apple CEO Tim Cook reveals plans to invest more in Vietnam as part of its China Plus One Policy

Firstpost  

Apart from India, Apple is also investing heavily into Vietnam as it continues to move away from China under its China Plus One Policy. During his recent visit to Vietnam, Apple CEO Tim Cook announced that the company will invest more in its supply chain in Vietnam As Apple continues to move away from China as part of its China …

Apple looks beyond ‘iPhone factory’ China as dalliance sours
2 years, 3 months ago

Apple looks beyond ‘iPhone factory’ China as dalliance sours

Al Jazeera  

Tech giant is seeking to redirect supply chains to India and Vietnam amid fears of overdependence on China. Taipei, Taiwan – Scenes of mayhem erupted at Apple supplier Foxconn’s mega factory in China’s Zhengzhou last month as workers, angered by COVID-19 quarantine and unpaid wages, scuffled with security personnel. “The supply chains of companies like Apple are incredibly vulnerable because …

Apple made China the backbone of its iPhone assembly. Shifting away could take years
2 years, 3 months ago

Apple made China the backbone of its iPhone assembly. Shifting away could take years

CNN  

CNN — In early November, weeks before the peak holiday shopping season was about to kick off, Apple issued an unusual warning: customers would have to wait longer for the new iPhone 14 Pro models. In an investor note earlier this week, one analyst at Wedbush Securities estimated it would take Apple until at least 2025 or 2026 to move …

Trump’s China dilemma: how to punish Beijing without hurting the US economy and his own reelection chances
4 years, 10 months ago

Trump’s China dilemma: how to punish Beijing without hurting the US economy and his own reelection chances

CNN  

Washington CNN — The Trump administration is looking for ways to punish China for its complacency amid the coronavirus pandemic without burning President Donald Trump’s bid for a second term. Many Americans, particularly farmers in strategic heartland states hit hard by Trump’s trade war, were hoping the additional $200 billion in US exports to China as promised by the deal …

Trump looking at exempting Apple from China tariffs
5 years, 4 months ago

Trump looking at exempting Apple from China tariffs

India TV News  

US President Donald Trump who visited Apple's Austin-based Mac Pro plant has said the government is "looking at" whether Apple should be exempt from China tariffs. "When you build in the United States, you don't have to worry about tariffs," he said, accompanied by CEO Tim Cook as he toured the Mac Pro computer manufacturing facility on Wednesday. Before his …

Away from Washington, Trump praises Apple’s Texas expansion
5 years, 4 months ago

Away from Washington, Trump praises Apple’s Texas expansion

Associated Press  

AUSTIN, Texas — President Donald Trump got away from the impeachment inquiry in Washington on Wednesday and celebrated tech behemoth Apple keeping its Mac Pro computer manufacturing plant in the Texas state capital. “When you build it in the United States, you don’t have to worry about tariffs,” Trump said, with Apple CEO Tim Cook standing by his side. As …

Apple CEO Cook, US President Trump expected to tour Apple facilities in Texas
5 years, 4 months ago

Apple CEO Cook, US President Trump expected to tour Apple facilities in Texas

Firstpost  

US President Donald Trump and Apple CEO Tim Cook are expected to tour facilities in Texas where Apple products are made as soon as next week to showcase companies that keep jobs in America, according to two people familiar with the matter. The trip, which has not yet been announced, would highlight Cook’s strong relationship with Trump as he seeks …

Donald Trump heaps more tariffs on China, still no deal in sight
5 years, 6 months ago

Donald Trump heaps more tariffs on China, still no deal in sight

Live Mint  

Washington, Columbus: The Trump administration slapped tariffs on roughly $110 billion in Chinese imports on Sunday, marking the latest escalation in a trade war that’s inflicting damage across the world economy. Face-to-face talks between Chinese and American trade negotiators scheduled for Washington in September are still happening “as of now,” Trump told reporters Friday before going to Camp David, the …

US-China trade war will hit Apple for real this weekend
5 years, 6 months ago

US-China trade war will hit Apple for real this weekend

Live Mint  

The trade war between the US and China will hit Apple Inc. this weekend, dragging the largest US technology company into a fracas that threatens to raise prices on popular consumer gadgets and undermine a giant but delicate global supply chain. The optics of a US protectionist first approach penalizing a US global leading company while China doesn’t penalize Apple …

Donald Trump orders US companies to 'start looking for alternatives' to China in trade war
5 years, 7 months ago

Donald Trump orders US companies to 'start looking for alternatives' to China in trade war

ABC  

United States President Donald Trump has escalated his trade war with China, raising retaliatory tariffs and ordering American companies to consider alternatives to doing business there. Key points: Wall Street stocks tumbled after Mr Trump tweeted US companies in China should come home The comments came after China announced 10 per cent and 5 per cent tariffs on US goods …

Trump's Tariffs Will Make These Ordinary Things More Expensive
5 years, 7 months ago

Trump's Tariffs Will Make These Ordinary Things More Expensive

Huff Post  

LOADING ERROR LOADING President Donald Trump’s trade war with China is probably going to cost you some money. Trump wrongly claimed earlier this summer that the U.S. wouldn’t be paying for the fallout from the tariffs on China and said that China would be absorbing the costs. The negative consequences of tariffs include higher prices for consumers and businesses, retaliation …

Apple CEO Tim Cook worried that US-China trade war could give Samsung a competitive edge: Report
5 years, 7 months ago

Apple CEO Tim Cook worried that US-China trade war could give Samsung a competitive edge: Report

Firstpost  

The US is looking to inflict a 10% tariff on billions of dollars worth of goods imported from China. Noted Apple analyst Ming-Chi Kuo recently stated that Apple will be able to absorb the 10 percent tariffs that US President Donald Trump wants to impose on hundreds of billions of dollars worth of products sourced from China. The bulk of …

Trump said Cook ’made a good case’ that US-China trade war could hurt Apple more than Samsung
5 years, 7 months ago

Trump said Cook ’made a good case’ that US-China trade war could hurt Apple more than Samsung

Live Mint  

Washington/New York: President Donald Trump said on Sunday that he had spoken with Apple Inc's Chief Executive Tim Cook about the impact of U.S. tariffs on Chinese imports as well as competition from South Korean company Samsung Electronics Co Ltd. Trump said Cook "made a good case" that tariffs could hurt Apple, given that Samsung's products would not be subject …

Apple's AirPods will not escape Trump's China tariffs
5 years, 7 months ago

Apple's AirPods will not escape Trump's China tariffs

Live Mint  

SAN FRANCISCO/WASHINGTON: Apple Inc's AirPods, Apple Watch and HomePod, which have helped the company offset waning sales of its bestselling iPhone this year, are not included in a temporary reprieve on tariffs by the Trump administration and will face a 10% levy on Sept 1. The Trump administration had proposed tariffs on those devices to take effect last September, but …

Tariffs on iPhones, toys and other Chinese-made goods coming Sept. 1, Trump says
5 years, 7 months ago

Tariffs on iPhones, toys and other Chinese-made goods coming Sept. 1, Trump says

CNN  

Washington CNN Business — President Donald Trump said Thursday that he will add a new tariff on $300 billion of Chinese-made products on September 1, which would effectively put a tax on all Chinese goods coming into the United States. “But we’re not looking to do that, necessarily.” The new tariffs could hit US consumers harder than the earlier rounds. …

Donald Trump's trade war with China is rattling nerves in the birthplace of the smartphone
5 years, 8 months ago

Donald Trump's trade war with China is rattling nerves in the birthplace of the smartphone

ABC  

In the world's biggest electronics market, the US-China trade war is biting. Key points: The White House has threatened to slap tariffs of up to 25 per cent on Chinese goods US tech goods including smartphones would be affected by the tariffs Apple has asked the Trump administration for an exemption The heart of Shenzhen's tech industry is Huaqiangbei market, …

US tech giants object to new computer tariffs
5 years, 9 months ago

US tech giants object to new computer tariffs

China Daily  

US tech giants object to new computer tariffs By Cheng Yu and Ma Si | China Daily Updated: 06:58 AM June 21, 2019 Guests look at a new Macbook Air at the Apple event at the Brooklyn Academy of Music in New York, Oct 30, 2018. Firms accounting for over half of sales say move would hurt competitiveness Leading United …

US tech giants object to new computer tariffs
5 years, 9 months ago

US tech giants object to new computer tariffs

China Daily  

US tech giants object to new computer tariffs By Cheng Yu and Ma Si | China Daily Updated: 06:58 AM June 21, 2019 Guests look at a new Macbook Air at the Apple event at the Brooklyn Academy of Music in New York, Oct 30, 2018. Firms accounting for over half of sales say move would hurt competitiveness Leading United …

Apple, Microsoft and other tech companies ask to be excluded from the China tariffs
5 years, 9 months ago

Apple, Microsoft and other tech companies ask to be excluded from the China tariffs

CNN  

New York CNN Business — Technology companies have been feeling the sting of the escalating trade war between the United States and China. In public filings commenting on the proposal, Apple, Dell Technologies, HP, Intel, Microsoft, Sony and Nintendo asked that their products be excluded from the list of goods the tariff would apply to. The Consumer Technology Association also …

Apple assessing costs to move 15-30 percent of its production from China: Report
5 years, 9 months ago

Apple assessing costs to move 15-30 percent of its production from China: Report

Firstpost  

Apple decided the risks of depending heavily on manufacturing in China are too great and even rising Apple Inc has asked its major suppliers to assess the cost implications of moving 15%-30% of their production capacity from China to Southeast Asia as it prepares for a restructuring of its supply chain, according to a Nikkei Asian Review report on Wednesday. …

Apple has capacity to make all iPhones for US outside of China
5 years, 9 months ago

Apple has capacity to make all iPhones for US outside of China

Live Mint  

Apple Inc. has a backup plan if the U.S.-China trade war gets out of hand. The Cupertino, Calif.-based company’s primary manufacturing partner has enough capacity to make all iPhones bound for the U.S. market outside of China if necessary, according to a senior executive at Hon Hai Precision Industry Co. As the U.S.-China trade war is getting more grim and …

Trump's Trade War With China Hasn't Wrecked Tech—Yet
55 years, 2 months ago

Trump's Trade War With China Hasn't Wrecked Tech—Yet

Wired  

Now for your latest installment of the on-again, off-again trade war between the US and China, we have President Trump blasting Beijing for reneging on commitments to clamp down on intellectual property theft, end forced technology transfers from US tech companies, and allow US companies greater access to the domestic Chinese market, including in cloud computing. The sudden cooling—and a …

What’s the Apple link in US’s trade war with China?
6 years, 2 months ago

What’s the Apple link in US’s trade war with China?

Live Mint  

What’s the US-China trade war? As Chinese imports get expensive, the hope is that products made in the US will become more competitive, likely leading people to buy them more than they do at present. Between January and October last year, the US ran a trade deficit of $344.5 billion with China. If the US and China do not reach …

Apple iPhone sales | Chinese whispers
6 years, 2 months ago

Apple iPhone sales | Chinese whispers

Live Mint  

Apple Inc. CEO Tim Cook on Wednesday announced the first cut in the company’s revenue outlook in almost two decades, and analysts were quick to slash price targets for the company that just a little while ago was, well, the apple of its investors’ eyes. Cook in a letter to investors said that while the company expected challenges, “we did …

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