The "investments" by several countries will never materialize, they all know they just have to play nice and tell trump what he wants to hear...............devils in the details and trump has no time for that, only splashy headlines. If they were serious they would have it ironed out and ya know.....approved by Congress so we have documentation and not hearsay. And Tim Cook is playing taco trump like a fiddle
Naturally I've always thought they sucked, but my daughter won one on our cruise and I have the joy of paying taxes on her $1,300 prize! FML
The assembly of phones is high skilled, precision work with advanced tooling in China … that US workers are not able to do. My god you are a pathetic loser. You probably also drink unclassified Bordeaux.
Apple (AAPL) has made five major U.S. investment pledges since 2017: 2017: $1B Advanced Manufacturing Fund. Expanded to $5B, supported Corning, TSMC; limited new impact. 2018: $350B over 5 years. Claimed exceeded by 2021; included existing spending, unbuilt campus. 2021: $430B over 5 years. North Carolina campus delayed; mostly existing supplier costs. Feb 2025: $500B over 4 years. Houston facility, TSMC expansion; ~$39B new spending. Aug 2025: $100B more, totaling $600B. AMP launched, Corning, Broadcom partnerships; aligns with tariff pressures. Outcomes: Job creation (~20,000 per pledge) often overlaps existing hiring. Chip, server production advanced; full iPhone assembly stays in Asia. Pledges partly recycle existing spending, with unfulfilled promises (e.g., NC campus). Strategic to avoid tariffs.
your take is from AAPL's perspective. from China's perspective, Trump has been the gift that keeps on giving, TACO Trump had already lift the ban on NVDA selling AI chips to China now this move to punish India, over the past 20 yrs, the only US ally in Asia big enough to counter China of any significance
(US Senator from Ark) Tom Cotton's opinion has been that the former CEO of Cadence Design System conflicted. Cadence Design Systems (CDNS) Admits Selling Design Tools to China, Will Pay Over $140M in Penalties yet Tom Cotton was silent on this matter Elaine Chao (Trump 1.0's Secretary of Labor) Family Shipping Business Embroiled in Controversy Involving China The company's success was largely due to its strategic partnerships with Chinese state-owned enterprises.
This is de facto protectionism for the current market leaders... the ones so rich they can afford to play the pay-to-play (bribe) game while everyone else dies off. The next "BlackBerry-killer" startups... now staring down 50% to 100%+ tariffs on chips made outside the U.S. (which is basically all memory chips right now)... are being choked off by these policies. Perfect timing, just as we enter an era of new form factors with embedded AI.
Tariff-Induced Stagflation Fears Hit Wall Street While investors have largely shrugged off warning signs of a tariff-induced stagglation until now, data suggest an approaching period of sticky inflation and sluggish economic growth. The arrival of stagflation in earnest would put Donald Trump’s administration in the company of that of President Jimmy Carter and the economic afflictions of the late 1970s. The biggest warning sign so far is While Wall Street's hope for a rate-cut boost, those strategists warn that Trump’s sweeping new tariffs, if they are upheld by the courts, could upend that outlook as higher prices get passed on to consumers and companies, reigniting inflation.
while Trumpeteers would like to forget it, but egs of TACO keep on popping up. here is the latest eg while the pretend tough guy does this ,Trump to Double India’s Tariff as Punishment for Buying Russian Oil , he has been too afraid to do the same to China, the gazillion elelphone in the Tariff space. Why Isn’t Trump Mad at China For Buying Russian Oil? in fact, China has been the biggest buyer of Rusian oil over the past decade
