Apple(US:AAPL) Ge Long Hui·2025-08-07 05:15Core Viewpoint - The article discusses the potential impact of President Trump's proposed 100% tariff on imported semiconductor chips, while highlighting Apple's significant investment plans in the U.S. and the implications for the supply chain [1] Group 1: Tariff Implications - President Trump plans to impose a 100% tariff on imported semiconductor chips, with exemptions for companies that have committed to building capacity in the U.S. [1] - The sentiment in the Chinese Apple supply chain has improved due to the U.S. imposing a 25% tariff on Indian goods [1] Group 2: Apple's Investment Plans - Apple announced a new $100 billion investment plan in the U.S., increasing its total investment to $600 billion over the next four years [1] - Apple launched the American Manufacturing Plan (AMP) to relocate more supply chains and advanced manufacturing capabilities back to the U.S. [1] Group 3: Market Reactions - With uncertainties being resolved ahead of the iPhone's new model release, related stocks may react positively [1] - The company prefers stocks benefiting from the foldable iPhone, such as Lens Technology and Dongshan Precision, followed by companies gaining market share in iPhone components like AAC Technologies, GoerTek, and Luxshare Precision [1]