Apple(US:AAPL) Hua Er Jie Jian Wen·2025-09-05 00:42Group 1 - The U.S. is expected to introduce a "fairly substantial" semiconductor tariff, as indicated by President Trump during a dinner with tech leaders [1] - Trump did not disclose specific rates, effective dates, or product coverage for the upcoming tariffs, but his language suggests potential trade tensions [1] - Discussions with tech executives, including Apple CEO Tim Cook, indicated that companies building factories in the U.S. may be exempt from these tariffs [2][3] Group 2 - In August, Trump proposed a 100% tariff on chip products, with exemptions for companies like Apple that manufacture in the U.S. [2] - Trump emphasized that companies committing to U.S. manufacturing would not face tariffs, even if they are still in the construction phase [3] - The recent dinner at the White House serves as a precursor to the anticipated semiconductor tariffs [3]