Apple(US:AAPL) Zheng Quan Shi Bao·2025-09-05 04:57Group 1 - The core point of the article is that President Trump announced tariffs on semiconductor imports from companies that do not relocate production to the U.S., with exemptions for those investing or planning to build factories in the U.S. [1] - Trump emphasized that the tariffs would be "considerable but not excessive," and specifically praised Apple CEO Tim Cook for committing to invest $600 billion in the U.S. over the next four years [1]. - Other companies like TSMC, Samsung, and SK Hynix have also announced plans to build factories in the U.S. [1]. Group 2 - On August 6, Trump stated that a 100% tariff would be imposed on all imported chips and semiconductors, except for companies building factories in the U.S. [1]. - The new tariff policy indicates an increase in pressure on companies to produce domestically, although specific details have yet to be released [1]. - On August 15, Trump mentioned that he would announce semiconductor tariffs within two weeks, with rates potentially reaching 300% [1].