Apple(US:AAPL) 美股IPO·2025-08-06 23:07Core Viewpoint - The article discusses President Trump's announcement of a 100% tariff on all semiconductor-containing imports, with exemptions for companies that commit to manufacturing in the U.S., highlighting Apple's $100 billion investment plan as a significant response to this policy [1][3][4]. Group 1: Tariff Announcement and Exemptions - Trump announced a 100% tariff on semiconductor-containing imports, but companies like Apple that build or commit to building factories in the U.S. will be exempt from these tariffs [3][4]. - The announcement is seen as a major victory for Apple and its CEO Tim Cook, as it alleviates potential cost increases for flagship products like the iPhone and Mac [4][12]. Group 2: Apple's Investment Plan - Apple plans to invest an additional $100 billion in U.S. manufacturing, which includes launching new manufacturing projects and collaborating with several American companies [5][10]. - This new investment is an acceleration of a previous commitment to invest $500 billion over four years, bringing Apple's total investment commitment in the U.S. to $600 billion [10][14]. Group 3: Impact on Supply Chain and Costs - The shift to U.S. manufacturing is expected to increase operational costs for Apple, particularly as it collaborates with companies like Corning, Applied Materials, and Texas Instruments [9][10]. - The overall international supply chain costs for Apple may rise due to the tariff policies, especially with additional tariffs planned for products from India, a key production base for Apple [12][14]. Group 4: Skepticism About Investment Commitments - There are doubts regarding whether Apple's announced investment will fully materialize, as many of these plans may have been in the works prior to the announcement [14]. - Despite the substantial investment commitment, it does not fully align with Trump's goal of relocating all production back to the U.S., as many Apple products are still manufactured overseas [14][15].