Core Viewpoint - LG Energy Solution (LGES) has signed a $4.3 billion battery supply agreement with Tesla to provide lithium iron phosphate (LFP) batteries for its energy storage systems, marking a significant step in Tesla's efforts to reduce reliance on Chinese imports due to tariff issues [1][3][4]. Group 1: Agreement Details - The contract is a three-year agreement from August 2027 to July 2030, with an optional extension of up to seven years and potential increases in supply based on negotiations with the client [4][10]. - The LFP batteries will be supplied from LGES's factory located in Michigan, USA [3][4]. Group 2: Market Context - The LFP battery market has been predominantly led by Chinese companies, with LGES being one of the few American producers [8]. - Tesla's energy and power generation business accounts for over 10% of its total revenue, highlighting its importance despite a slowdown in vehicle sales [12]. Group 3: Strategic Implications - This agreement signifies Tesla's acceleration towards localizing its supply chain in the U.S. to mitigate tariff pressures and geopolitical risks, which is crucial for the growth of its energy business [13]. - The partnership with LGES represents Tesla's first use of non-CATL batteries in its energy storage systems, indicating a shift in its sourcing strategy [8][12].

Core Viewpoint - The statement emphasizes that the U.S. will focus on manufacturing domestically, implying that other countries will bear the financial burden of this shift [1] Group 1 - The U.S. will not pay for manufacturing costs, indicating a strategic shift towards domestic production [1] - Other countries are expected to "pay" for the U.S. manufacturing initiatives, suggesting a potential change in international trade dynamics [1]

来源：内容来自wccftech & udn 。 台积电已决定优先在美国建设工厂，而不是其他所有国家，因为一份新报告显示，台积电正在向其他 项目投入大量资金，并推迟其他项目。 据报道，台积电在日本的第二家晶圆厂无限期推迟，所有焦点转向美国工厂。 公众号记得加星标⭐️，第一时间看推送不会错过。 毫无疑问，台积电在美国设立晶圆厂的计划备受关注，尤其是在特朗普政府上台后。这家台湾巨头宣 布将在美国投资超过1000亿美元时，成功引起了美国政府的关注，台积电也宣布将美国作为优先事 项。如今，据《华尔街日报》报道，由于公司资金已转向美国，台积电正在推迟在日本的工厂建设。 台积电突然对美国产生兴趣并非出于"商业"考虑；相反，这是在特朗普总统施压以及他计划对台湾芯 片征收高达100%关税之后发生的。台积电显然已将所有精力转移到维持来自美国的客户需求上，因 此其在日本和德国的项目目前已暂停。目前，台积电在日本建造的第二家工厂也面临不确定性，这家 台湾巨头尚未公布正式的投产日期。 有趣的是，台积电亚利桑那州工厂是目前台湾以外唯一一家生产尖端工艺节点的工厂，最重要的是， 该工厂计划在2020年前将工艺节点扩展到1.4纳米。NVIDI ...

Group 1 - Trump Group has launched a smartphone priced at $499, claiming it is "Made in America" to align with Trump's policies on revitalizing American manufacturing and increasing jobs [1][3] - The CEO of Purism, the only American smartphone manufacturer, has publicly criticized the claim, stating that the phone is produced by a Chinese company [1] - The official website of Trump Group has removed the "Made in America" label, now stating the phone has a "design that makes Americans proud" and was "born in America" [1] Group 2 - The specifications of the phone have been altered, with the screen size changed from 6.8 inches to 6.25 inches, and the 12GB RAM specification removed [3] - The initial shipping date promised for September has been changed to "later this year" [3] - The mobile service plan, named "The 47 Plan," is priced at $47.45 per month, symbolizing Trump's two presidential terms as the 45th and 47th president [3][6]

Core Viewpoint - The Trump Organization has launched a smartphone priced at $499, claiming it to be "Made in America," which has faced scrutiny and criticism regarding its actual manufacturing origins [1][3]. Group 1: Product Claims and Changes - The smartphone was initially marketed as being designed and manufactured in the U.S., but it was revealed that it is produced by a Chinese company [1]. - The official website has removed the "Made in America" label, now stating the phone has a "design that makes Americans proud" and was "born in the U.S." [1]. - Specifications have been altered, with the screen size changing from 6.8 inches to 6.25 inches, and the previously advertised 12GB RAM being removed [3]. Group 2: Service Offerings - Trump Mobile's service plan, named "The 47 Plan," is priced at $47.45 per month, symbolizing Trump's two presidential terms [3][7]. - The initial shipping date for the smartphone has been postponed from September to "later this year" [3].

Core Viewpoint - The Trump Group has launched a smartphone named T1, priced at $499, claiming it is "Made in America," which has faced scrutiny regarding its actual manufacturing origins [1] Group 1: Product Launch and Claims - The T1 smartphone features a design heavily influenced by Trump, including a gold exterior and patriotic symbols [1] - Eric Trump stated that the phone and its mobile service aim to support Trump's policies on revitalizing American manufacturing and increasing U.S. employment [1] Group 2: Media Scrutiny and Manufacturing Origin - Following the launch, U.S. media questioned the authenticity of the "Made in America" claim, with Purism's CEO revealing that the phone is produced by a Chinese company [1] - Subsequently, the Trump Group modified its marketing language, removing the "Made in America" claim and instead stating that the phone has a design that "makes Americans proud" and was "born in America" [1]

Core Viewpoint - The Trump Organization has launched a smartphone priced at $499, claiming it to be "Made in America," but this assertion has been challenged by media and industry experts, revealing that the phone is actually produced by a Chinese company [1]. Group 1 - The smartphone was released in mid-June and has faced immediate scrutiny from American media [1]. - Todd Weaver, CEO of the only domestic smartphone manufacturer Purism, publicly criticized the Trump Organization's claim of American manufacturing [1]. - Following the backlash, the Trump Organization has altered the product description on its official sales website, removing the "Made in America" label and instead stating that the phone features a "design that makes Americans proud" and was "born in the USA" [1].

Core Viewpoint - The Trump Organization has launched a smartphone priced at $499, claiming it to be "Made in America," which has faced scrutiny and backlash from media and industry experts [1] Group 1: Product Launch - The smartphone is marketed as a response to Trump's policies aimed at revitalizing American manufacturing and increasing domestic employment [1] - The device was released in mid-June and has since been criticized by American media for its manufacturing claims [1] Group 2: Manufacturing Claims - Todd Weaver, CEO of the only U.S. phone manufacturer Purism, publicly challenged the Trump Organization's "Made in America" assertion, stating that the phone is produced by a Chinese company [1] - Following the backlash, the Trump Organization has altered its marketing language on its official sales website, removing the "Made in America" claim and instead stating that the phone features a "design that makes Americans proud" and was "born in the USA" [1]

Core Viewpoint - Trump Group has quietly removed the statement claiming that its smartphone will be "made in America," replacing it with vague language about being "designed based on American values" and "born in the USA" [1] Group 1: Product Details - The smartphone, priced at $499 (approximately 3577 RMB), was initially set to ship in August, but this information has been changed to "later this year" [2] - The specifications of the T1 smartphone have been altered, with the screen size reduced from 6.78 inches to 6.25 inches and the previously promised 12GB of memory removed [6] Group 2: Manufacturing and Supply Chain - Trump Mobile had previously stated that production would occur in Alabama, California, and Florida, but experts question the competitiveness of using American-made components given China's dominance in the global smartphone supply chain [5] - A report from the Canada Asia Pacific Foundation indicates that China's production capabilities cover the entire smartphone supply chain, with cost savings of 20% to 50% annually compared to regional competitors due to skilled labor and a robust domestic supplier network [5] Group 3: Political Context - The initiative to produce an American-made smartphone aligns with President Trump's efforts to bring supply chains back to the U.S., reflecting ongoing dissatisfaction with reliance on foreign manufacturing, particularly in relation to Apple CEO Tim Cook's dependence on Chinese and Indian production [5]

Core Viewpoint - Trump Mobile has removed the "Made in the USA" claim from its T1 phone marketing, raising doubts about the actual manufacturing location of the device [1][2]. Group 1 - The T1 phone was initially marketed with a strong emphasis on being "Made in the USA," but this language has been completely removed from the Trump Mobile website [1][2]. - The current marketing slogans focus on patriotic themes without providing concrete information about the phone's manufacturing or design location [2]. - The specifications of the T1 phone appear to have been downgraded, with changes in screen size from 6.78 inches to 6.25 inches and the omission of memory details [2]. Group 2 - Trump Mobile had previously promised that the T1 Phone 8002 would ship in September, but the only current timeline mentioned is "later this year," indicating potential delays [3].