特朗普的美国制造政策或迎来首个胜利 凤凰网科技讯 北京时间6月11日，据《日经亚洲》报道，美国总统特朗普力推的"美国制造"战略将迎来 首个胜利。富士康目前正积极在美国扩大AI服务器产能，大幅提高美国制造的GPU模块的占比。与此 同时，其他AI服务器供应商也积极在美国布局。 在得州休斯顿的富士康制造中心，数百名建筑工人和工程师正夜以继日地工作，努力扩大该公司在美国 的AI服务器产能。 作为英伟达的重要供应商，富士康正在美国进行大规模扩张，计划将相当大的一部分(两位数百分 比)GPU模组和主板转移至美国生产。目前，该公司超过90%的此类关键组件仍在中国台湾地区制造。 "休斯顿是我们的首要任务，因为目前GPU模块和主板大多在中国台湾生产。"富士康高管对《日经亚 洲》表示。 对于富士康来说，在当前地缘政治不确定性加剧的情况下，在美国生产这些组件有助于公司及其客户提 高供应链的韧性。 这对于特朗普来说也是一场胜利。这位美国总统一直通过实施高额关税，大力推动"美国制造"政策。他 在这一领域最引人注目的举措，便是针对苹果公司，威胁对进口的iPhone征收25%关税。 AI服务器或成美国制造首个成功案例 此外，台达电子、光宝 ...

Core Viewpoint - Purism's CEO Todd Weaver argues that it is feasible for companies to manufacture smartphones in the U.S. with costs comparable to Asian production, challenging the long-held belief that U.S. production is logistically impossible and prohibitively expensive [1][3]. Group 1: Company Overview - Purism is one of the few companies assembling smartphones in the U.S., with its flagship product, the Liberty Phone, emphasizing its "Made in America" identity [1]. - The company has been profitable for the past two years, providing a real-world example of U.S. smartphone manufacturing amidst political discussions [1]. Group 2: Market Context - President Trump has pressured Apple to shift some production back to the U.S., threatening tariffs on imported iPhones [2][3]. - Apple has historically assembled iPhones overseas, primarily in China, and has not indicated plans to move production to the U.S. [3]. Group 3: Production Costs - Weaver states that the manufacturing costs for Purism's U.S.-made phone are approximately $650, while the China-made version costs around $600, indicating a cost difference of about 10% [7][8]. - The pricing strategy for the Liberty Phone reflects a higher profit margin due to its U.S. manufacturing and the target market's willingness to pay for enhanced security features [8]. Group 4: Security and Privacy Features - Purism's devices are designed with a focus on security and privacy, featuring a Linux-based open-source operating system and physical switches to disconnect various functionalities [6]. - The company targets government agencies and security-conscious consumers, highlighting its commitment to safeguarding against potential foreign tampering [6]. Group 5: Challenges in U.S. Manufacturing - Weaver notes the significant skills gap in the U.S. compared to China, where a large pool of skilled labor exists for electronics manufacturing [9]. - The establishment of a domestic supply chain took years for Purism, and scaling up production to meet demand would require substantial time and investment in workforce training [11]. Group 6: Future Outlook - Weaver believes that if given sufficient time, companies like Apple could develop new supply chains and reduce costs for U.S. production [12]. - Purism aims to expand its market presence, particularly targeting niche segments such as government and military, while seeking additional funding to enhance its product offerings [14].

以下文章来源于那个NG ，作者渣渣郡 那个NG . 用关注决定视界｜复杂世界的策展人 高定是阶级的幽灵，T恤是民主的降临，军装是国家的剪影，一切时尚趋势的流行，背后都是某种意识形态的崛起。反过来说，每一次意识 形态的震荡，也都会催生新的时尚语法。 在美国，随着特朗普的上台"MADE IN USA"的时尚概念也开始受到关注。 但，他们真的能在孤立主义风潮中形塑出美国风格吗？ 出品 | 虎嗅青年文化组 作者 | 渣渣郡 本文首发于虎嗅年轻内容公众号"那個NG"（ID：huxiu4youth）。在这里，我们呈现当下年轻人的面貌、故事和态度。 就像《亮剑》里楚云飞换身军装，都能从美式小翻领品出民主芬芳的道理一样。 在人类历史长河中，时尚不是浮皮潦草的风格宣告，而是意识形态的延伸。 今天，美国人穿的衣服98%来自国外生产。 在今天东京下北泽的中古店里，印有该标语的产 品颇受行家喜爱，总能卖个好价 长期以来，得益于全球化，美国民众沉溺在实用主义的快乐中尽情购物，跨国服装公司借此不断扩张。但在特朗普上台以后，情况发生了变 化，一些人试图做一些原汁原味的美国货。 "那些想在美国做衣服的人，并不是单纯为了金钱，而是有更大的意识 ...

Group 1 - The trend of searching for "Made in USA" products has surged significantly, with a 220% year-over-year increase in searches for "only American-made products" [3] - The Facebook group "Enjoy Non-Chinese Manufacturing" has rapidly expanded to approximately 2,000 members this year, reflecting growing consumer interest in domestic products [2] - Amazon has seen a dramatic rise in searches related to "Made in USA," increasing from 26,000 to 126,000 searches in the past 30 days, nearly a fivefold increase [6] Group 2 - Despite the increased interest in "Made in USA" products, this curiosity has not yet translated into widespread purchasing behavior, as many consumers remain price-sensitive [9][10] - A test conducted by a seller revealed that despite consumer claims of willingness to pay more for American-made products, none purchased the higher-priced American version when presented with a cheaper Chinese alternative [13][14] - A report indicated that 33% of consumers opted for lower-priced brands due to increased costs from tariffs, highlighting the price sensitivity of consumers [16] Group 3 - The cost of manufacturing in the U.S. is significantly higher than in China, with the average cost of producing a pair of sneakers in China being $15 compared to $35-$45 in the U.S. [19] - The challenges of returning manufacturing to the U.S. are compounded by higher wages and stricter regulations, making it difficult for American-made products to compete on price [20][21] - The notion of bringing manufacturing back to the U.S. is seen as a political dream rather than a feasible reality, with many industries still heavily reliant on imports [22]

Group 1 - TSMC's new factory in the U.S. is experiencing high demand for orders from major clients including Apple, AMD, Qualcomm, Broadcom, and NVIDIA, with expectations that all orders will be fulfilled this year [1][2] - Apple remains TSMC's largest customer, planning to produce tens of millions of advanced chips at the new Arizona facility, marking a significant commitment to local manufacturing [1][2] - The geopolitical landscape is driving TSMC's clients to seek alternative manufacturing locations, which is expected to accelerate the economic scale of TSMC's U.S. operations and lead to substantial revenue growth [1][3] Group 2 - NVIDIA is heavily reliant on TSMC's U.S. factory for chip production, with plans for close collaboration and expected mass production of AI chips by the end of this year [2] - AMD, Broadcom, and Qualcomm are also key clients of TSMC's U.S. facility, with AMD focusing on high-performance computing and future technological innovations [2] - TSMC's chairman has indicated plans for a significant investment in the U.S., with projections that 30% of advanced process capacity below 2nm will be produced at the Arizona facility to meet client demands [2] Group 3 - The yield rates at TSMC's U.S. factory are reportedly comparable to those in Taiwan, indicating strong operational performance and increasing client interest in placing orders [3] - The rapid expansion of TSMC's U.S. facilities is being driven by the demand from American clients seeking reliable production capabilities [3]

这两天，前美国总统特朗普又在社交平台"开炮"，这次直接点名苹果公司："我早就告诉蒂姆·库克了， 想在美国卖iPhone？那就必须在美国本土生产，不然就准备交25%的高额关税吧，谢谢配合！" 说完苹果市值大幅跳水，苹果股价在盘前交易中直接下跌3.57%，拖累美国股指期货走低。 说实话，一直以来，特朗普心心念念的就是让美国的制造业重新振兴起来，大量的制造业岗位都流失到 国外去了，他想把这些工作机会再拉回到美国本土。而苹果，作为全球科技行业的巨头，那影响力可是 相当大。苹果手机的生产，背后是一整条长长的产业链，涉及到零部件供应、组装等等环节，要是能把 苹果的生产拉回美国，那带动的就业岗位可就多了去了，特朗普觉得这是个实现他 "美国制造" 梦想的 好机会。 但实际上，这在很多人眼里也只是一个童话，事实上，各种加税之下美国的就业不仅没有增加，反而还 在减少。比如，最近沃尔玛宣布裁员1500人来降低成本，高盛也给了预判，说美国关税可以让制造业增 加不到10万个岗位，但是会拖累50万个岗位，整体减少40万的就业。 其实，美国现在最应该解决的是劳动力成本高、受教育水平低、供应链不聚集等根本问题。库克曾直 言："在美国找模具工 ...

当地时间5月25日，据路透社，美国总统特朗普（Donald Trump）当天表示，他的关税政策旨在推动军事装备、科技产品等领域的本土化生产，而非传 统纺织业。 "我们的目标不是生产运动鞋和T恤。我们要制造军事装备、要制造尖端科技产品、要发展人工智能。" 基于这一目标，特朗普近日频繁将矛头对准苹果公司。上周五，他再次"威胁"这一科技巨头在美国生产iPhone，否则将面临至少25%的关税。 截至目前，苹果官方仍未对关税问题发表任何评论。 对于苹果公司而言，实现iPhone"美国造"无疑是耗时、耗力、耗钱，且不讨消费者"喜爱"的。据多家美国媒体报道，机构分析师和供应链人士认为，从 现实角度来看，在美国制造iPhone是难以实现的。另外，库克在5月初的公司财报电话会议上也曾表示，2025年二季度销往美国的大部分iPhone将产自印 度，中国仍将是苹果在美国以外销售的大部分产品的生产地。 特朗普当日在他的自创社交媒体平台Truth Social（真实社交）上发帖称，"我很久以前就告诉苹果公司的蒂姆·库克（Tim Cook），我希望他们在美国销 售的iPhone是在美国制造和生产的，而不是印度或其他任何地方。如果不是这样 ...

【环球网科技综合报道】5月26日消息，美国政府近日向苹果公司发出最后通牒，要求其将iPhone生产线迁回美国本土，否则将对海外生产的产品征收至少 25%关税。但业内分析指出，这一要求在现实层面面临成本、供应链、技术人才三重壁垒，短期内难以实现。 值得注意的是，苹果自身对iPhone的未来也持保留态度。苹果高管曾预言："十年后人们可能不再需要iPhone。"这种危机感促使苹果将研发重心转向为人工 智能打造的新设备。外媒认为，在此背景下，重金押注美国本土制造显得并不明智，既要承担巨额转型成本，又可能错失新兴市场机遇。 业内人士分析，即便苹果愿意承担成本，美国消费者是否愿意为2000美元的iPhone买单仍是未知数。这场围绕"美国制造"的博弈，本质上仍是全球化时代产 业分工的缩影。（思瀚） 市场研究机构TechInsights分析师韦恩·兰姆算了一笔经济账：若将iPhone生产线完全转移至美国，终端售价将飙升至2000美元以上，较现行价格翻倍。 曾在苹果担任制造设计经理的马修·摩尔表示，转移供应链会带来一些好处，包括降低从海外运输产品的环境成本。但与必须克服的挑战相比，这些好处微 不足道。 而从人才来看，苹果CEO ...

【环球网科技综合报道】5月25日消息，据海外科技媒体The Verge报道，美国总统唐纳德·特朗普威胁苹果和其他智能手机制造商，如果不将生产转移到美 国，将对 iPhone 和类似硬件征收"至少 25%"的关税。 特朗普在Truth Social上写道： "我很久以前就告知苹果公司的蒂姆·库克，我预计他们在美国销售的iPhone将在美国制造和生产，而不是在印度或其他任何地 方。如果不是这样，苹果必须向美国缴纳至少25%的关税。感谢您对此事的关注！" 周五晚些时候，特朗普在白宫对记者表示，这项关税也将适用于包括三星在内的其他公司，并将于6月底公布。"三星以及所有生产该产品的公司都将受到影 响，否则就不公平了，"特朗普说道。 此前一周，特朗普宣布他"与蒂姆·库克有点小矛盾"。此前有报道称苹果公司计划将其所有美国销售的iPhone从印度采购，这将需要提高印度的产量。就在周 四，《金融时报》报道称，苹果的主要制造商富士康正在印度南部钦奈投资15亿美元建设一座工厂，用于生产iPhone显示屏。苹果多年来一直在实现生产多 元化，最近苹果加速了这一进程。 尽管苹果公司承诺未来四年在美国投资5000亿美元（首席执行官库克个人 ...

Core Viewpoint - The potential shift of iPhone production back to the U.S. could lead to a significant price increase, with estimates suggesting a rise of at least 25% to as much as 190% compared to current prices, severely impacting demand and inflation [1][2][4]. Group 1: Cost Implications - Analysts predict that the price of the iPhone 16 Pro, currently priced at $1199, could rise to approximately $1500 if produced in the U.S. due to labor cost increases [3]. - A more pessimistic estimate suggests that the price of a U.S.-manufactured iPhone could reach $3500, with Apple needing to invest $30 billion over three years to shift just 10% of its supply chain to the U.S. [4]. Group 2: Labor and Skills Challenges - The labor cost for manufacturing iPhones in the U.S. is significantly higher, with U.S. assembly and testing costs estimated at $200 compared to $40 in Asia [8]. - There is a notable shortage of skilled engineers in the U.S., which complicates the feasibility of large-scale production. Apple CEO Tim Cook highlighted that the number of engineers in the U.S. is insufficient compared to Asia [9]. Group 3: Supply Chain Complexity - Even if assembly were to occur in the U.S., most components would still be sourced from Asia, where tariffs could further increase costs. For instance, the price of the iPhone 16 Pro Max could rise by 91% due to tariffs and labor costs [10]. - The complexity of the global supply chain makes a complete transition to U.S. manufacturing highly challenging and potentially unfeasible [11]. Group 4: Strategic Responses - Apple has engaged in negotiations with the Trump administration to secure temporary tariff exemptions, allowing it to continue manufacturing in Asia without incurring additional costs [12]. - There is speculation that Apple may consider small-scale production of certain products in the U.S. to negotiate for tariff exemptions, similar to its previous commitments [12].