Core Viewpoint - TrumpMobile is launching a mobile network service with a monthly plan priced at $47.75 and a new smartphone called T1, priced at $499, aimed at providing better service to underserved customers [1][3][6]. Group 1: Product Offerings - The mobile plan "The 47 Plan" is priced at $47.75 per month [1]. - The T1 smartphone is described as stylish, gold-colored, and designed for optimal performance, with a price tag of $499 [3]. - The service will include features like telemedicine, roadside assistance, and unlimited texting to over 100 countries [6]. Group 2: Trademark Applications - DTTM Operations LLC, managing Trump's trademarks, has filed applications for the "TRUMP" and "T1" trademarks for telecommunications and mobile accessories [7][10]. - The trademark applications cover a wide range of products, including mobile phones, cases, chargers, and retail services [9][11]. Group 3: Market Strategy and Implications - The move into telecommunications is seen as a significant expansion for Trump's business, which has primarily focused on real estate and branded goods [12]. - Analysts suggest that this venture may help Trump bypass tariffs on foreign-made phones and strengthen the "Made in America" label ahead of the 2026 midterm elections [14]. - The T1 trademark may face opposition from T-Mobile, which could lead to potential legal challenges [12].

美国总统特朗普：特朗普手机将采用"美国制造"的手机和服务。 ...

Group 1 - The "Made in America" strategy promoted by President Trump is set to achieve its first victory with Foxconn expanding AI server production in the U.S. [1] - Foxconn plans to shift a significant portion of its GPU modules and motherboards production to the U.S., currently over 90% of these components are manufactured in Taiwan [1][2] - The expansion in Texas is crucial for Foxconn to enhance supply chain resilience amid geopolitical uncertainties [1] Group 2 - Foxconn and Wistron are the only two suppliers producing critical components for NVIDIA's AI servers, which require substantial engineering resources [2] - Over 1,000 engineers at Foxconn are dedicated to supporting NVIDIA's AI system development, covering various production stages [3] - Other suppliers like TSMC and SK Hynix are also expanding their operations in the U.S. to support the AI server supply chain [3][4]

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 ...

Core Viewpoint - The potential shift of iPhone production to the U.S. could lead to a significant increase in retail prices, exceeding $2000, which is double the current price [2] Group 1: Economic Implications - TechInsights analyst Wayne Lam calculated that moving the iPhone production line entirely to the U.S. would result in retail prices soaring above $2000 [2] - Former Apple manufacturing design manager Matthew Moore noted that while there are benefits to relocating the supply chain, such as reduced environmental costs from overseas transportation, these advantages are minor compared to the challenges that must be overcome [2] Group 2: Talent and Workforce - Apple CEO Tim Cook highlighted a significant disparity in talent density, stating that the number of tool engineers in China could fill multiple football fields, while the U.S. lacks sufficient numbers even for a single room [2] Group 3: Future of iPhone and Strategic Shifts - Apple executives have expressed a cautious outlook on the future of the iPhone, suggesting that in ten years, people may no longer need the device [2] - This sense of urgency has led Apple to shift its R&D focus towards new devices designed for artificial intelligence [2] - Analysts believe that investing heavily in domestic manufacturing may not be wise, as it involves substantial transformation costs and risks missing opportunities in emerging markets [2] Group 4: Consumer Behavior and Market Dynamics - Industry insiders question whether U.S. consumers would be willing to pay $2000 for an iPhone, even if Apple is prepared to absorb the costs [2] - The ongoing debate surrounding "Made in America" reflects the broader context of industrial division in the era of globalization [2]