Core Viewpoint - President Trump announced that his mobile phone will utilize "American-made" phones and services [1] Group 1 - The initiative emphasizes the importance of domestic manufacturing in the technology sector [1] - This move may influence consumer preferences towards American-made products [1] - The announcement aligns with broader economic policies aimed at boosting local industries [1]

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]

Core Viewpoint - Former President Trump has publicly pressured Apple to manufacture iPhones in the U.S. or face a 25% tariff, leading to a significant drop in Apple's market value and stock price [1][2] Group 1: Trump's Pressure on Apple - Trump has previously warned Apple CEO Tim Cook about the need for domestic production, stating that if Apple wants to sell iPhones in the U.S., it must produce them locally [1] - Trump's recent comments have caused Apple's stock to drop by 3.57% in pre-market trading, negatively impacting U.S. stock index futures [1] - The pressure from Trump is part of a broader strategy to revive American manufacturing and bring jobs back to the U.S. [3] Group 2: Supply Chain Challenges - Apple's supply chain is heavily reliant on international components, with parts sourced from over 40 countries, primarily in Asia [2] - If iPhones were to be produced entirely in the U.S., the retail price could increase from approximately $1,000 to $3,500, making it economically unfeasible [2] - Analysts suggest that enduring a 25% tariff is preferable to the long-term costs associated with relocating production to the U.S. [3] Group 3: Employment and Economic Impact - Trump's goal of increasing U.S. manufacturing jobs may not be achievable, as recent analyses indicate that tariffs could lead to a net loss of jobs rather than an increase [3][4] - High labor costs and a lack of skilled workers in the U.S. present significant barriers to domestic manufacturing for companies like Apple [4] - Historical attempts by companies like Motorola to produce in the U.S. have failed due to high costs, suggesting that Apple may face similar challenges [4]

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]

【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 ...