Trump Stirs the Waters Again: Chip Tariffs Incoming, Apple Safe – Who Will Join Next?

Donald Trump has announced that semiconductor imports will soon face high tariffs, but with one major exception — companies making massive investments in the U.S. economy may be spared. The most prominent example is Apple, which has pledged $600 billion over the next four years to domestic manufacturing. During a White House dinner with tech leaders, including Tim Cook, Trump made his intentions clear:

👉 “We will very soon impose a tariff… Tim Cook would be in pretty good shape.”

Apple as the Model Exemption Apple has already outlined specific steps:

🔹 A $100 billion investment beyond its original commitments

🔹 Relocating a larger share of its supply chain to the U.S.

🔹 Building a glass factory in Kentucky with Corning

🔹 Boosting employment at that facility by 50% Trump emphasized that other companies that choose to build or expand production in the U.S. will also be shielded from tariffs.

100% Tariffs – and Possibly Higher The President already spoke in August about imposing 100% tariffs on semiconductors, even hinting at potential rates as high as 200–300%. These measures would affect a wide range of electronics — from automobiles to consumer gadgets. Trump had earlier, while aboard Air Force One en route to a summit with Vladimir Putin, suggested that steel and chip tariffs would be introduced within two weeks, with initial rates set lower to give firms time to ramp up U.S. production.

Global Players – Who’s Safe? Trump’s strategy confirms that major foreign manufacturers investing in the U.S. can expect exemptions:

🔹 TSMC – investing $165 billion in Arizona, exempt from 100% tariffs

🔹 Samsung Electronics & SK Hynix – South Korean giants spared thanks to U.S. commitments

🔹 Over a dozen companies have struck similar deals since Trump’s return to the White House

What Does This Mean for Markets? According to Billy Leung of Global X ETFs, Apple’s pledge has reduced fears of supply chain disruptions and improved sentiment among investors and consumers alike. Trump is setting a straightforward rule: invest in America, and you escape the tariffs. For everyone else, a tough tariff package could shake not only the tech sector but the entire global economy.

#TRUMP , #Tariffs , #TradeWar , #Apple , #Samsung

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