Apple should build its products in the USA. This is no easy feat, as it requires an entire manufacturing ecosystem of makers and suppliers. But still. Apple has the money to make this happen and the patience to stick with it for the 2 decades it would require. Now that would be a legacy Tim Apple could be proud of.
Intel really screwed up. They missed mobile and then missed AI. Not sure how they get back to being pre-eminent.
Agreed but it's the Federal and State governments that need to think about investing in new cities that are centered around manufacturing and fast transportation. There are many successful examples of how that can be done, from Singapore to Shenzhen. The US tends to focus more on privatizing insurance, prisons, healthcare. Terrible ideas! All that does is wrench more money out of their own citizens and implements invasive laws and practices.
"They needed an incentive and it will be they will not want to pay a tax"
They (TSMC) do not pay the tax. The American company that imports the product pays the tax, and and they usually pass that increase on to the consumer, resulting in higher prices.
TSMC makes the same amount of money per chip no matter what.
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If you believe the people who try to assemble a BOM for every Apple product, a 100% tariff on the A18 chip would cost Apple (not TSMC) an extra $45 per iPhone 16. Add in a buck or two for Apple having to deal with the federal customs bureaucracy, and if Apple wanted to pass all that along to the customer, how many people (not TSMC) salivating for the latest model would be deterred by a $50 price increase? Or maybe less, if Apple decides to eat some of it.
One thing is for sure, whether it is tariffs or increased U.S. production Trump's policies will result in much higher prices. The challenge to Apple is not replacing low cost labor, but finding the engineers they require. They simply don't exist in the U.S. In all likelihood the tariffs will be paid and those costs passed on to the consumer. This is how the middle and lower classes are taxed without having to increase the tax rate. It is simply a way of collecting more money from the American people and not calling it a tax.
What happened to open markets? I guess they're okay as long as no one can outperform us.
They’re not going anywhere. Just some are getting more expensive.
All a tariff is is an incentive to buy American. It’s not a ban.
Right now at this moment, it appears that Microsoft, Google, Meta, OpenAI and Nvidia may have been a little bit too hasty with their billions, in comparison to Apple it’s like they didn’t think it through? With the Apple Intelligence (sandbox) approach, Apple can call next and replace OpenAI and move on down the road.
We shall know within the next week or two after all the eggheads around the world apply some of the techniques used by DeepSeek in their own models while going through the DeepSeek code/model.
For Apple OpenAI is just a little small plug-in within Apple Intelligence, which can be replaced at their leisure, maybe that’s why Apple didn’t give OpenAI any money Next!
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For Apple OpenAI is just a little small plug-in within Apple Intelligence, which can be replaced at their leisure, maybe that’s why Apple didn’t give OpenAI any money Next!