SiTime

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SiTime
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  • AAPL crumble: stock hit again, as White House clarifies 145% China tariff rate

    SiTimeSiTime
    bobroo said:
    I'm certain it works out like this:

    Trump recinds his 145% tax on Americans for buying Chinese goods because too many Americans don't like paying 145% more for a shopping cart of goods from Costco, Target, Walmart, or Amazon.

    President Xi doesn't budge and China doesn't buy as many American made goods ever again.


    China will win the battle and show the world that there is a new world powerhouse in control.  
    China’s economy isn’t exactly in a position of strength right now. Well… no country’s economy will be strong if this continues. But even before all of this, China’s economy wasn’t doing so well. Various structural issues and whatnot.

    If Trump removed the American tariffs, Xi would remove the Chinese tariffs as well. Xi doesn’t want to more than double the prices of American goods for Chinese consumers (if he doesn’t have to in order to retaliate against Trump tariffs). Especially since many of the American goods that Chinese consumers buy are food products.

    This tariff war isn’t good for any country (America included, China included). The world is just waiting for one man to realize that. 
    radarthekatbobroowillettroundaboutnowwatto_cobra

  • Twopan Portable SSD review: Compact but expensive iPhone storage

    SiTimeSiTime
    MSRP of $400?!?! Wow. That’s… quite ambitious of an asking price. And this is pre-tariff pricing, right? At that price you might as well pay the Apple Tax and jump up to the highest iPhone storage tier (assuming you are buying a new iPhone, of course).
    watto_cobra

  • Apple's high storage prices may be key to mitigating iPhone 17 Pro price rises

    SiTimeSiTime
    hugo62 said:
    The real problem for Apple could well be international resentment and dissolution with America, its companies and services as a result of the policies of the Trump administration. America is less than 5% of the world’s population, yet Trump is flexing American muscle against its friends, whilst appeasing aggressors. All of which affect almost the entire planet. Such policy shifts are not going down well across greater Europe and within the UK… time will tell. However, i have already started to question the purchase of certain American goods and services.
    Not to be too… well… this might be a new feeling for Western Europeans (being directly in the metaphorical-crosshairs of America — that Europe has benefited from in the past), but the rest of the world has been dealing with this for decades (crosshairs both metaphorical and actual). 
    entropyswilliamlondonwatto_cobra

  • Apple to report Q2 2025 earnings on May 1

    SiTimeSiTime
    jib said:
    As much as I would like to see the dividend increase, with the upcoming tariffs I think it is the wrong time to increase dividends.  In fact, I would not be surprised if there is a decrease coming either this quarter or next to offset some of the tariffs.
    Apple can easily (very easily) pay the current dividend from earnings (as well as easily pay for a dividend increase). The likelihood of Apple cutting the dividend is very slim. Apple cutting the dividend would surprise the market and tank shares even more than what has already occurred.

    Even if Apple couldn’t afford the dividend (which Apple can definitely afford), Apple has $53.77 billion in cash. That’s about $3.58 in cash per share (while the dividend only costs Apple about $1.00 per share annually).

    There will be companies out there that will struggle mightily because of these tariffs. And those companies — if they pay a dividend — will need to consider a dividend cut (or a full suspension of the dividend). But Apple isn’t one of those companies. Apple’s profitability will take a hit, but they will almost certainly remain profitable. If it get to a point where Apple (with its current level of profitability and $53.77 billion in cash saved up) needs to cut its dividend, then everything has truly gone to hell (… well, more so than currently).

    This is a bad situation (understatement of understatements). But it’s also important to keep in mind that: This isn’t a global pandemic level of bad. During the global pandemic global economic activity came crashing down and millions of people died. This isn’t that.
    ramanpfaff

  • Trump blinks: Floats suggestion that Apple might get a tariff exemption

    SiTimeSiTime
    twolf2919 said:
    You might want to consider reading what you previously wrote :-)

    "but now, that may not have been necessary. Exemptions may not occur, and anything could happen or change at a moment's notice, so Apple may continue shipping iPhones in massive quantities to stockpile during the 90-day reprieve."

    As you wrote yourself earlier in the piece, China is not part of the 90-day reprieve, so unless Trump specificially excludes Apple, Apple doesn't have 90 days to stockpile.
    Many iPhones are assembled in China, but iPhones are assembled in countries other than China as well. Apple can continue to ship iPhones from India (and elsewhere ex-China) to warehouses in America at the 10% tariffs rate during the 90-day pause. America can get the India (and elsewhere ex-China) assembled iPhones, while the China assembled iPhones can go to the rest of the world.
    MisterKitfolk fountainssfe11blastdoordanoxjibwatto_cobra