Apple Would Rather Absorb A 25% iPhone Tariff Than Move Production To The US, Says Analyst: ‘…No Guarantee They Won’t Face Repeated Tariff Threats During His Term’

President Donald Trump has demanded that Apple manufacture iPhones sold in the United States domestically or face a 25% tariff. Top analyst Ming-Chi Kuo suggests that Apple is unlikely to relocate production, finding it more profitable to absorb the tariff than to move assembly lines back home.

Apple Would Rather Absorb A 25% iPhone Tariff Than Move Production To The US, Says Analyst: ‘…No Guarantee They Won’t Face Repeated Tariff Threats During His Term’

Foxconn Makes Products for Nvidia and Apple. Why It’s Cutting Its Guidance. – Barron’s

Despite posting robust profits driven by AI server demand, Foxconn, a key supplier for Apple and Nvidia, has lowered its full-year sales outlook. The company cites currency appreciation and tariff risks as significant challenges ahead.