Tariffs effect on Apple and Nvidia?

[benb]

If I was the Trump administration, I would target tariffs at US businesses manufacturing overseas, as Apple and Nvidia do.

Both are profitable and can afford the pain of a high tariff, while both have the option of using domestic foundries if they so choose.

I think most of us admire TSMC, but their domination of N3 has to end somehow. And it seems to not be happening without government prodding.

To make it somewhat fairer, I think a 51% domestic content would be enough, but eventually 100% domestic diffusion would be the rule.

 

[hist78]

If I was the Trump administration, I would target tariffs at US businesses manufacturing overseas, as Apple and Nvidia do.

Both are profitable and can afford the pain of a high tariff, while both have the option of using domestic foundries if they so choose.

I think most of us admire TSMC, but their domination of N3 has to end somehow. And it seems to not be happening without government prodding.

To make it somewhat fairer, I think a 51% domestic content would be enough, but eventually 100% domestic diffusion would be the rule.

The high tariff on semiconductor imports won't work. If Trump Administration insists to implement it (I highly doubt it), the first casualty will be Intel because Intel has major production operations in Ireland and Israel. Actually it will greatly protect TSMC's investment in the US from other competitors.

In terms of international semiconductor market, it's out of US tariffs reach. TSMC and others' fabs in Taiwan, Japan, South Korea, Singapore, Israel, and Germany will continue to produce and to thrive. We have to remember semiconductor itself is just a component of a final product. Higher tariffs will make those US made final products even more expensive and less competitive.

 

[Paul2]

Zero, Trump's tarrif did not impact any of Iphone manufacturers because they got tarrif exemptions through Apple Computers, and their lobbying.

No new entrant to the US smartphone market can get new exemptions. So, whomever got the 25% tariff waver is set to be practically impossible to unseat for a new smartphone company. They have an extreme unfair advantage.

nVidia still manufactures its video cards in China. And this is how fresh off the factory floor, non-OEM H200s end up in China. There are no OEM nVidia datacentre video cards. Their only contract manufacturer now is Foxconn, whose CEO is a well known communist sympathiser.

I heard rumours of them restarting manufacturing in Taiwan, but I haven't seen a single photo with a "Made in Taiwan" PCB yet.

 

[Barnsley]

Zero, Trump's tarrif did not impact any of Iphone manufacturers because they got tarrif exemptions through Apple Computers, and their lobbying.

No new entrant to the US smartphone market can get new exemptions. So, whomever got the 25% tariff waver is set to be practically impossible to unseat for a new smartphone company. They have an extreme unfair advantage.

nVidia still manufactures its video cards in China. And this is how fresh off the factory floor, non-OEM H200s end up in China. There are no OEM nVidia datacentre video cards. Their only contract manufacturer now is Foxconn, whose CEO is a well known communist sympathiser.

I heard rumours of them restarting manufacturing in Taiwan, but I haven't seen a single photo with a "Made in Taiwan" PCB yet.

Thats the magic , stuff like this usually protects the incumbents!!

Apple living the dream!