Apple announces record investment ($100.000 billion) following Trump's tariff pressure

Apple confirms its commitment to strengthening its manufacturing presence in the United States with an additional $100.000 billion investment, as announced alongside President Donald Trump at the White House. This move brings the tech company's commitment to the country to $600.000 billion over the next four years, making it one of the largest recent investment booms in the sector.

The Cupertino company's decision comes in a context marked by the pressure exerted by the Trump administration, who for months has insisted on the need to repatriate manufacturing and avoid dependence on Asia, especially China and India. The US president has used the threat of 25% tariffs as the main lever to get multinationals like Apple to reconsider moving their production abroad.

Trump and Apple: An alliance forced by tariffs

The new investment package goes hand in hand with an ambitious program to attract key activities of the supply chain and advanced manufacturing into the United States. This seeks not only to reduce Apple's exposure to sanctions on products manufactured abroad, but also motivate other technology manufacturers to follow the same path, strengthening national economic security.

Donald Trump has made no secret of his strategy of using tariffs as a tool of pressure.After publicly threatening Apple and its CEO, Tim Cook, with taxes on products assembled in India, the company has decided to increase its industrial investment on domestic soil. In Trump's own words, "The message is clear: manufacturing in the US is now almost an obligation.».

The new tariffs, which began to be applied this August, affect differently depending on the origin of the parts and devices, but in many cases They involve additional taxes of 10% to 25%The US administration is thus seeking to consolidate the narrative of industrial recovery, while Apple tries to avoid additional costs and ensure supply to its consumers.

Changes in production and market effects

The agreement includes the direct hiring of some 20.000 American workers, which will primarily be incorporated into areas such as R&D, software development, and artificial intelligence. In addition, Apple will expand its collaborations with a dozen domestic supplier companies, including names such as Corning, Texas Instruments, and Broadcom, all involved in the manufacture of essential components for its devices.

The figures reflect the extent of the commitment: Apple already employs more than 450.000 people in the US.., with a network of thousands of suppliers involved in the production of key elements. The goal is to have a much larger proportion of iPhones and other flagship products come from US plants rather than Asia., as has been the case until now. In this sense, we can also analyze in What is Apple Care? How the support and services infrastructure in the U.S. is strengthening.

The market response was not long in coming. The company's shares rose 5-6%. following the announcement, driven by the prospect of stability and relief from potential new taxes. However, this rebound comes after a difficult year for Apple, which has accumulated a cumulative fall of 14% on the stock market, partly due to uncertainty about tariff costs and the difficult start in the field of artificial intelligence.

Economic impact of tariffs and outlook for Apple

CEO Tim Cook has put numbers to the expected impact: between July and September alone, Apple expects the new tariffs to represent an additional cost of 1.100 billion dollars, almost 40% more than the previous quarter, according to estimates shared with analysts. Part of this cost is due to increased domestic sales and production, but also to the complex international supply network that Apple still maintains.

This increase in costs It comes at a time when the firm has declared record sales and profits In the third fiscal quarter, with net sales of $94.036 billion and profit of $23.434 billion. Gross margin, however, could be pressured by the need to absorb some of the taxes or, alternatively, pass those costs on to the final price of the products.

The tariffs also affect devices assembled in Vietnam and India, not just those from China. Trump has reiterated that the only way to avoid these taxes It is domestic production. For their part, Apple executives emphasize that the company "It seeks to mitigate the effect by optimizing its supply chain.» and new industrial alliances on US soil.

The impact of the trade dispute is such that Some analysts do not rule out the possibility of seeing significant increases in the price of products such as the iPhone., depending on how the tariff war develops. For now, Apple is opting to strengthen its stake in the country while continuing to look for alternatives to diversify its global supply chain.

The relationship between Apple and the Trump administration The situation has oscillated between tension and forced negotiations, marked by pressure strategies, threats of sanctions, and historic industrial bets. The company faces a future shaped by these changes, which could transform not only its business model but also the American technological and labor landscape.