- calendar_today September 2, 2025
Apple has seemingly found a new way to outsmart President Donald Trump’s trade war: by flattering the president. On Wednesday, Trump said Apple would be spared an incoming 100 percent tariff on semiconductors, which would have driven up the price of iPhones in all markets. Reuters reported that the waiver came on the same day as Apple announced it would invest another $100 billion in the U.S. and present Trump with a personalized statue for the president’s birthday.
Tim Cook told reporters that the statue was cut by Corning, which supplies specialty glass for iPhones, and designed by a former U.S. Marine Corps corporal currently working at Apple. The large glass circle had a large Apple logo cut into it, Cook said. “It came from Utah, and it has a 24-karat gold base. And it’s engraved with the name of the current president of the United States of America,” Cook said. He finished the gift by adding a signed note: “Made in America.”
Trump, who has long demanded that corporations build more products in the U.S., appeared to take the gift in stride. “This is an example of a company, I think, probably in its early stages, but Apple — any company that’s building new plants in the United States of America will pay no charge when we put these tariffs on,” Trump said in the Oval Office as he showed off the statue. “So this is something that we just finished up.”
The move is the latest reprieve for Apple, which has long been on Trump’s public list for criticism about where it sources its supply chain. The new development comes after a particularly fraught spring, in which Trump repeatedly attacked Apple for not bringing more of its production to the U.S. Instead, the company was shipping parts of iPhone production to India. In April, Trump said he had a message for Apple: “We are going to have ‘Made in America’ iPhones.” In May, he showed greater frustration, publicly complaining in the Middle East that he had a “little problem with Tim Cook.” Trump reportedly said as much to Cook personally, telling him, “We are treating you really good, we put up with all the plants you built in China for years. We are not interested in you building in India.”
Analysts have been saying for years that shifting iPhone assembly to the U.S. would be a gargantuan task that would likely take years, if it were possible at all. But Trump’s trade team had already pushed the idea that such a change was coming. Commerce Secretary Howard Lutnick said earlier this month that Apple is looking into using “robotic arms” to match the skilled workforce of its China facilities.
But while Trump was still suggesting that Apple could build iPhones in the U.S. this week, the president has soothed his demands in the Wednesday announcement. “This is a significant step toward the ultimate goal of ensuring that iPhones sold in America also are made in America,” he said. For now, Trump seems to be giving up on any more immediate timeline.
Cook has for years noted that key iPhone components like semiconductors, glass, and Face ID modules are made in the U.S. But he has given no clear timeline for final assembly to move to the U.S., suggesting it will be “for a while” outside the U.S.
Apple is not new to making pledges to build plants in the U.S. and then not following up on Trump’s more extreme requests. When Trump was first in office, Cook wooed the president with similar promises to build U.S. investment but kept his distance from his tariff demands. In 2017, for instance, Trump tweeted that Apple would build “three big, beautiful” new plants in the U.S. Only one was eventually built, and it made face masks, not iPhones or other electronics. The same dynamic played out in 2019, when Trump visited a Texas factory he claimed was capable of making iPhones. Apple instead used the plant to produce MacBook Pros.
Now, Apple has pledged a total of $600 billion in investment in the U.S. over the next four years. Reuters reports that analysts say the figure is largely in line with Apple’s historic spending and how much it said it would spend in both the Biden administration and in Trump’s first term. The number, in other words, may not be new at all.
Trump has said that any company that doesn’t meet the commitments could be slapped with retroactive tariffs. But Apple so far seems to be moving forward as it was planning to before Trump’s announcement, with production remaining in China. The tariff math has not changed, and for now, Trump has opted not to push the issue.
Wall Street analysts have told Reuters that Apple’s move is “a savvy solution to the president’s demand that Apple manufacture all iPhones in the U.S.” That view comes from Nancy Tengler, CEO and CIO of Laffer Tengler Investments, a company that owns Apple shares.
Cook’s savvy and the gift to the president have given Apple more time in the trade war, at least as it continues to frame its progress toward “Made in America” iPhones. But it seems likely that Apple will keep most of its complicated manufacturing operations in China for the foreseeable future without facing tariffs.





