Physical Address
304 North Cardinal St.
Dorchester Center, MA 02124
Apple CEO Tim Cook (R) shakes his hand with US President Donald Trump during an event at the White House Octal on August 6, 2025 in Washington, Columbia District.
Win McNamee | Gets the image
The best technology executives perform at the forefront of recent unprecedented transactions with the US President Donald Trump.
Only in the last few days the White House has confirmed that two American chips producers, Nvidia and AmdModern chips in exchange for the US government, which received 15% reduction of their income in the Asian country, would be allowed to sell in China.
Apple CEO Tim CookMeanwhile, recently announced Plans to increase the US $ 600 billion in the next four years. Step was widely visible As an application to get out of the technological giant with the intersection of Trump on tariffs – and it seems now worked.
In general, analysts say the transactions show how important the largest companies in the world find some tariff assistance.
“The flurry of deals is an effort to provide easier treatment for tariffs,” Paolo Pescatore, an analyst at PP Provesight, said.
“In some form or form, all major technology companies have adversely affected the tariffs. They can afford to unravel millions of additional payments that will be even more annexed, as emphasized by the latest quarterly income,” Peskatore said.
While the devil will be detailing these agreements in detail, Peskatore said Apple, which leads the way to accelerated investment in the United States is likely to cause a “domino effect” in the field.
Apple, for its part, has long been regarded as one of the major technology firms that are most vulnerable Throwing trading tensions between the US and China.
Earlier this month, Trump announced plans to impose a 100% tariff for semiconductor and chips, albeit with the release for firms that “build in the US”.
Apple that relies on hundreds of different chips for its devices and incurred 800 million dollars Due to tariffs in June, among firms released from the proposed tariffs.
“Practical” approach
The NVIDIA and AMD transaction with Trump administration, meanwhile, has caused an intensive discussion on potential impact on the enterprises of the chips and whether the US government could seek similar agreements with other firms.
Some strategists described an arrangement as “Shakedown“Time others assumed that it may even be unconstitutional And compare it with export tax.
Press -Secretary of the White House Carolyn Levit – Note On Tuesday, the legitimacy and mechanics of 15% export tax on Nvidia and AMD were “still promoted”. She also hinted that transactions of this kind could expand to other companies in the future.
Ray Van, founder and chairman of the Constalliation Research, described the NVIDIA and AMD transaction to pay 15% of the US Chinese chips as a “bizarre”.
Speaking with CNBC “Box for Squawk“On Monday, Van said that” really strange, “there is still some uncertainty whether these national security problems are.
“If the answer is not, okay, well. The government chooses from it,” Van said. “And Jensen Huang and Lisa Su nvidia, and Lisa Su in AMD, decided that in order we have a way to get to China, and maybe something good comes out of it.”
Problems with the investor
While investors initially welcomed this transaction both a wide positive for both NVIDIA and AMDs, which once again provide access to the Chinese market, van said some in the field are still concerned.
“As an investor, are you worried because this is an arbitrary decision of the government? Can every president play Kingmaker in terms of these deals?” said Van.
“So, I think this is really what concerns, and we still have additional tariffs and trades coming from talks in China,” he added.
Going forward, Dan Nils, founder and portfolio manager at Niles Investment Management, said the question for investors is whether the “practical” approach of Trump administration is positive or negative for US companies.
“I think it is very different for each company. So, I certainly take into account. More than for me, do you have a certain stability policy? Do you have a policy one week, and then it turns next?” NILS said CNBC “Closing Bell: Overtime“Monday.” Now it is even more concerned with it. “
– Arjun Harpal and Kit Leaving at CNBC contributed to this report.
