Apple Secured 100% Tariff Exemption by Pledging U.S. Investment and Intel Chip Orders
Updated
Updated · 9to5Mac · Jul 10
Apple Secured 100% Tariff Exemption by Pledging U.S. Investment and Intel Chip Orders
3 articles · Updated · 9to5Mac · Jul 10
Summary
Apple won a semiconductor tariff exemption last summer after committing hundreds of billions of dollars in additional U.S. investment and agreeing that Intel would make at least some future Mac and iPhone chips.
The Trump administration had been weighing 100% tariffs on all semiconductor imports, a move that likely would have raised costs for Apple’s core products and put Tim Cook under pressure in Washington.
Trump later announced on Truth Social that Apple would use Intel-made chips for some products, a disclosure that sent Intel shares to record trading highs.
The link between Apple’s tariff talks and the Intel manufacturing deal had not been previously reported, showing how trade relief was tied to a push to shift chip design and production to the U.S.
Apple avoided tariff-driven price increases on its devices, though a global memory shortage still later pushed up component costs.