The crisis between Apple CEO Tim Cook and Trump deepens

Trump Reacts to Tim Cook: Apple Targets Manufacturing

There has been a serious rift in relations between Apple CEO Tim Cook and former President Donald Trump. Manufacturing investments in India, in particular, have put Apple at the center of political and economic pressures. Trump's new tariff hike could complicate the company's global strategy.

📊 Apple's Global Manufacturing Strategy and India Move

• Apple, in partnership with Foxconn, continues to expand its production capacity in India with an investment of $1.5 billion.
• The Trump administration interprets this investment as a clear challenge to production outside the United States.
• Manufacturing in India stands out as an important part of Apple's supply chain diversification strategy.
• The company aims to reduce geopolitical risks by becoming independent from China.
• This move by Apple highlights its global market priority despite US-based manufacturing pressures.

🧑 ‍ 💼 Tim Cook's Diplomatic Stance and Strayed Relations with Trump

• Cook's refusal to attend Trump's Middle East trip is seen as a breaking point in relations.
• The praise of Elon Musk and Jensen Huang, who participated in the trip, paved the way for Cook to be criticized.
• Trump has publicly displayed a clear dissatisfaction with Cook.
• Cook's diplomatic distance is seen as part of Apple's strategy to stay away from political pressure.
• But this stance has raised the risk of trade sanctions against Apple.

⚙️ Customs Tax Threat and Investor Concerns

• Trump has threatened an additional 25% tariff on iPhones manufactured outside the United States.
• This announcement caused a shock effect in the technology markets and caused a rapid decline in Apple shares.
• The company's $2.9 trillion market capitalization could be at risk.
• The stock has lost nearly 20% in value since the start of the year.
• Among the Magnificent Seven, Apple fell into the background in terms of performance.

🔍 Semiconductor Supply Chain and Safety Concerns

• Trump's remarks are seen as a move against the US's external dependence on semiconductors.
• Most of Apple's components are manufactured overseas, which poses a security risk.
• The Treasury Secretary stressed that Apple must make its supply chain more secure.
• Apple is trying to respond in this area with investments such as data centers being built in Houston.
• But the pressure to shift production to the United States is growing.

🧠 Expert Review

While Apple's investment in India is an important part of its long-term global strategy, domestic U.S. political pressures could hamper that strategy. In the short term, the threat of customs duties can negatively affect stock performance. In the medium term, Apple's supply chain moves will be critical. In the long term, however, balancing production diversity and geopolitical risks can be decisive for the sustainability of the company.

✅ Take Action

The recent developments in Apple shares can be both a warning and an opportunity for investors. Keeping track of geopolitical developments and taking strategic positions is now more important than ever.
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🛑 Disclaimer

This content is created by Investment Desk AI and does not constitute investment advice. You should make your decisions based on your own research and expert advisors.

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