- calendar_today September 2, 2025
Apple seems to have discovered a new strategy to protect itself against President Donald Trump’s trade war: by stroking his ego. On Wednesday, Trump announced that Apple would be spared from a soon-to-be-imposed 100 percent tariff on semiconductors, which would have raised iPhone prices in global markets. Reuters reported that the company made the deal the same day that it pledged to spend an additional $100 billion on U.S. investments and presented Trump with a personalized statue.
Apple CEO Tim Cook said that the statue was made by Apple supplier Corning, which produces specialty glass for iPhones. It was cut by a former U.S. Marine Corps corporal currently employed by Apple. The large glass circle was cut to reveal a more pronounced Apple logo in the center. “This came from Utah. It has a 24-karat gold base, and his name is engraved on it,” Cook said, adding that he himself affixed a final touch: a signed “Made in America” note.
Trump, who has long pressured companies to increase domestic manufacturing, seemed to appreciate the gift. After Trump announced in the Oval Office that Apple (and any other company that opens factories in the U.S.) will see “no charge” on tariffs against semiconductors once they are enacted, the statement was a major victory for Apple, which had faced months of pressure from Trump about its supply chain location.
Trump has piled on publicly, and the steps taken by Apple on Wednesday come after a particularly rocky spring for Apple and the president. Trump publicly chastised Apple after the company announced plans to move production of iPhones to India rather than the United States. In April, he also suggested that his trade policies would result in “Made in America” iPhones. By May, he was more directly critical, telling reporters in the Middle East that he had a “little problem with Tim Cook.” Later, Trump reportedly called Cook and said, “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 long said, however, that moving iPhone assembly into the U.S. was a far more involved process and could take years, if it can be done at all. Yet Trump’s administration has pushed back on that argument, suggesting that Apple could actually make that switch in the relatively near future. Commerce Secretary Howard Lutnick even suggested that Apple was considering using “robotic arms” to come close to replicating the work of its factories in China.
Cook has made it clear that this isn’t happening, at least not anytime soon. Wednesday’s announcement suggests that Trump has moderated his demands. He threatened Apple with a 25 percent tariff if it didn’t bring iPhone assembly to the U.S., but now he is praising the company’s recent actions as “a significant step toward the ultimate goal of ensuring that iPhones sold in America also are made in America.” At the moment, at least, he’s backing away from hard demands.
Cook has instead pointed to iPhone parts, like semiconductors, glass, and Face ID modules, that Apple is already making in the U.S. He offered no specific timeline for when final assembly would take place domestically, saying only that it would continue overseas “for a while.”
Apple’s playing of the promise-and-gesture game is not a new one. It played it during Trump’s first term, with Cook effectively courting the president through promises of investment in the U.S., but evading his more grandiose demands. After Trump touted Apple’s plans to build three “big, beautiful” plants in America in 2017, only one was built—and that one made face masks, not consumer electronics. The following year, Trump also held a tour of an Apple manufacturing facility in Texas that he claimed could make iPhones domestically. Apple had, in fact, already promised to make MacBook Pro at the plant instead.
Apple has now said that it will invest $600 billion in the U.S. over the next four years. That sounds like a lot, but Reuters said that analysts pointed out the number was in line with Apple’s typical spending and was similar to a commitment made during both the Biden administration and Trump’s first term. In other words, it’s probably nothing new.
Trump has in the past warned that companies that don’t come through on promises like these would see retroactive tariffs. Apple, though, is on track to continue its typical rate of investment while keeping iPhone assembly overseas, so the calculus on tariffs has not changed. Trump has so far chosen not to push it—but it’s not clear how long he will continue to accept Apple’s minimal compliance with his demands.




