Apple has announced a new collaboration with Samsung, which involves sourcing chips for iPhones from the South Korean company's Texas plant.
Apple and Samsung Collaboration
Apple confirmed plans to procure chips for its products, including iPhones, from Samsung, which will manufacture them at its plant in Austin, Texas. This move is part of Apple's American Manufacturing Program (AMP), aimed at strengthening local supply chains.
Apple's Investments in Local Manufacturing
Earlier, Apple announced plans to invest an additional $100 billion in U.S. manufacturing, raising the total investment to $600 billion over the next four years. Analysts note that this could help the company maintain a positive image in the eyes of authorities, especially in light of potential trade tariffs.
Implications of Proposed Tariffs on Chips
U.S. President Donald Trump proposed a 100% tariff on all imported chips, raising concerns for South Korean companies like Samsung and SK Hynix. However, companies with U.S.-based manufacturing may be exempt from this tariff, providing additional incentives for domestic production.
The collaboration between Apple and Samsung in chip production could significantly enhance supply chains and improve localization of production, especially relevant in the context of an unstable economic situation.
