- calendar_today September 2, 2025
Apple may have discovered a new way to sidestep Trump’s trade war: flattery. On Wednesday, Trump said Apple would be exempt from a coming 100 percent tariff on semiconductors, a move that would likely have made iPhones more expensive for global customers. That waiver, Reuters first reported, came the same day that Apple said it would invest another $100 billion in the U.S. and presented Trump with a special gift.
The gift, Apple CEO Tim Cook said, was a customized statue. It was made by Corning, a 40-year Apple supplier that produces specialized glass for iPhones. The company’s staff of former employees was led by a former corporal in the U.S. Marine Corps, Cook added. Corning cut the glass into a giant circle, painted a bold Apple logo on it, and handed the piece off to Cook. The statue, he said, came from Utah. Cook then added his own touches: a 24-karat gold base with Trump’s name engraved on it. Cook added a personalized message: “Made in America.”
Trump, who has been aggressively pressuring corporations to produce more products in the U.S., seemed to like the gift. At the White House event where he accepted it, Trump confirmed that Apple, and any other company that builds factories in the U.S., will be charged “no charge” once tariffs on semiconductors are formally implemented. This comes as a huge relief for Apple, which has been subject to months of personal pressure from Trump about where it builds its supply chain.
The reprieve is the latest piece of good news for Apple following a turbulent spring. In the past several months, Trump has repeatedly chastised the tech giant for moving parts of iPhone production to India instead of inside the U.S. In April, he claimed that his trade war would soon lead to “Made in America” iPhones. In May, he made his displeasure clearer, lamenting from the Middle East that he has a “little problem with Tim Cook.”
That comment came, reportedly, after a Trump-Cook call in which the president scolded Apple’s CEO. “We are treating you really good, we put up with all the plants you built in China for years,” Trump told Cook, according to the report. “We are not interested in you building in India.” Analysts have pointed out for years that shifting iPhone assembly operations into the U.S. would be difficult, if not impossible. This year, his administration has tried to cast the move as imminent. Commerce Secretary Howard Lutnick claimed that Apple was already eyeing “robotic arms” to duplicate the manufacturing quality of its Chinese operations.
Wednesday’s announcement seems to indicate that Trump has lowered his expectations, at least for now. He’s previously threatened that Apple would be hit with a 25 percent tariff if the company didn’t start assembling its iPhones in the U.S. Now, he’s claiming that Apple’s recent announcements are “a significant step toward the ultimate goal of ensuring that iPhones sold in America also are made in America.” For now, at least, he seems to be backing off from immediate demands.
Cook has said that some parts of the iPhone will be made in the U.S., including semiconductors, glass, and Face ID modules. But he provided no firm timeline on when assembly would take place inside the U.S. (The answer is not anytime soon, Cook added: that process would remain overseas “for a while”.)
This approach is not new for Apple. Throughout Trump’s first term, Cook took the president out for dinners and showed him promises to invest in the U.S., often leaving behind Trump’s more aggressive calls for Apple to make its products inside the U.S. In 2017, Trump heralded plans for Apple to build three “big, beautiful” plants in the U.S. Only one was built, and it made face masks, not phones or laptops. In 2019, Trump toured a new plant in Texas that he said would be able to make iPhones, only for Apple to later commit the plant to MacBook Pros. In both cases, Trump set expectations for domestic iPhone manufacturing that Apple never hit.
This time, Apple said it would invest $600 billion in the U.S. over the next four years. That sounds like a lot, but as Reuters points out, some analysts say the figure is in line with Apple’s typical spending and similar to the pledges the company has made during the Biden administration and Trump’s first term. That is, Apple may not be doing anything it wasn’t already going to do.
Trump has threatened to apply retroactive tariffs to companies that don’t follow through on those sorts of pledges, but at this point, Apple seems to be proceeding with business as usual—meaning making iPhones outside of the U.S. Trump hasn’t chosen to make good on that threat yet, at least.





