The essence of Apple is to make money, both in China and the United States. The essence of NVIDIA is competition. Therefore, after the introduction of the 232 semiconductor tariffs, it seems that there is no need to target Apple, but rather NVIDIA.
Targeting Apple would result in losing both people and money, and it would also make it clear to Americans who bears the brunt of the tariffs. This is something that someone has been desperately trying to hide. After all, this product cannot be replaced in the United States. If Apple is targeted, in the end, Apple products in the US region will have the highest prices globally. However, when targeting NVIDIA, it is about preventing the other side from developing or slowing down its development. One should stop it even if it means making less money. Moreover, NVIDIA's products are not civilian products and have nothing to do with the vast majority of ordinary people.
So, since the trade war of tariffs, among those supply chains mainly for export like Apple's supply chain and NVIDIA's supply chain, if they can be restored, it seems that Apple's supply chain will recover the fastest. Civilian products have a very wide reach, mainly involving young people and the middle class, so someone will still have concerns. Currently, Apple's products are already in a state of exemption, but our domestic capital is still afraid, which precisely creates an expected difference. At the worst, the situation can't get worse to the point of more than 145%. But once the tariffs on Apple's supply chain are finally determined, basically, it will be a case of seeing the restoration after the negative impact is fully realized.
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