Large technology pays its way out of the Trump tariff

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Apple Tim Cook CEO (R) shakes hands with US President Donald Trump during an event at the White House Oval Office on August 6, 2025 in Washington, DC.

McNamee victory Gety pictures

The top technology executives are at the forefront of a modern group of unprecedented deals with the American President Donald Trump.

Only in the past few days, the White House has confirmed that American dance makers, Nafidia and AMDHe will be allowed to sell advanced chips to China in exchange for the US government to obtain a 15 % reduction in its Asian country.

apple CEO Tim CookAnd at the same time, recently Declare Plan to increase the US investment company’s commitment to $ 600 billion over the next four years. This was the move I saw on a large scale As an attempt to remove the technology giant from Trump’s intersection on the definitions – it appears to have worked at the present time.

In general, analysts say the deals show how important it is to find the largest companies in the world some identification relief.

“The wave of making deals is an attempt to secure a lighter treatment than customs tariffs,” PPO Foresight, Paulo Bescator, told CNBC.

“In a form or form, all major technology companies have been negatively affected by the definitions,” Pescator said.

While Satan will be the details of these agreements, Pescatore said that Apple leads the road with its accelerating American investments that are likely to lead to the “domino effect” inside the industry.

Apple has long been one of the major technology companies Big commercial tensions Between the United States and China.

Earlier this month, Trump announced plans to impose a 100 % tariff on semiconductor imports and chips, albeit exempting companies that “build in the United States”.

Apple, which depends on hundreds of different chips for its devices 800 million dollars In the costs of customs tariffs in the quarter of June, it is among the companies exempt from the proposed definitions.

“Practical Training” approach

Dealing with NVIDIA and AMD with the Trump administration, in the meantime, led a very grandfather about the potential impact of the work of the chip giants and whether the United States government has been looking for similar agreements with other companies.

Some strategies described the arrangement as “Shakedown,” while Others suggested that it may be unconstitutional And compared it to exports.

White House spokesman Caroline Levitt He said Tuesday that the legitimacy and mechanics of export tax by 15 % on NVIDIA and AMD “still settle”. It also has alluded to deals of this kind that can expand to other companies in the future.

Ray Wang: Pay NVIDIA and AMD 15 % of China's chips sales revenue to the US government. he

Ray Wang, founder and chairman of the Constellation Research Company, described the NVIDIA and AMD deal to pay 15 % of China’s church sales revenues to the United States government as a “strange”.

Talk to CNBC’sSquawk box“On Monday, Wang said what” really strange “is that there is still some uncertainty about whether these chips represent the issue of national security.

Wang said: “If the answer is no, then there is nothing wrong. The government comes out of it.” “Ginsen Huang decided from Nafidia and Leza Soo at AMD that they are well, we have a way to enter our chips into China and perhaps something good to get out of it.”

Investor fears

While investors initially welcomed the deal as a large -scale positive for both NVIDIA and AMD, which was safely reaching the Chinese market again, Wang said in this industry.

“As an investor, you are worried because after that, is this an arbitrary decision by the government? Does every president get Ringmaker playing in terms of these deals?” Wang said.

“Therefore, I think this is really anxiety, and we still have an additional tariff and commercial deals that come from China’s negotiations,” he added.

Technology investor Dan Niles says NVIDIA has access to the Chinese market



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