This is MacOS Ken.

How tariffs could hurt Apple, part 80, I think, sparring between the EU, Big Tech, and the US, and catching up on TV talk, it is Tuesday, the 22nd of April 2025.

I'm Ken Ray, and this is news from MacOS Ken.

Brought to you by yours truly and supported by people like you.

Patrons through Patreon.

Find out more and add your support at patreon.com slash macOS cap.

Wouldn't it be nice to think that Apple was out of the woods where the China tariffs are concerned?

We talked yesterday about Wall Street's huge sigh of relief around Apple last week. That came after the Trump administration

carved out what look for all the world like exemptions for big tech around the 145% tariffs on goods

imported into the U.S. from China.

So why did TF International analyst Ming Chi Kuo hit the tariff thing again on Monday?

According to a piece from CNBC, the Trump administration is reportedly planning to use tariff negotiations

to pressure U.S. partners to limit their

dealings with China. I guess the good news is we apparently still have partners, but if they go

along with the apparent Trump plan, Ming Chi Kuo thinks it will mean gloom, despair, and agony on Apple.

A piece from seeking Alpha had Young MC hitting the hell site on Monday,

citing the CNBC piece.

The analyst said in part,

if such restrictions on trade with China involve urging other countries to raise their tariffs on Chinese goods,

the potential risks for Apple would rise sharply. If tariffs on Chinese imports stay limited to the U.S., the TF

international analyst says Apple risks are manageable. However, he says if other countries also raise

tariffs on Chinese goods, Apple would need to establish more non-China iPhone production lines to meet demand and markets beyond the U.S., meaning the tariff risks for Apple would become immeasurable and entirely uncontrollable.

...