Melius Research's Ben Reitzes on Apple's response if tariff exemptions are denied
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Melius Research analyst Ben Reitzes discussed potential implications of US-China trade tensions on Apple, focusing on how the company might respond if tariff exemptions are denied. The discussion centered on the potential impact of trade policies on Apple's global supply chain and AI technology trade.
April 10, 2025 | 3:30 pm
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Apple may need to strategize alternative supply chain routes or absorb additional costs if tariff exemptions are denied, potentially impacting its manufacturing and AI technology development.
Trade policy changes could directly impact Apple's global manufacturing, supply chain costs, and technology transfer strategies. Potential tariffs might increase production expenses and complicate AI technology development.
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