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Jim Cramer likes Apple’s move to manufacture more in America

MacDailyNews

Mar 25

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Jim Cramer, host of CNBC’s “Mad Money,” expressed his approval to viewers of Apple’s decision to shift more of its manufacturing to the U.S. He likened the decision to comparable moves by Taiwan Semiconductor and Hyundai. By relocating production from China to the U.S., Cramer argued, companies could sidestep potentially devastating U.S. import tariffs. Apple plans to invest $500 billion in the United States over the next four years as part of this shift.

Douglas A. McIntyre for 24/7 Wall St.:
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The challenge to Cramer’s view is that “onshoring” will take years.
Apple faces another challenge. In late 2023, it made 95% of iPhones, AirPods, Macs, and iPads. The Chinese government might object to losing all that business.
Onshoring and tariffs are only a modest part of Apple’s problems. Sales of its iPhone 16 have been lackluster, particularly in China. Its artificial intelligence (AI) features are being released late and are not impressive. Improvements in Siri have been pushed until early 2026. Google and Microsoft, among other companies, already have consumer-facing AI products in the market.

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MacDailyNews Take: Again, while it will take time for the company to condense its Apple Intelligence vaporware, we don’t believe the impact of U.S. import tariffs on Apple will ultimately amount to much if anything.

Anyone who thinks Apple won’t get significant, meaningful U.S. import tariff exemptions hasn’t been paying attention. Profit from the panic of the uninformed and misinformed. – MacDailyNews, March 19, 2025

Expect specific exemptions from U.S. import tariffs for important Apple products. – MacDailyNews, February 2, 2025

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