Apple is currently among the U.S. companies most exposed to tariffs, particularly due to its reliance on China for manufacturing. The company's dependence on Chinese factories for iPhone production makes it especially vulnerable to U.S. tariffs on Chinese goods.
In response to these tariffs, Apple has begun shifting some production to India and Vietnam to mitigate the impact. However, the company still expects U.S. tariffs to cost it $900 million in the current quarter.
Analysts have noted that Apple has the biggest exposure to American tariffs on Chinese goods among U.S. tech companies. The company's stock has experienced significant volatility due to these trade tensions, with a notable drop in market capitalization following tariff announcements.
While Apple is taking steps to reduce its exposure, such as diversifying its manufacturing base, it remains one of the most affected companies by current tariff policies.
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