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Title: Apple Inc. (AAPL) Stock: $400 Billion Surge As Trump Hits Pause On The Trade War Button
In a surprise move, the White House announced on Wednesday that it would pause its plans to impose tariffs on Chinese-made goods for 90 days. This unexpected development sent shockwaves through the global market, with Apple’s stock surging over 15% in response.
The tariff reduction from China has had significant implications for Apple’s supply chain and manufacturing strategy. India has emerged as a crucial alternative production hub, particularly after Trump’s announcement. With tariffs on Vietnam-made goods plummeting from 46% to 10%, the country is now poised to become a major player in Apple’s global manufacturing operations.
The Indian government has played a key role in supporting Apple’s efforts by creating a “green corridor” arrangement at Chennai airport. This streamlined customs clearance process, which reduces clearance times from 30 hours to just six, enables Apple to efficiently transport its products and meet increased demand.
Not only did India’s tariff reduction create an environment conducive for production expansion, but it also incentivized Apple to accelerate the manufacturing shift away from China. The company has been working closely with local authorities to optimize operations and increase productivity at Indian factories.
Foxconn, one of Apple’s major manufacturing partners in India, has temporarily extended its factory operations on Sundays to support the increased demand for iPhone production. This move was planned and executed after eight months of preparation to ensure seamless execution. Additionally, about six cargo jets with 100-ton capacities have been transporting iPhones from India to the US.
The data shows Foxconn’s shipments from India to the United States skyrocketed in early 2025. The values jumped to $770 million in January and $643 million in February compared to $110-331 million in the preceding four months. More than 85% of these air shipments arrived at major US ports, including Chicago, Los Angeles, New York, and San Francisco.
Apple’s stock reaction signals a clear shift in investor sentiment as the company continues to diversify its production beyond China. With India now playing an essential role in its global manufacturing strategy, this development bodes well for Apple’s future growth prospects.
Apple CEO Tim Cook will likely address these tariff changes during the company’s earnings call on May 1.
Source: https://coincentral.com/apple-inc-aapl-stock-400-billion-surge-as-trump-hits-pause-on-the-trade-war-button/
