Apple Secures Tariff Exemption Through $100 Billion U.S. Investment While Preparing iPhone Price Hikes

Apple CEO Tim Cook successfully negotiated a semiconductor tariff exemption with the TRUMP administration by pledging $100 billion in U.S. investments, bringing the company's five-year commitment to $600 billion. The deal, sealed with a ceremonial gold-and-glass plaque presentation, allowed Apple to avoid chip price spikes that could have doubled costs.

Despite the White House reprieve, analysts anticipate Apple will raise prices on at least one iPhone 17 model launching this week. CounterPoint's Jeff Fieldhack notes widespread market speculation about impending hikes, with Jeffries analyst Edison Lee already factoring a $50 increase into average selling price forecasts while maintaining a 'hold' rating.

The tech giant's strategic maneuvering contrasts with broader industry trends where tariffs have forced price increases across gaming consoles, apparel, and consumer goods. Microsoft, Sony, and Nintendo have all raised hardware prices this year as supply chain pressures mount.