US-China Tariff Surge Prompts Global Supply Chain Shifts

The escalating U.S. tariff regime under President Donald Trump continues to reshape global supply chains, compelling companies like Apple and automotive manufacturers to adapt rapidly. Apple faces significant challenges as China restricts technology transfers and recalls over 300 engineers from Foxconn's Indian iPhone assembly plants, complicating Apple's efforts to expand production outside China amid high U.S. tariffs. Despite India's ambitions to become a manufacturing hub, these geopolitical moves strain its reliance on Chinese skilled labor and critical materials, threatening production targets. Concurrently, sectors such as semiconductors and electric vehicles are seeing increased reshoring and diversification, exemplified by Intel's $20 billion U.S. chip plant and Ford's domestic EV battery investments, aiming to mitigate tariff impacts. The complex tariff landscape, with layered duties on Chinese imports reaching up to 95%, incentivizes companies to re-engineer supply chains to avoid costs, creating both risks and investment opportunities in tech and manufacturing. Overall, the intertwined geopolitical tensions and trade policies are driving a critical transformation in global production strategies.