Big Tech is paying its way out of Trump tariffs

The best technology managers are at the forefront of unprecedented agreements with US President Donald Trump.

In the last few days, the White House confirmed that there were two US chipsets, Nvidia And Advanced Micro DevicesIn exchange for the US government, it will be allowed to sell advanced chips to China by taking 15% of its revenues in Asian country.

Apple CEO Tim Cook, by the way recently announced In the next four years, the company plans to increase the US investment commitment to $ 600 billion. The movement was seen as an offer to remove the technology giant from Trump’s plus signs on tariffs, and seems to have worked for now.

Analysts say that agreements show how important it is to find some relief of the tariff aid of the world’s largest companies.

“The hurry of the agreement is an attempt to treat CNBC with an e-mail to the PP Foreasight Technology Analyst,” The rush of the agreement is an attempt to treat more than tariffs. ” He said.

“In some ways or form, all major technology companies have been adversely affected by tariffs. In the last three -month earnings, they cannot afford to pay for a fork in additional wages of millions of dollars that will increase profits even more.” He said.

Although Satan will be in the details of these agreements, Pescatore said that Apple has pioneered with accelerated US investment.

Apple has long been considered one of the most vulnerable major technology companies to boil trade tensions between the US and China.

At the beginning of this month, Trump announced that it plans to bring 100% tariff to the import of semiconductors and chips, albeit exempted for companies that are “building in the United States”.

Apple, which is based on hundreds of different chips for their devices and based on tariff costs of $ 800 million in June quarter, is among the recommended tariffs.

Organizing some strategists “shepherd“Others suggested that they may even be unlikely to be contrary to the constitution and that they can be compared with export tax.

White House spokesman Karoline Leavitt said on Tuesday that the legality and mechanics of the 15% export tax on Nvidia and AMD are “still ironed”. He also implied that such agreements could expand to other companies in the future.

Ray Wang, the founder and president of the Contellation Research described the Nvidia and AMD agreement to the US government as “strange” of 15% of Chinese chips sales revenues.

Speaking about CNBC’s “Squawk Box” on Monday, Wang said the “really strange” one.

Wang, “If the answer is no, well. The government gets a deduction from it.” He said. “Both Nvidia’s Lisa Su on Jensen Huang and AMD decided that both are okay, we have a way to put our chips into China, and maybe there’s something good.”

Initators said the agreement was once again satisfied with Nvidia and AMD, which was safely safe to the Chinese market, while some of the Wang said that some of the industry would still be concern.

“You are worried as an investor, because then this is an arbitrary decision by the government? Does every President play Kingmaker for these agreements?” Wang said.

“So, I think that’s anxiety, and we still have additional tariffs and trade agreements to come from Chinese negotiations.”

When we look forward, Dan Niles, the founder and portfolio manager of Niles Investment Management, said the question of investors is whether the “applied” approach of Trump administration is positive or negative for US companies.

“I think it is very different for every company. So, something I take into consideration. For me, a bigger thing, a policy has stability? Do you have a week and then turn the next?” Niles CNBC’s “Closing Bell: Excess overtime “Monday.” Right now, that’s what’s more interested in me. “