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Tim Cook Thanks Wrong President for US Chip Manufacturing
Apple's CEO just thanked Trump for Biden's biggest tech victory. But behind Tim Cook's peculiar case of selective memory lies $1 billion in tariffs, a high-stakes political gambit, and perhaps the most expensive thank-you note in corporate history. The real story? Even more fascinating.
Apple CEO Tim Cook just gave us a masterclass in corporate diplomacy. He thanked Trump for semiconductor manufacturing progress that Biden actually delivered. Talk about awkward timing.
In a pre-recorded message to business executives, Cook praised Trump's "focus on domestic semiconductor manufacturing." The timing raised eyebrows. Just 18 months ago, Cook stood next to Biden at TSMC's Arizona plant, explicitly thanking him for the CHIPS Act that made expanded U.S. manufacturing possible.
Cook's selective memory comes with context. Apple faces nearly $1 billion in tariff impacts on their Q3 earnings under the current administration. The tech giant needs friends in high places – and seems willing to rewrite recent history to get them.
Following the Money
The numbers tell the real story. Apple plans to invest $500 billion in the U.S. over four years. They'll source 19 billion chips from American companies this year alone. TSMC's Arizona plant, where Apple stands as the largest customer, represents a major shift in semiconductor manufacturing back to U.S. soil.
A History of Strategic Friendship
This isn't Cook's first dance with Trump. December saw him visit Mar-a-Lago. He donated $1 million to Trump's inauguration fund. He showed up at the ceremony. Every move calculates risk against reward.
Trump called the CHIPS Act "ridiculous" and "horrible." He threatened to pull its funding. Yet Cook credits him for the semiconductor renaissance the Act enabled.
Coast-to-Coast Expansion
Meanwhile, Apple expands across nine states. They're building an AI server factory in Texas. Their supplier network spans all fifty states. But these achievements stem from policies Cook conveniently misattributes.
Made in America: The Real Story
The semiconductor industry's return to American soil marks a significant shift. TSMC's Arizona investment grew substantially after Biden's CHIPS Act passed. The plant Cook visited with Biden represents exactly what he now credits to Trump.
Back in 2022, Cook gushed about Biden's "leadership" and thanked him specifically for the CHIPS Act. He called it an "incredibly exciting day for America." Today's message strikes a different tone.
The Bottom Line
Behind the corporate theater lies a simple truth: Apple needs political allies more than historical accuracy. With billions in tariff impacts looming, Cook plays both sides of the aisle with practiced precision.
Why this matters:
This isn't just about semiconductors – it's about how tech giants navigate political waters when billions hang in the balance
Cook's strategic amnesia shows corporate America's real skill: telling each administration exactly what they want to hear, regardless of facts
A shift in US export policy could soon give Gulf states access to coveted AI chips, potentially redrawing the global artificial intelligence landscape. The move raises questions about technology transfer risks and regional stability as Middle Eastern nations vie for AI dominance.
Washington lawmakers are considering unprecedented controls on consumer computing hardware—extending far beyond data centers to reach home gaming systems. The proposal's scope surprised even industry veterans, who now face tough questions about privacy and practicality.
What do fake pregnancies and live lobsters have to do with AI chips? Everything, says one tech giant. Nothing but fear-mongering, snaps the other. Silicon Valley's newest feud exposes how far some will go to keep America's AI edge.
TSMC launched construction of its third semiconductor plant in Arizona today, marking the largest foreign investment in U.S. manufacturing history. U.S. Commerce Secretary Howard Lutnick visited the site to mark the milestone.
