Apple’s manufacturing of iPhones in India under the government’s smartphone PLI, remains firmly on track despite President Donald Trump’s latest push for a 100% tariff on semiconductor chips imported from countries that don’t produce, or plan to produce in the US. While the sweeping proposal has sparked uncertainty across the global tech supply chain, Apple will not be impacted, for now. India’s Edge: A Competitive Advantage in a Shifting Landscape The reason being that Trump’s tariff blueprint includes a crucial exemption for companies that are either manufacturing in the US or are in the process of establishing such operations. Apple squarely fits that description. The iPhone maker, under CEO Tim Cook, has announced a massive $100 billion addition to its US investments, taking its total planned spend to $600 billion over the next four years. This includes the American Manufacturing Programme (AMP), aimed at creating an end-to-end domestic silicon supply chain, from R&D to packaging.