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As U.S. President Donald Trump fires another salvo in the global trade war—this time threatening 25% tariffs on iPhones not made in the U.S.—the world watches with apprehension.
But for India, this is more than just news from across the ocean. It’s a loud wake-up call and possibly, a strategic opening.
Apple already manufactures a portion of its iPhones in India through Foxconn and Pegatron. If Trump makes good on his tariff threats, Apple will be forced to diversify away from China—and fast.
India could be the biggest beneficiary of this chip and phone cold war.
Not just for Apple. Other tech giants might look to de-risk from China and move production to lower-cost, geopolitically “neutral” zones—like India.
If India plays this right, we could emerge as a tech manufacturing superpower.
But we aren't ready yet.
So while Trump is handing out geopolitical openings, are we agile enough to grab them?
If India can’t turn this Trump tantrum into a tech windfall, someone else will—likely Vietnam or Mexico.
Trump’s tariff sabre-rattling might be chaotic—but chaos breeds opportunity.
India doesn’t need to wait for Silicon Valley’s blessing. We need to be the Plan B the world wants before Plan A collapses.
Will we move fast enough? Or watch yet another global shift pass us by?
📌 Follow TheAIBull for real takes on tech, trade, and the global power race.