I mean we can see it playing out in realtime right in front of us; Sony, Microsoft, and Nintendo have all raised their prices in the US since the tariffs came into effect.

All that's being accomplished is that Americans are now paying more for things when they were already in a cost of living crisis.

This. It quite simply isn't happening and it is naïve to believe these tariffs will cause all these companies to pack up shop and bring manufacturing back to America. These companies are simply making a bunch of vague promises with unspecified dates and little information so that the orange idiot can get a PR win, the same shit happened in his first term, Lol. And if people think prices are expensive now, just wait until this "manufacturing back to America" happens! If it did happen prices would be even more expensive than what they are with tariffs, using iPhone as an example...

Bank of America Securities analyst Wamsi Mohan said in a note Thursday that the iPhone 16 Pro, which is currently priced at $1,199, could increase 25% based on labor costs alone. That would make it a roughly $1,500 device. Wedbush’s Dan Ives pegged a U.S. iPhone’s price at $3,500 shortly after Trump’s April 2 tariff announcement, estimating that Apple would need to spend $30 billion over three years to move 10% of its supply chain to the U.S. "It’s just not a reality that on the time frame of imposing tariffs that this is going to shift manufacturing here. It’s pie in the sky,” said Jeff Fieldhack, research director at Counterpoint Research.

Here’s How Much a 'Made in the USA' iPhone Would Cost

By the time these manufacturing plants are even built, Trump will be out of office.

Building a Chipmaking Fab in the US Costs Twice as Much, Takes Twice as Long as in Taiwan

And that's just the plant, we haven't even got into the massive workforce needed, and the skills.

It makes zero sense for companies to bring a significant amount of their manufacturing to America, it will be far more expensive than tariffs in both the short-term and long-term, America doesn't have the workforce, it will take years to set up, and by the time it is setup, Donald Trump will be out of office, and America changes its mind every 4 years, Lmao.

They will throw Trump a few vague PR wins and keep manufacturing abroad, where it is far cheaper, pass the cost of tariffs onto consumers and wait it out which won't be a long wait for them. Especially when Trump himself has contradicted the "bring manufacturing back to America" argument multiple times, and used multiple different bullshit reasons for the tariffs, and moved the tariffs to on/off regardless of manufacturing being brought back to America, Lol. Once he gets a deal with the countries themselves he will lift the tariffs and won't give a shit about if companies have moved manufacturing back. Something which, even if it did happen (it won't) he would be long dead to notice it.

They'll bring "some" manufacturing to America, it won't be a significant amount, but enough to give PR wins. 10% at the very most, it will never be a majority, it will never be close to a majority, these countries are just far cheaper to manufacture in than America. Tariffs are temporary, they might not even last Trump's entire term, they will be lifted long before manufacturing is brought back to America.

People who voted for trump deserve it. How can you be that naive and elect someone who failed multiple businesses and be confident about the economics rules made by trump lmao ?

Hopefully this keeps it from reaching 100 million

Well there are two parts.  One, we need to see how much MFG comes to the US.  I do think many here are being a bit blind to the committed trillion dollar investments.  I get the idea that companies can back away from their commitment, but that is a bit naive.  Companies can't falsely make massive public announcements, that is a major security and exchange commission violations.

The second piece is a bigger question.  Paying more to have more jobs, is it worth it?

But hate blinds.  And to be fair the hate is more than justified.  

And if anyone here is being honest....  there is a bit of an absurd dismissive attitude to well over $1,000,000,000,000 in investments.  

And people are wrong about vague promises that companies can just back off whenever.  Security and exchange commission says hello.

Apple is a publicly traded company.  They can't flatly lie about a $500,000,000,000 investments.  Sure they can change plans, but isn't as simple as being are making it out to be.  

Look at it from the companies POV; it would cost them a fortune (and years) to set up new operations in the US, and even once they came online, they'd be far more expensive to operate due to first world wages.

In three and a half years time, the current US government's term ends; the new admin may dispense with tariffs altogether, in which case the companies have wasted a fortune for nothing. Heck, Trump is already flip-flopping on a day to day basis, to say nothing of years down the track.

It just isn't worth their while, not when they can just raise their prices and carry on business as usual.

Unless I see the commitment in writing which states what exactly they're investing in, over what time period, and the consequences for breaking these commitments, I'm going to write it off as vague PR promises.

• Intel Prepares For $100 Billion Spending Spree Across Four US States | Reuters
• Intel Delays Opening $100bn Ohio Chip Plant Until 2030 - Global Construction Review
• Intel Confirms Mass Layoffs, Over 24,000 Jobs To Be Cut This Year | PCMag

Apple Aims To Make Most of its iPhones Sold in the United States at Factories in India By The End of 2026

They have two options.

1. Invest hundreds of billions in moving manufacturing over to America, hiring tens of thousands of employees in a time where corporations are laying off tens of thousands of American employees and moving to cheaper outsourcing, building manufacturing plants which are unlikely to be open during Trump's term in office and paying far more for cost of production. All to avoid Trump's tariffs which are temporary and have a likely expiry date of 4 years (decent chance the next President will lift them) but very likely have an expiry date of even shorter considering we've seen Trump TACO multiple times and not even the stock market reacts to his tariffs anymore.

2. Take a temporary hit and pass the costs onto consumers, wait for Trump to either lift the tariffs once he gets his "deals" or wait for the next President. Far cheaper in both the short-term and long-term for the companies. Trump himself doesn't even give manufacturing as the core reason for most of these tariffs anyway, and lifts them before his claimed issues are even resolved, it has mainly been about "trade deficit" nonsense with him, companies know the tariffs will be lifted long before manufacturing can be brought back to America, so why bother?

If they do Option 1 then the cost of production will increase long-term, maybe permanently? If they do Option 2 then cost of production increases only while the tariffs are active, which is likely ~4 years. Businesswise it makes more sense to just wait the tariffs out and then continue business as usual, that is using the cheaper countries to build Americans stuff which already has everything set up perfectly.

They didn't all do it at the same time. There's been a fair gap. Remember how SNY raised prices earlier in the gen and MS waited months and months before they followed suit, even though it sounded like they weren't going to? Why wasn't SNY first to move again this time? Why last out of all of them? It makes a lot more sense that SNY knew they could get away with keeping prices as is, yet decided to grab another $50 while they could, plus for investors sake, because they're confident they can get away with it with how things are going for them. We'll see how that turns out.

As others have mentioned:

Nin is just doing Nin, MS doesn't even need XB, SNY is somewhat approaching PS2 market dominance, AMD is stomping Intel, TSMC has PS2 level dominance of the chip fab market. Monopolies are bad for free markets and capitalism, and worse when they're mega corps.

Isn't the price of gas, eggs, etc, all down? Seems like the Gov just went and made moves to shift price increases from some things to others, so I don't exactly see how so many Americans will be super upset over this and necessarily want change.

I also only see the production shift people are talking about happening, staying in or going back to Asia, if the Dems win 2028. However even then, with the back and forth so far, unless the Dems were to win really big, I think plenty of companies are going to get the message and adjust, in favor of the USA, to a degree. If the Reps win in 2028, they're going to just go even harder with this existing plan, and then you're going to see mass adoption of the idea that companies need USA manufacturing, or at least North American. Then it would be at least 2 terms before the Gov starts backing off a bit. So not much relief until 2036 in that case.

Now if this strategy doesn't work, then unless Trumps got something else up his sleeve, maybe, maybe not, hard to say with him, I'd imagine you're going to see the Dems take 2028, and they'll just go right back to where Obama left off in 2016 and continue from there.

Like Chrkeller keeps saying, we'll see if this plan works or not (soon enough).

Better wages and better workers rights, better benefits packages, etc. Even in America itself, corporations like Microsoft massively rely on contractors to cut costs because contractors aren't entitled to the full set of benefits that a full-time employee is, it's a shitty reason but that's how these companies operate, always looking for the cheapest possible solution.

The cheapest solution in both short term and long term isn't to bring manufacturing back to America, so they won't do it.

Tomorrow Trump could lift tariffs on China if only because they released a statement saying how he is the best President to ever exist, Lmao. It's futile to base your business decisions on whatever Trump is doing. Just give him a vague PR win to keep the toddler happy and let him scream at someone else. Tariffs could lift tomorrow, they could lift next week, there's no sense in trying to decipher the madness.

Maybe.  Be curious how the SEC responds if all this is made up.  I still think this is way more complex than people think it is.