During Trump's tariff - trade world war, NVIDIA remained as steady as a rock, while Apple was thoroughly spooked! Despite both being American tech giants, the differential responses of Apple and NVIDIA are essentially the result of the combined effects of technological barriers, supply - chain resilience, and policy favoritism. Apple is constrained by the centralization and low - tech - value - added nature of the consumer electronics industry chain. In contrast, NVIDIA, thanks to its technological monopoly and decentralized layout, took the initiative in the tariff war. In the future, if U.S. policies further focus on the "technological moat", NVIDIA's advantages may expand. For Apple, it needs to break the deadlock through technological upgrades (such as in - house chip development) or supply - chain revolutions (such as a surge in Indian production capacity).
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