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Apple Shares Fall Amid Broader Tech Shifts And Supplier Developments: What's Going On?

May 8, 2025
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Benzinga

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Apple shares traded lower Wednesday amid renewed concerns over supply chain vulnerabilities and global trade risks, according to Benzinga. AMD ended its 4-nanometer chip production deal with Samsung due to poor yields and U.S. tariff pressures. The company has shifted production to TSMC’s Arizona facility, which Apple and Nvidia are also reportedly using amid growing protectionist trade policies. Although Apple isn’t directly affected, the move highlights growing concerns over cost and manufacturing risks linked to shifting U.S.-Asia trade relations. Reports suggest Apple is accelerating efforts to compete with Meta in humanoid robotics, following Amazon’s launch of its Vulcan robot.