$Apple(AAPL.US) details are out. Looks like most of the incremental $100B will be spent with components built in the US through Apple partners like Corning, Coherent, GlobalWafers, Applied Materials, TI, Samsung, GlobalFoundries, Amkor, and Broadcom.
Doesn't look like they will be assembling phones in the US. This is good news for margins and means price increases because of this announcement are unlikely.Source: Gene Munster
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