CHANGE: Apple Plans to Source More iPhones From India as Potential Tariff Fix.

The adjustments are a short-term stopgap while Apple attempts to win an exemption from President Trump’s tariffs—which Chief Executive Tim Cook obtained during the first Trump administration. The company sees the situation as too uncertain to upend long-term investments in its supply chain, the people said.

Trump’s tariff package raises levies on Chinese goods to at least 54% while imposing a 26% rate on Indian goods. On Monday, Trump threatened to add to China tariffs if the country doesn’t remove the retaliatory duties they announced after U.S. tariff plans were revealed on April 2.

India is largely friendly, China isn’t.

Although the tariffs on Vietnam strike me as short-sighted. Vietnam is a potential counterweight to China (the Vietnamese Army gave the PLA a bloody nose in 1979) and has a small enough economy that we can afford a little friendly largess.