Apple now has additional time to allow for tariffs on Chinese semiconductors, thanks to a delay on any actual cost impact until June 2027. While the United States will still apply new tariffs on semiconductor imports from China, the effective tariff rate will be set at zero for approximately 18 months, according to a Federal Register filing (via CNBC). The tariff rate will increase on June 23, 2027, with the specific percentage to be announced at least 30 days in advance.