Apple Boosts US Investment to $600 Billion, Creates 20,000 Jobs Amid Tariff Pressures and AI Concerns

Apple has announced a $100 billion increase in its US investment plans, bringing its total commitment to $600 billion over four years. The move aims to create 20,000 new jobs, develop a US-based chip supply chain, and strengthen partnerships with domestic suppliers. The expanded plan is a response to new tariffs on semiconductor imports and could shield Apple from these tariffs and improve its domestic manufacturing footprint. Apple's stock rose 12% last week, marking its best week since 2020, and the company posted $94 billion in revenue, up 10% year-on-year, in the June quarter.

Apple Inc. has announced a significant increase in its U.S. investment plans, raising its total commitment to $600 billion over the next four years. The move includes a $100 billion addition, aimed at creating 20,000 new jobs, developing a U.S.-based chip supply chain, and strengthening partnerships with domestic suppliers. The expanded plan is a strategic response to potential tariffs on semiconductor imports and seeks to enhance Apple's domestic manufacturing footprint.

The new investment, part of Apple's broader American Manufacturing Program (AMP), will bring the total U.S. investment to $600 billion over the next four years. The program is designed to expand Apple's supply chain and advanced manufacturing operations across the United States. Key initiatives include the construction and expansion of manufacturing facilities, partnerships with major suppliers, and the creation of an end-to-end silicon supply chain in the U.S.

Apple has already begun collaborating with several key suppliers, including Corning, Coherent, GlobalWafers America (GWA), Applied Materials, Texas Instruments (TI), Samsung, GlobalFoundries, Amkor, and Broadcom. These partnerships aim to produce more than 19 billion chips for Apple products by 2025. The company plans to hire 20,000 people in the U.S. over the next four years, focusing on R&D, silicon engineering, software development, and AI and machine learning.

Notable expansions include a major expansion of Apple's partnership with Corning in Kentucky, which will bring the world's largest smartphone glass production line to a facility in Harrodsburg. Additionally, Apple has entered into a multiyear agreement with Coherent to produce VCSEL lasers at its Sherman, Texas, facility. These developments ensure that every iPhone and Apple Watch sold globally will be built with components manufactured in the U.S.

The new investment also encompasses packaging and testing facilities, with a new advanced chip packaging and test facility in Arizona set to be its first and largest customer. Apple is expanding its data center capacity in multiple states, including North Carolina, Iowa, Nevada, and Oregon. The company's Maiden, North Carolina, facility is undergoing a significant expansion to support the growth of Apple Intelligence.

Apple's commitment to U.S. manufacturing extends beyond silicon production. The company is investing in packaging and testing facilities, as well as expanding its data center capacity. The new investment and expansion plans are part of Apple's broader strategy to support American innovation and job creation. The company aims to directly hire 20,000 people in the U.S. over the next four years, focusing on R&D, silicon engineering, software development, and AI and machine learning.

In summary, Apple's $600 billion U.S. investment over four years, including the launch of the American Manufacturing Program, underscores the company's commitment to domestic manufacturing and innovation. This investment will create jobs, strengthen the U.S. supply chain, and ensure that Apple products are built with American-made components.

References:
[1] https://www.ndtv.com/video/apple-to-invest-additional-100-billion-in-the-us-raising-total-investment-to-600-billion-977474
[2] https://www.ainvest.com/news/apple-expands-investment-100-billion-tariff-concerns-2508/
[3] https://www.apple.com/newsroom/2025/08/apple-increases-us-commitment-to-600-billion-usd-announces-ambitious-program/