Apple boosts U.S. manufacturing pledge to $600 billion amid Trump tariffs

Apple is set to announce a $100 billion investment in U.S. manufacturing, as revealed by the White House on Tuesday. This pledge builds on a previous $500 billion commitment made in February, bringing the tech giant’s total planned U.S. investments to $600 billion over the next four years. The move is expected to include a White House event featuring Apple CEO Tim Cook, reinforcing President Donald Trump’s “America First” agenda aimed at reshaping the U.S. manufacturing landscape [1].

The timing of the announcement coincides with the Trump administration’s intensified tariff policies, which have raised concerns about the cost of overseas production. The president has threatened a 25% tariff on goods from countries like China and India, where most iPhones are currently manufactured. Apple reported $800 million in costs from these tariffs in the second quarter of 2025 alone, underscoring the urgency behind its domestic manufacturing pivot [1].

White House spokesperson Taylor Rogers hailed the investment as a win for U.S. manufacturing, emphasizing its role in bringing critical component production back to American soil to support economic and national security [1]. A key element of Apple’s plan is the American Manufacturing Programme (AMP), which focuses on reshoring key supply chain elements and building advanced production capabilities in the U.S. [1].

The company’s initial $500 billion investment included plans for an advanced AI server manufacturing facility near Houston, set to open in 2026. It also involved doubling Apple’s Advanced Manufacturing Fund to $10 billion and establishing an Apple Manufacturing Academy in Detroit to train workers in AI and smart manufacturing. The company had previously committed to hiring 20,000 new employees in areas such as research and development, silicon engineering, and AI [1].

The new $100 billion investment will expand these efforts, supporting additional manufacturing sites in states including Michigan, Texas, California, Arizona, Nevada, Iowa, Oregon, North Carolina, and Washington. Apple will also deepen its partnership with TSMC, committing to multibillion-dollar production at the chipmaker’s Arizona facility [1].

While the company has begun shifting some iPhone production to India, fully moving assembly to the U.S. remains a long-term goal. Still, the investment signals Apple’s alignment with Trump’s economic agenda, which has pressured major tech firms to localize production. Trump reiterated his expectations for domestic iPhone manufacturing on his platform Truth Social in May, warning of potential tariffs if the shift did not occur [1].

The broader trend of companies responding to Trump’s tariff policies has seen firms like TSMC, SoftBank, and Oracle commit billions to U.S. manufacturing. Trump has claimed over $8 trillion in total investment commitments since taking office, highlighting the administration’s push for a manufacturing renaissance [1].

Analysts, including those at UBS, have questioned whether Apple can fully deploy its $600 billion commitment, citing the complexity of its global supply chain. Bloomberg sources have also noted that the investment may include routine expenses such as U.S. employee salaries and content production costs, rather than entirely new manufacturing ventures [1].

Apple’s stock rose 2.8% in premarket trading following the announcement, reflecting investor confidence in the company’s ability to navigate tariff risks and maintain competitive pricing against rivals like Samsung [1].

The White House event is expected to formalize the announcement, with all eyes on Apple to deliver on its ambitious pledge. The company’s ability to balance its global operations with domestic expansion will play a key role in shaping its contribution to Trump’s vision of a revitalized U.S. manufacturing sector [1].

Source: [1] Apple commits fresh $100 billion to U.S. manufacturing, bolstering Trump’s ‘America First’ agenda (https://technext24.com/2025/08/06/apple-commits-fresh-100-billion-to-u-s/)