Apple Commits $100B to US Manufacturing Over 4 Years Amid Trump's Tariff Pressure

Apple plans to invest an additional $100 billion US in US manufacturing over the next four years as part of its American Manufacturing Program. The investments will be with 10 US companies that produce components for Apple products sold globally. This brings Apple's total US investment to $600 billion, up from $500 billion. The move is seen as a response to President Trump's criticism of Apple for shifting iPhone production to India to avoid tariffs.

Apple Inc. has announced a significant escalation in its U.S. manufacturing commitment, investing an additional $100 billion over the next four years as part of its American Manufacturing Program (AMP). This substantial investment brings Apple's total U.S. investment to $600 billion, a substantial increase from its previous commitment of $500 billion [1].

The new AMP aims to accelerate the production of critical components in the United States, supporting Apple's global supply chain. The program will see Apple partner with 10 U.S. companies to manufacture components that are integral to Apple products sold worldwide. These partnerships are designed to not only expand Apple's domestic manufacturing capabilities but also to incentivize other global companies to follow suit and manufacture more components in the U.S.

Some of the key partners in this initiative include Corning, Coherent, GlobalWafers America, Applied Materials, Texas Instruments, Samsung, GlobalFoundries, Amkor, and Broadcom. These companies will play pivotal roles in various stages of Apple's manufacturing process, from producing advanced smartphone glass to developing cutting-edge semiconductor technologies.

One of the notable expansions is Apple's partnership with Corning to bring the world's largest and most advanced smartphone glass production line to a factory in Harrodsburg, Kentucky. This move means that every iPhone and Apple Watch sold globally will be built with Kentucky-made cover glass. Additionally, Apple is entering into a new multiyear agreement with Coherent to produce VCSEL lasers at its Sherman, Texas, facility, enabling features like Face ID in iPhone and iPad devices.

Apple's commitment to U.S. manufacturing extends beyond its own products. The company is also working with suppliers to establish a rare earth recycling line in Mountain Pass, California, and is committed to buying American-made rare earth magnets from MP Materials. These magnets will be used in Apple devices worldwide, further solidifying the U.S. as a key player in the global tech supply chain.

The AMP is part of Apple's broader strategy to build an end-to-end silicon supply chain in the United States. This includes partnerships with TSMC in Arizona, which is producing tens of millions of chips for Apple, and Texas Instruments in Sherman, Texas. These partnerships are crucial for the development of advanced semiconductor technologies, which are vital for the performance and efficiency of Apple's products.

In addition to manufacturing, Apple is also investing in research and development, hiring 20,000 people in the U.S. over the next four years, with a focus on R&D, silicon engineering, software development, and AI and machine learning. This investment underscores Apple's commitment to innovation and its belief in the potential of the U.S. as a leader in the tech industry.

The move is seen as a response to President Trump's criticism of Apple for shifting iPhone production to India to avoid tariffs. By doubling down on its U.S. manufacturing commitment, Apple is signaling its intent to bolster domestic production and support American jobs and industries.

Apple's $600 billion U.S. investment is not just about manufacturing; it's also about creating a robust ecosystem of innovation and technology. The company's partnerships with U.S. suppliers and its commitment to renewable energy further solidify its position as a responsible corporate citizen.

References:
[1] https://www.apple.com/newsroom/2025/08/apple-increases-us-commitment-to-600-billion-usd-announces-ambitious-program/