Apple Set to Commit $100 Billion More to U.S. Manufacturing as President Trump Hails Onshoring Victory

Wednesday, Aug 6, 2025 10:09 am ET2min read
Aime RobotAime Summary

- Apple will announce an additional $100B U.S. manufacturing investment with Trump, boosting total commitment to $600B over four years.

- The "American Manufacturing Program" aims to reshore supply chains, enhance domestic tech production, and protect national security.

- Trump's administration pressures Apple to shift iPhone production from India to the U.S., threatening tariffs on overseas-made devices.

- While Cook acknowledges rising tariff costs, the expanded investment signals alignment with Trump's "America First" economic agenda.

- The White House expects this move to accelerate innovation, create jobs, and set a precedent for tech companies to follow.

Apple is preparing to announce an additional $100 billion investment in U.S. manufacturing, as part of a deepening partnership with the Trump administration aimed at reshoring the company’s supply chain and reducing reliance on overseas production. President Donald Trump is expected to make the announcement alongside

CEO Tim Cook during a scheduled appearance at the White House on Wednesday.

The new investment will bring Apple’s total U.S. commitment to $600 billion over the next four years, according to multiple White House officials. A key component of the plan includes the launch of a new “American Manufacturing Program,” which will focus on moving more of Apple’s supply chain and advanced component manufacturing to the United States. The initiative is seen as a significant effort to bolster domestic production and protect U.S. economic and national security.

“President Trump’s America First economic agenda has secured trillions of dollars in investments that support American jobs and bolster American businesses,” said White House spokesperson Taylor Rogers. “Today’s announcement with Apple is another win for our manufacturing industry that will simultaneously help reshore the production of critical components to protect America’s economic and national security.”

Apple first unveiled its $500 billion investment plan in February, which included the construction of a 250,000-square-foot manufacturing facility in Houston scheduled to open in 2026. That plant will produce servers that power Apple’s AI services. The company also pledged to hire 20,000 U.S.-based workers, open a manufacturing academy in Michigan, and increase funding for innovation across the country.

However, Apple’s efforts to increase domestic production come amid growing pressure from the Trump administration to manufacture products like the iPhone in the United States. In May, Trump threatened on Truth Social to impose a 25 percent tariff on iPhones made outside the U.S., saying, “I have long ago informed Tim Cook of Apple that I expect their iPhones that will be sold in the United States of America will be manufactured and built in the United States, not India, or anyplace else.”

Cook has reportedly been in frequent contact with Trump to discuss the impact of tariffs on Apple’s global operations. During Apple’s latest earnings call, Cook said the company took an $800 million hit from tariffs in the June quarter and projected $1.1 billion in additional costs for the September quarter. “We obviously try to optimize our supply chain,” Cook told analysts. “And ultimately, we will do more in the United States.”

Still, bringing iPhone production to the U.S. poses major logistical and financial challenges. Most of Apple’s assembly operations remain based in India, while many of its other products, including MacBooks and Apple Watches, are manufactured in Vietnam. Shifting this infrastructure to the U.S. would require a massive build-out of domestic capabilities and a highly skilled technical workforce. Experts say the move would also drive up labor and operating costs significantly.

Trump officials believe that Apple, through continued collaboration with the administration, can lead the way in transforming the tech manufacturing landscape in the U.S. While Apple’s $500 billion commitment announced earlier this year represented only a modest increase over prior investment plans, the additional $100 billion—combined with growing political and economic pressure—marks a significant shift in tone and ambition.

The White House expects Apple’s expanded investment to accelerate domestic innovation, create thousands of new jobs, and set a precedent for other technology companies to follow.

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