Apple Boosts US Manufacturing Investment to $600 Billion with New National Program

Details

• Apple has raised its US investment commitment by $100 billion to a total of $600 billion over four years and introduced the American Manufacturing Program (AMP).
• The program includes collaborations with major suppliers such as Corning, Samsung, TSMC, Texas Instruments, Applied Materials, GlobalFoundries, Amkor, and Broadcom across the US.
• Apple is shifting iPhone and Apple Watch cover glass production to Corning’s Kentucky facility and developing an end-to-end silicon supply chain in the US, aiming to produce more than 19 billion chips in 2025.
• This move builds on Apple’s previous $500 billion pledge in February and comes in response to elevated tariffs on Chinese manufacturing, with plans to hire 20,000 US workers in areas like AI, silicon engineering, and R&D.
• New investments include a large server manufacturing facility in Houston to support Apple Intelligence infrastructure, an Apple Manufacturing Academy opening in Detroit, and expanded data centers in North Carolina, Iowa, Nevada, and Oregon.

Impact

Apple’s expanded investment underscores a major shift in supply chain strategy amid increasing US-China trade tensions and new tariffs. By accelerating US-based manufacturing and infrastructure, Apple is working to reduce geopolitical risk and set an industry precedent for domestic production. This move may prompt other tech leaders to similarly strengthen US manufacturing capabilities.