Apple has committed an additional $100 billion to expand its U.S. manufacturing efforts, bringing its total planned investment to a staggering $600 billion over the next four years. This move, announced in response to pressure from President Donald Trump, includes a new American Manufacturing Program aimed at moving more of Apple’s supply chain and advanced production to the United States.
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This isn’t the first time Apple has shifted its strategy in response to the Trump administration. During Trump’s first term, CEO Tim Cook engaged in private dinners and lobbying efforts, leading to plans for a Texas-based Mac Pro factory after a tariff exemption was granted. Now, the company is again taking significant steps to appease the president, who has publicly threatened a 25% tariff on iPhones unless more production is moved domestically.
As part of the new investment, Apple is expanding its partnerships with key suppliers:
- Corning: Apple has committed to a partnership to manufacture 100% of the cover glass for iPhones and Apple Watches in Kentucky.
- Samsung: A new collaboration will see Samsung’s Austin, Texas, chip fabrication plant implement a new, innovative chip-making technology.
- Houston Factory: Apple’s new server factory in Houston will begin mass production in 2026, and the company is also expanding a data centre in North Carolina.
- Manufacturing Academy: Apple is establishing a manufacturing academy in Michigan to train American companies in advanced production techniques.
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The move comes as Apple faces rising costs from tariffs. The company recently disclosed that Trump’s tariffs could add $1.1 billion to its expenses this quarter, on top of the $800 million it has already paid. The pressure is mounting, with Trump introducing new “reciprocal” tariffs on countries like India and Vietnam, where Apple has increasingly shifted its manufacturing to avoid disruptions and costs associated with its reliance on China.
This new investment appears to be Apple’s strategic effort to mitigate future tariff risks while solidifying its domestic supply chain. In a press briefing, Tim Cook stated that Apple is “leading the creation of an end-to-end silicon supply chain right here in America” and will continue working with suppliers to move “even more of this incredibly advanced work to America.”
