U.S. President Donald Trump and Apple CEO Tim Cook shake hands on the day Apple announced its $100 billion investment in U.S. manufacturing in the Oval Office of the White House on August 6, 2025 in Washington, DC, USA.
Jonathan Ernst | Reuters
apple announced Thursday a major expansion of its U.S. manufacturing program, welcoming four new partners to its domestic supply chain: Bosch, Cirrus Logic, TDK and Qnity Electronics.
The companies will manufacture materials and components needed for Apple products sold around the world in the United States, and Apple plans to invest $400 million in the new program by 2030.
CEO Tim Cook cast the move as a bet on American ingenuity, calling the partnership “another powerful example of what’s possible when you invest” in American manufacturing.
The company said the new additions will create jobs and strengthen the country’s manufacturing capacity.
The expansion accelerates Apple’s American Manufacturing Program (AMP), which is at the center of Apple’s $600 billion, four-year commitment to American manufacturing and innovation.
Apple will launch AMP in August 2025 with a $100 billion spending increase, and Cook appeared at the White House with President Donald Trump to announce it. The company’s U.S. operations currently support more than 450,000 jobs in all 50 states, and Apple plans to directly hire an additional 20,000 people in research and development, silicon engineering, AI, and software development.
Among the new partners: TDK, a supplier Apple has worked with for more than 30 years, will manufacture sensors in the United States for the first time. Sensors, including the technology used to stabilize the iPhone’s camera, will be shipped in devices sold around the world, increasing the amount of chips Apple sources from its U.S. silicon supply chain.
Bosch will manufacture integrated circuits for sensing hardware. taiwan semiconductor manufacturing‘s facility in Camas, Wash. – Chips essential to features such as collision detection and activity tracking in Apple products.
Cirrus Logic is Global Foundries A facility in Malta, New York, develops mixed-signal semiconductors that include advanced chips that power Face ID systems. Qnity Electronics and HD MicroSystems supply materials and technologies for semiconductor manufacturing and high-performance computing.
TSMC’s Arizona facility and GlobalFoundries are also involved as foundries to manufacture chips for Apple.
Since launching AMP, Apple has already exceeded its original goal, sourcing more than 20 billion U.S.-made chips from 24 factories in 12 states. The company plans to purchase well over 100 million advanced chips from TSMC’s Arizona facility in 2026, a significant increase from 2025.
Other early wins include: Amkor A groundbreaking ceremony was held for a $7 billion semiconductor packaging facility in Peoria, Arizona, making Apple the company’s first and largest customer, and Global Wafers will begin production at a new $4 billion silicon wafer facility in Sherman, Texas. corning‘s facility in Harrodsburg, Kentucky, is now entirely focused on iPhone and Apple Watch cover glass, which is shipped worldwide.
In February, Apple announced that it would begin producing the Mac mini at its Houston factory later this year. This is the first time this product will be manufactured in the United States. The addition will double the footprint of the Houston campus, which is already producing AI servers ahead of schedule.
Initial AMP partner — Amkor; applied materials, broadcom, reasonableCorning, GlobalFoundries, GlobalWafers America, MP material, samsungand texas instruments — Progress in the expansion of advanced manufacturing in the country has already been reported.
The move underscores Apple’s broader push to deepen its U.S. supply chain as both Washington and the tech industry place greater emphasis on domestic production, resilience and reducing reliance on overseas manufacturing.
Apple has absorbed about $3.3 billion in tariff costs since President Trump’s trade policies took effect, but Cook has chosen to absorb the costs rather than raise consumer prices.
The Supreme Court issued a ruling last month that struck down large portions of Mr. Trump’s tariff agenda and could change Apple’s cost outlook. However, the company did not say whether it would seek to recover the amount already paid.
