Apple’s US Investment: A $600bn Supply Chain Resilience Plan

After US President Donald Trump threatened to raise tariffs on Apple products earlier this year, the tech company pledged to move its iPhone manufacturing to the US.

Apple has since announced its acceleration of its US investment, as well as its introduction of the new American Manufacturing Program (AMP).

Its goal with this major investment is to strengthen its US supply chain and bring more of its advanced manufacturing across the country.

American presence

Thanks to its new US$100bn commitment, its investment into the US now totals US$600bn over the next four years.

In response to this investment, Trump said Apple would therefore be avoiding a 100% tariff he is planning on chips and semiconductors.

Apple currently partners with suppliers across all 50 states, supporting more than 450,000 supplier and partner jobs.

It plans to grow its US network, with a commitment of directly hiring 20,000 people in the US.

These new hires will mostly be distributed throughout R&D, software development, silicon engineering and AI and machine learning.

The company currently manufactures at 79 factories, with a plan to expand.

“Today, we’re proud to increase our investments across the United States to US$600 billion over four years and launch our new American Manufacturing Program,” says Tim Cook, Apple’s CEO.

“This includes new and expanded work with 10 companies across America. They produce components that are used in Apple products sold all over the world and we’re grateful to the President for his support.”

US production

Apple is partnering with suppliers through the American Manufacturing Programme (AMP), which includes partners such as Samsung, Applied Materials, Amkor and Texas Instruments. 

In a multi-year deal announced in July, Apple committed to buying American-made rare earth magnets developed at MP Materials. These companies are also establishing a rare earth recycling line in California.

The programme builds off this promise for American sourcing and production. 

Through its partnership with Corning, the American technology company which specialises in glass, every iPhone and Apple Watch around the world will be made with glass that was created in a factory in Kentucky. 

Its partnership with Coherent, a producer of VCSEL lasers which helps with Face ID, means that Coherent's facility in Sherman, Texas, will be behind a lot of functions in iPhones and iPads. 

Apple is committing to US-based production, already helping manufacturers expand their global impact through these partnerships. 

End-to-end silicon supply chain

Apple has partners in every aspect of silicon production across the US.

More than 19 billion chips are being produced for Apple in 2025, with TSMC in Arizona being a main supplier. 

“Apple engineers work closely with suppliers across the United States to create silicon chips that are on the leading edge of innovation,” said Sabih Khan, Apple’s Chief Operating Officer.

“We’re committed to supporting U.S. suppliers involved in every key stage of the chip-making process — from the earliest stages of research and development, to final fabrication and packaging.

"We want America to lead in this critical industry and we’re expanding our efforts to grow a silicon manufacturing ecosystem that will benefit innovators across America.”

Apple and Samsung are working together in Texas to launch an innovative new technology for making chips. This will help boost Apple's US standing as the chips will optimise the performance of products around the world.

Facility expansion

A new 250,000-square-foot facility in Houston will begin mass producing Apple servers in 2026.

These servers will power Apple Intelligence, bringing together years of R&D by Apple engineers.

A new Apple Manufacturing Academy is opening in Detroit, which will help small and medium seized businesses learn how to implement AI and advanced manufacturing in their processes.

Apple's data centres are being expanded across the country to help support the growth of Apple TV+, Apple Intelligence and other Apple platforms.

Across the US, Apple is making significant expansions in Arizona, California, Iowa, Kentucky, Nevada, New York, North Carolina, Oregon, Texas and Utah.

The company already has more than 13,000 team members across Texas and with its ever-growing presence will create an expanded workforce.

Apple's investment into the US is taking the company's US presence to a much more significant level, strengthening its supply chain across the continent by making it more resilient through its domesticity.