What Does Apple's American Expansion Mean for Supply Chains?
Apple is expanding its American manufacturing capabilities, bringing production to the US.
As global demand has shifted alongside regulatory changes and policy implementation, Apple is one of the many companies looking to develop a strong US foothold.
Throughout 2025, the technology company began heavily investing in its US manufacturing capabilities, having now announced further advancements in its American Manufacturing Program.
American movement
In 2025, Apple pledged to move its iPhone manufacturing to the US following threats from US President Donald Trump of higher tariffs on Apple products. Since its initial pledge, it announced the acceleration of US investment and the introduction of the American Manufacturing Program (AMP).
The AMP represents a partnering with suppliers – with names such as Samsung, Applied Materials, Amkor and Texas Instruments. Through this, it is working to source and produce materials in the US, committing to American-made products.
Its latest announcement celebrates the addition of new members to AMP. Now, Apple is working with Bosch, Cirrus Logic, TDK and Qnity Electronics to manufacture materials and components that are essential to Apple products, in the US. In doing so, it is strengthening America's manufacturing capabilities and creating jobs across the US.
These new programs will have a dedicated US$400m spent on them.
“At Apple, we believe in the power of American innovation and manufacturing, and we’re proud to partner with even more companies to produce critical components and cutting-edge materials for our products right here in the US,” explains Tim Cook, Apple’s CEO.
“Today, we’re joining with world-class partners like Bosch, Cirrus Logic, TDK and Qnity Electronics to further expand Apple’s US supply chain through our American Manufacturing Program.
"This is another powerful example of what is possible when we invest in American ingenuity, and we’re excited to build the future together.”
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Mitigating supply chain risk
The momentum behind AMP has been quickly developing – the project as a whole is a US$600bn, four-year commitment to US innovation and manufacturing. Since the project began, its initial partners, including Amkor, Corning, MP Materials and Samsung, have already succeeded in hitting major milestones across American manufacturing.
A stronger domestic supply chain was a key focus for Apple, particularly as trade tensions have destabilised supply chains across the last few years.
Ongoing geopolitical instability has meant that manufacturers who rely on international sourcing and production have been at risk of disruption or extra costs through tariff pressures.
Apple's dedication to supporting jobs and manufacturing includes the Apple Manufacturing Academy. The academy, launched in Detroit, aims to provide small- and medium-sized manufacturers hands-on training across automation, AI and smart manufacturing. It has already supported almost 150 businesses across a range of virtual programming and in-person training sessions.
Through this programme, it is upskilling the workforce, helping ensure people remain in these roles even as the sector becomes more digitised. In doing this, it is helping these manufacturers gain insights into modern operations, ensuring they can adapt to current demands.
New production
The new members are being supported in their transition to US manufacturing.
TDK has been a supplier to Apple for more than 30 years, but it is now manufacturing sensors in the US for the very first time. Their collaboration has spanned across various technologies, but has been particularly important for advanced tunnel magnetoresistance (TMR) sensors which are used to stabilise cameras and other iPhone settings.
Its US facility will supply sensors to products worldwide and will increase the volume of chips that Apple will source from US silicon supply chains.
Integrated circuits (ICs), which are essential for Apple's Crash Detection and Activity Tracking, will be produced by Apple, Bosch and TSMC in Washington. These ICs will be produced for Bosch's new sensing hardware.
Apple is also collaborating with Cirrus Logic and GlobalFoundries for new semiconductor process technologies at GlobalFoundries’ facility in Malta, New York. Its latest silicon process will be available in the US for the first time, enabling key technologies for Apple products. It allows the development of mixed-signal solutions like advanced ICs to power Face ID systems.
Its partnership with Qnity Electronics and HD MicroSystems will will focus on the provision of materials and technologies that are essential for semiconductor manufacturing and advanced electronics.
These collaborations are aiming to develop high-performance innovations across computing and AI, boost the domestic production of critical components and strengthen America's position in advanced technology leadership.
