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Apple’s $600B U.S. Push Includes Major Manufacturing Partnerships

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Apple Inc. on Wednesday announced a sweeping expansion of its domestic operations, unveiling a new $100 billion investment into the United States over the next four years as part of a broader commitment that now totals $600 billion. The company also introduced the American Manufacturing Program (AMP), a major new initiative aimed at strengthening and expanding Apple’s domestic supply chain and advanced manufacturing capabilities.

The move marks a significant acceleration in Apple’s U.S. operations and manufacturing efforts, as the Cupertino-based technology giant looks to deepen its relationships with American suppliers, create more domestic jobs, and localize key parts of its global production network.

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

The American Manufacturing Program is intended to incentivize both domestic and international suppliers to locate or expand their manufacturing operations in the U.S., with Apple playing a key role in funding, coordinating, and sustaining that ecosystem. The initiative comes amid growing emphasis from the U.S. government on domestic technology production and supply chain security.

Under the AMP, Apple will expand partnerships with key suppliers including Corning, Coherent, GlobalWafers America, Texas Instruments, Samsung, Broadcom, Amkor, GlobalFoundries, and Applied Materials. The company said it would also continue its collaboration with MP Materials, the only fully integrated rare earth materials producer in the United States.

Corning’s factory in Harrodsburg, Kentucky, will become home to the world’s most advanced smartphone glass production line. Apple also announced plans to open a new Apple-Corning Innovation Center in Kentucky. The facility will produce cover glass for every iPhone and Apple Watch sold globally, expanding a partnership that has lasted more than a decade.

In Texas, Apple has signed a new multiyear agreement with Coherent to produce vertical-cavity surface-emitting lasers (VCSELs), which power features such as Face ID in iPhones and iPads. Manufacturing will continue at Coherent’s Sherman facility, which has grown in strategic importance in recent years.

Meanwhile, Apple will begin sourcing U.S.-produced rare earth magnets from MP Materials, manufactured at the company’s Independence facility in Fort Worth. The two companies are also developing a rare earth recycling line in Mountain Pass, California, to reinforce Apple’s sustainability initiatives.

With the launch of the AMP, Apple also announced its goal of building an end-to-end silicon supply chain in the United States. The company expects more than 19 billion chips to be produced domestically for Apple products in 2025. It is currently the largest customer of TSMC’s Arizona facility, which is using advanced semiconductor process nodes to produce tens of millions of chips.

“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.”

Apple’s supply chain footprint includes GlobalWafers America in Sherman, Texas, which produces 300mm silicon wafers for chipmakers like TSMC and Texas Instruments. These wafers are created using U.S.-sourced silicon from Corning’s Hemlock Semiconductor.

The company is also working with Applied Materials to expand domestic production of semiconductor manufacturing equipment at its Austin, Texas site. The equipment is used at multiple fabs producing chips for Apple devices.

Texas Instruments is receiving new commitments from Apple to install additional tools at its Lehi, Utah, and Sherman, Texas facilities. These fabs, using equipment from Applied Materials and wafers from GWA, will produce essential semiconductors for future Apple products.

Apple and Samsung are collaborating on an innovative chip-making technology at Samsung’s Austin facility, which will be deployed for the first time globally in the United States. The chips made here will optimize power and performance in iPhones and other Apple devices.

In New York, GlobalFoundries is expanding its semiconductor manufacturing operations with Apple’s support to focus on wireless technologies and advanced power management, core functions that enhance connectivity and battery life.

To close the loop on silicon production, Apple will be the anchor customer for Amkor’s new chip packaging and testing facility in Arizona. The site will work closely with TSMC’s nearby fab and will play a central role in delivering final silicon components for iPhones sold globally.

Apple is also working with Broadcom to expand production of 5G communication components in the U.S., further bolstering the company’s wireless hardware ecosystem.

In addition to the supplier network, Apple is investing in its own infrastructure across the country. In Houston, a 250,000-square-foot server factory began producing test units this summer and will enter mass production in 2026. The facility will power Apple Intelligence and its new Private Cloud Compute services, combining AI capabilities with a proprietary secure architecture.

Apple’s existing data center in Maiden, North Carolina is undergoing a major expansion. The site already supports key Apple services including iCloud, Apple Music, and Apple TV+, and will now also support Apple Intelligence. Like all Apple facilities, it is powered entirely by renewable energy.

Construction is also underway at Apple’s data centers in Iowa, Nevada, and Oregon. In Detroit, the Apple Manufacturing Academy is set to open on August 19, offering training to small and medium-sized manufacturers in AI and advanced production techniques.

Meanwhile, Apple’s second campus in Austin continues to grow. The company already employs more than 13,000 people across Texas, with thousands working in three completed office buildings and several more under construction. The new campus includes significant R&D space for Apple’s hardware and software teams.

As part of the broader investment, Apple will hire 20,000 new U.S. employees over the next four years, largely in research, silicon engineering, software, and AI. The company currently supports more than 450,000 supplier and partner jobs across all 50 states.

The expanded U.S. investment and manufacturing efforts come amid heightened geopolitical tensions, ongoing supply chain disruptions, and a global race to localize semiconductor production. With AMP, Apple appears poised to play a leading role in reshaping the domestic technology manufacturing landscape.

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