U.S. President Donald Trump and Apple CEO Tim Cook shake hands on the day they present Apple's announcement of a $100 billion investment in U.S. manufacturing, in the Oval Office at the White House in Washington, D.C., U.S., August 6, 2025.
Jonathan Ernst | Reuters
Apple announced a significant expansion of its American Manufacturing Program on Thursday, bringing four new partners — Bosch, Cirrus Logic, TDK, and Qnity Electronics — into its domestic supply chain.
The companies will manufacture essential materials and components in the U.S. for Apple products sold worldwide, with Apple planning to invest $400 million in the new programs through 2030.
CEO Tim Cook framed the move as a bet on American ingenuity, calling the partnerships "another powerful example of what is possible when we invest" in U.S. manufacturing.
The new additions will create jobs and strengthen the country's manufacturing capabilities, the company said.
The expansion accelerates Apple's American Manufacturing Program, or AMP, which sits at the center of its $600 billion, four-year pledge to U.S. manufacturing and innovation.
Apple launched AMP in August 2025 alongside a $100 billion spending increase, with Cook appearing at the White House with President Donald Trump for the announcement. The company's U.S. operations currently support more than 450,000 jobs across all 50 states, and Apple plans to directly hire 20,000 more in R&D, 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 U.S. for the first time. The sensors, including technology used for iPhone camera stabilization, will be shipped in devices sold globally and will increase the volume of chips Apple sources from U.S. silicon supply chains.
Bosch will produce integrated circuits for sensing hardware at Taiwan Semiconductor Manufacturing's facility in Camas, Washington — chips essential for features like Crash Detection and activity tracking in Apple products.
Cirrus Logic will work with GlobalFoundries at its Malta, New York, fab to develop mixed-signal semiconductors, including advanced chips to power Face ID systems. Qnity Electronics and HD MicroSystems will supply materials and technologies for semiconductor manufacturing and high-performance computing.
TSMC's facility in Arizona and GlobalFoundries are also involved as foundries producing chips for Apple.
Since AMP's launch, Apple has already exceeded its initial target and sourced more than 20 billion U.S.-made chips from 24 factories across 12 states. In 2026, the company is on track to purchase well over 100 million advanced chips from TSMC's Arizona fab — a significant increase from 2025.
Other early wins include Amkor breaking ground on a $7 billion semiconductor packaging facility in Peoria, Arizona, where Apple will be its first and largest customer, and GlobalWafers beginning production at a new $4 billion silicon wafer plant in Sherman, Texas. Corning's facility in Harrodsburg, Kentucky, is now fully dedicated to cover glass for iPhone and Apple Watch shipped globally.
In February, Apple announced it would begin producing the Mac mini at its Houston factory later this year — the first time the product will be built in the U.S. The Houston campus, which is already manufacturing AI servers ahead of schedule, will double its footprint with the addition.
AMP's initial partners — Amkor, Applied Materials, Broadcom, Coherent, Corning, GlobalFoundries, GlobalWafers America, MP Materials, Samsung, and Texas Instruments — are already reporting progress in expanding advanced manufacturing domestically.
The move highlights Apple's broader push to deepen its U.S. supply chain at a time when both Washington and the tech industry are placing greater emphasis on domestic production, resilience, and reducing reliance on overseas manufacturing.
Apple has absorbed roughly $3.3 billion in tariff costs since Trump's trade policies took effect, with Cook opting to eat the expenses rather than raise consumer prices.
Last month, the Supreme Court struck down a significant portion of Trump's tariff agenda, a decision that could reshape Apple's cost outlook — though the company has not said whether it will seek to recoup what it has already paid.
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