Apple has announced a $100 billion expansion of its U.S. investment strategy, bringing its total U.S. commitment to $600 billion over four years.
Central to this investment is the launch of the American Manufacturing Program (AMP), which aims to boost domestic production of key components and strengthen the U.S. supply chain for Apple products. The program involves partnerships with companies like Corning, Texas Instruments, Amkor, Broadcom, GlobalWafers, TSMC, Coherent, Samsung, GlobalFoundries, and MP Materials. Through these alliances, Apple will localize the production of critical parts, such as glass for iPhones and Apple Watches, silicon chips, rare earth magnets, and cellular components.
Apple CEO Tim Cook announced the company is raising its U.S. investment to $600 billion over four years and launching the American Manufacturing Program. The initiative involves partnerships with 10 U.S.-based companies that supply components for Apple products globally. Tim Cook also acknowledged the United States President Donald Trump’s support for the program.
The investment supports the creation and expansion of 79 manufacturing sites across the U.S., currently involving 450,000 jobs with suppliers in all 50 states. Apple plans to directly hire 20,000 people, mainly in R&D, silicon engineering, AI, and software.
Its U.S.-based silicon supply chain is projected to produce over 19 billion chips in 2025, with TSMC’s Arizona facility and other partners contributing to key fabrication and packaging processes.
In Texas, Apple is backing facilities that produce wafers, semiconductors, and chip manufacturing equipment, while also working with GlobalFoundries in New York on wireless and power management tech.
Apple is also investing in new infrastructure, including a 250,000-square-foot server manufacturing facility in Houston to support Apple Intelligence and Private Cloud Compute, and expanding its data center in North Carolina to handle increased demand from Apple services.
Construction of additional data centers is underway in Iowa, Nevada, and Oregon, and a major R&D expansion is in progress at its Austin, Texas, campus. Through these investments, Apple is reshaping its U.S. operations to make them central to the global supply chain while boosting innovation and job creation across advanced manufacturing and AI.
Partners
Apple is building a comprehensive, end-to-end silicon supply chain in the United States through strategic partnerships with key technology and manufacturing companies. The goal is to produce over 19 billion chips for Apple products in 2025. Here’s how Apple’s partners contribute across the entire chip-making process:
TSMC (Arizona): Producing tens of millions of advanced chips for Apple; Apple is its first and largest customer.
GlobalWafers America (Texas): Supplying 300mm silicon wafers for semiconductor fabs; uses U.S.-sourced silicon from Hemlock Semiconductor (Corning).
Applied Materials (Austin, Texas): Supplying advanced semiconductor manufacturing equipment.
Texas Instruments (Lehi, Utah & Sherman, Texas): Manufacturing critical foundational semiconductors for Apple; facilities use U.S.-made wafers and equipment.
Samsung (Austin, Texas): Collaborating with Apple to introduce a world-first chip-making technology for iPhone performance and power efficiency.
GlobalFoundries (Malta, New York): Producing chips focused on wireless technologies and power management for Apple devices.
Amkor (Arizona): Building a new advanced packaging and testing facility; Apple is its first and largest customer. Will handle chips from the nearby TSMC fab.
Broadcom and GlobalFoundries: Developing and manufacturing 5G-related cellular components within the U.S.
TelecomLead.com News Desk