Apple has announced a massive new $100 billion investment in U.S. manufacturing, a move timed with growing pressure from the Trump administration over the company’s offshore production strategy. The announcement was made during a joint event at the White House with President Donald Trump and Apple CEO Tim Cook on August 6th. This fresh commitment, which adds to Apple’s already pledged $500 billion in U.S. investments, comes amid threats of new 25% tariffs on iPhones and additional levies on imports from India, where Apple had been shifting production away from China.
Central to the announcement is Apple’s newly launched American Manufacturing Program (AMP), which aims to boost domestic manufacturing of key tech components and attract global suppliers to build in the U.S. The first AMP partners include major players such as Corning, Coherent, GlobalWafers America, Applied Materials, Texas Instruments, Samsung, GlobalFoundries, Amkor, and Broadcom. Apple highlighted a $2.5 billion investment in Corning’s Harrodsburg, Kentucky plant to produce all cover glass for iPhones and Apple Watches, along with plans to open a joint innovation center at the facility.
The AMP initiative also underscores Apple’s push to establish a fully American silicon supply chain. This includes sourcing wafers from GlobalWafers in Texas, working with Applied Materials to expand semiconductor equipment output, and manufacturing chips with Texas Instruments. Apple is further collaborating with Samsung in Austin on new chipmaking technologies and with GlobalFoundries and Amkor to expand chip fabrication and packaging operations within the U.S.
Apple’s aggressive reshoring strategy appears to be a direct response to shifting geopolitical dynamics. Trump recently confirmed plans to double tariffs on Indian imports to 50%, citing the country’s continued purchase of Russian oil. While earlier U.S. tariff plans had spared tech products like smartphones and chips, the administration has ramped up pressure on Apple specifically, with Trump publicly criticizing the company’s India-focused manufacturing expansion.
With this new pledge, Apple’s total U.S. investment now stands at $600 billion over the next four years. While industry experts caution that fully relocating Apple’s intricate supply chain to the U.S. remains an enormous challenge, this latest move signals a clear pivot in Apple’s global strategy.
