Apple's existing U.S. manufacturing partners main beneficiaries of new $100B investment
Apple will be making another $100 billion investment to enhance the company's manufacturing facilities in the United States, but there are no new companies named, nor any efforts to move full device assembly to the US.
Tim Cook (left) with Donald Trump in a meeting during the latter's first presidential term
Following an initial hint of an announcement and a confirmation of it happening later on Wednesday, President Donald Trump and Tim Cook have made the now-unsurprising announcement.
Apple is pledging to make more investments into manufacturing in the United States, with the total commitment being valued at $100 billion. The move is one that the Trump administration hopes will reshore the production of components in the United States.
"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," said Tim Cook, Apple's CEO.
Cook continued "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."
Apple works with partners in all 50 states, which has resulted in more than 450,000 supplier and partner jobs. As part of its pledge, Apple plans to directly hire 20,000 people in the United States, focusing on R&D, silicon engineering, software development, and AI.
Investing in US firms and facilities
The announcement isn't one that helps out new companies at all, but one that takes aim at existing partners. All of the companies mentioned as beneficiaries of the investment plan are currently supplying Apple with components and services.
The list of in-supply-chain investments includes:
- Amkor
- Applied Materials
- Broadcom
- Corning
- Coherent
- GlobalFoundries
- GlobalWafers America
- Samsung
- Texas Instruments
Apple also detailed its new and expanded facilities across the country.
The list includes the factory in Houston being made to produce Apple servers. A 250,000-square-foot facility, it is due to start mass production in 2026, but managed to produce its first test unit in July.
The Apple Manufacturing Academy in Detroit will be opening on August 19. It will offer consultations and courses to small and medium-sized businesses do they can use advanced manufacturing techniques and AI in their manufacturing programs.
A data center is also being expanded in Maiden, North Carolina, to support North American users of Apple's services. Data center capacity is also being expanded in Iowa, Nevada, and Oregon.
Apple's second campus in Austin, Texas, is still under construction, with thousands of its employees working from the three completed office buildings.
More of the same
Implied to be the result of Trump's America First economic agenda, the deal is considerable, but not as big a deal as it seems at face value.
In February, Trump crowed about Apple's massive investment in the country, which Apple later revealed to be $500 billion. The new $100 billion pledge is on top of the $500 billion from earlier in 2025.
In total, that now means Apple has pledged to invest $600 billion over the next four years.
The announcement is somewhat unusual in that it doesn't quite line up with Apple's usual U.S. investment announcements. While Apple has done so in the past, they were usually spaced out by a few years, not a few months as in Wednesday's announcement.
Previously, Apple declared a U.S. investment of $430 billion in 2021. It also said in 2018 that it would invest $350 billion in the country. Both investments weren't instantaneous, and spread over many years.
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Comments
Not sure how giving money to other companies is s manufacturing program. But it is an investment, so…