Apple has committed to an additional $100 billion in U.S. manufacturing investments, raising its total domestic commitment to $600 billion over four years. The new pledge is part of former President Donald Trump’s “American Manufacturing Program,” a broader push to bring critical supply chains and production jobs back to the United States. The announcement is expected to be formally made at a White House event featuring both Trump and Apple CEO Tim Cook.
The $100 billion expansion follows Apple’s earlier February announcement of a $500 billion plan that included a new AI server plant in Texas, a manufacturing academy in Michigan, and expanded chip production through its suppliers in Arizona. With this latest update, the initiative now becomes one of the largest private-sector manufacturing commitments in U.S. history.
Trump’s campaign has been advocating for tech companies to reduce their reliance on overseas production. The administration is using a combination of tariffs, tax incentives, and public pressure to encourage reshoring, particularly in response to concerns over China and India. This announcement also comes amid rising trade tensions, with the U.S. recently imposing a 25% tariff on Indian imports and warning of further duties on products assembled outside the country. Apple’s increased investment may help it avoid future penalties and maintain smoother market access.
While Apple has not released full details, the White House says the additional $100 billion will focus on assembling components domestically, strengthening the semiconductor supply chain, and expanding infrastructure needed for AI and cloud services. The new spending is expected to create tens of thousands of jobs and deepen Apple’s presence in states where existing manufacturing partners already operate.
The market responded quickly to the news, with Apple stock climbing over 5 percent in midday trading. Analysts view the move as both a response to political realities and a long-term investment in stable, U.S.-based production capacity. Apple has previously assembled some Mac models in Texas and is already a major partner in TSMC’s Arizona chip facility, but this announcement marks a significantly broader national scope.
Whether the entire plan is realized in full remains to be seen, but the scale and timing of the announcement suggest Apple is preparing for a more domestically anchored future in line with evolving geopolitical demands.
(via Bloomberg)
