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Apple announced it will add $100 billion to its existing US investment plan, bringing the total to $600 billion over the next four years. This marks one of the largest single-country commitments in the company’s history. The funding will expand domestic production capacity, deepen supplier partnerships, and strengthen research and development infrastructure across several states. Company leaders have framed the move as part of a long-term effort to secure critical components and reinforce supply chain stability amid global market uncertainty.

Central to the expansion is the American Manufacturing Program, a strategy aimed at increasing US-based production. The initiative involves 10 primary partners: Corning, Coherent, GlobalWafers America, Applied Materials, Texas Instruments, Samsung, GlobalFoundries, Amkor, Broadcom, and TSMC. These companies contribute expertise ranging from semiconductor fabrication to precision optics. By localizing production, Apple seeks to lessen reliance on overseas manufacturing and respond more effectively to policy shifts.

One major investment is in Corning’s Harrodsburg, Kentucky facility, which will become the largest and most advanced smartphone cover glass production site in the world. The facility will supply every iPhone and Apple Watch with cover glass made in Kentucky. Apple is funding equipment upgrades and adding hundreds of jobs to the plant’s workforce. The company and Corning will also establish the Apple-Corning Innovation Center to develop new materials and manufacturing processes for future devices.

Apple is also working toward a complete US silicon supply chain. Partnerships with TSMC in Arizona, Samsung in Texas, GlobalFoundries in New York, and other semiconductor firms are expected to produce more than 19 billion chips in 2025. These efforts will support processors, memory modules, and other essential parts for iPhones, Macs, and wearables. The investment addresses both performance needs and supply security as chip demand grows.

Apple says its US operations currently support 450,000 supplier and partner jobs nationwide. The new program will add 20,000 direct jobs in areas such as research and development, silicon engineering, software development, and artificial intelligence. States including Kentucky, Texas, and Arizona will benefit from direct infrastructure investments, while suppliers will gain from expanded orders and long-term contracts.

The announcement comes as a 100 percent tariff on imported semiconductors is under consideration. Companies dependent on overseas chip production could see higher costs, but Apple’s increased domestic manufacturing may help avoid the most severe effects. Analysts view the strategy as a way to reduce trade risks while aligning with policies that encourage US technology production.

Apple’s expanded investment reflects a plan to pair business growth with supply chain resilience. By committing to large-scale domestic projects, the company signals confidence in both its market outlook and the ability of US manufacturing to support the next wave of consumer technology.

Sources:

Apple