As had been expected, Apple today announced it is increasing its U.S. manufacturing commitment to $600 billion, a $100 billion increase from its previous commitment. Today’s announcement includes the ambitious new American Manufacturing Program (AMP), which Apple says will bring even more of Apple’s supply chain and advanced manufacturing stateside.
“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 in the press release. “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 is partnering with thousands of suppliers cross all 50 states, offering support for over 450,000 supplier and partner jobs. Over the next four years, Apple plans 20,000 direct hires in the U.S., mostly focusing on R&D, silicon engineering, software development, and AI and machine learning.
Roughly two-thirds of the components made in the U.S. are exported to customers outside the U.S.
Apple’s first AMP partners include Corning, Coherent, GlobalWafers America (GWA), Applied Materials, Texas Instruments (TI), Samsung, GlobalFoundries, Amkor, and Broadcom. This builds on Apple’s July commitment to buy American-made rare earth magnets from MP Materials.
Apple in July announced a new $500 million commitment to buying American-made rare earth magnets developed at MP Materials’ flagship Independence facility in Fort Worth, Texas.
The two firms will also cooperate build a cutting-edge rare earth recycling line in Mountain Pass, California, while developing novel magnet materials and innovative processing technologies to enhance magnet performance.
The American Manufacturing Program will see a major expansion of Apple’s years-long partnership with glass producer Corning, bringing the world’s largest and most advanced smartphone glass production line to a factory in Harrodsburg, Kentucky. Once the production line is up and running, every iPhone and Apple Watch sold around the world will be built with cover glass produced by the Kentucky. The two companies will also open a new Apple-Corning Innovation Center in Kentucky.
Apple has also signed a new multiyear agreement with Coherent, the partner that produces the VCSEL lasers that enable multiple features — including Face ID — on iPhone and iPad devices shipped around the world. Production will continue to take place at Coherent’s Sherman, Texas, facility.
Apple’s U.S. silicon supply chain is expected to produce more than 19 billion chips for Apple products in 2025. That includes TSMC in Arizona, which is producing tens of millions of chips for Apple. Apple is this factory’s first and largest customer.
“Apple engineers work closely with suppliers across the United States to create silicon chips that are on the leading edge of innovation,” said Sabih Khan, Apple’s chief operating officer. “We’re committed to supporting U.S. suppliers involved in every key stage of the chip-making process — from the earliest stages of research and development, to final fabrication and packaging. We want America to lead in this critical industry, and we’re expanding our efforts to grow a silicon manufacturing ecosystem that will benefit innovators across America.”
Apple is also making deals with several other U.S.-based firms, the details of the agreements and what they mean to Apple in the U.S., can be found here.
