Apple is set to announce a massive $100 billion investment in U.S. manufacturing, the White House revealed today. This pledge builds on its earlier $500 billion commitment made in February, bringing its total planned U.S. investments to $600 billion over the next four years.
The announcement, expected to include Apple CEO Tim Cook’s attendance at a White House event, aligns with President Donald Trump’s push to bring manufacturing back to American soil. This move could reshape the tech industry’s supply chain and create thousands of jobs.
The $100 billion commitment comes as Trump’s administration intensifies its tariff policies. The president has threatened a 25% tariff on goods from countries like China and India, where most iPhones are currently manufactured.
Apple’s investment appears to be a strategic move to mitigate the financial impact of these tariffs, which cost the company $800 million in the second quarter of 2025 alone. By boosting domestic production, Apple aims to reduce reliance on overseas manufacturing and avoid steep import costs.
White House spokesperson Taylor Rogers praised the announcement, stating, “Today’s announcement with Apple is another win for our manufacturing industry. It will help reshore the production of critical components to protect America’s economic and national security.”
The pledge includes a new American Manufacturing Programme (AMP) designed to bring more of Apple’s supply chain to the U.S., focusing on producing critical components domestically.
Apple’s fresh $100bn investment builds on its $500bn foundation
The tech giant’s latest pledge builds on its February announcement of a $500 billion investment in U.S. manufacturing and innovation over five years. That plan included constructing an advanced AI server manufacturing facility near Houston, set to open in 2026.
It also involved doubling Apple’s Advanced Manufacturing Fund from $5 billion to $10 billion and establishing an Apple Manufacturing Academy in Detroit to train workers in AI and smart manufacturing techniques. The company also committed to hiring 20,000 new employees, focusing on research and development, silicon engineering, and AI.
The new $100 billion investment will expand these efforts. It will support additional manufacturing facilities and job creation across states like Michigan, Texas, California, Arizona, Nevada, Iowa, Oregon, North Carolina, and Washington. Apple’s partnership with Taiwan Semiconductor Manufacturing Co. (TSMC) will also grow, with a multibillion-dollar commitment to produce advanced silicon at TSMC’s Arizona facility, where the company is already the largest customer.
Trump has long pressured Apple to manufacture iPhones in the U.S. In May, he reiterated on Truth Social that he expected Apple to produce its flagship product domestically, warning of tariffs otherwise.
While the company has shifted some iPhone production to India, where the “vast majority” of U.S.-sold iPhones are now made, fully moving assembly to the U.S. remains a distant prospect. Still, this investment signals its willingness to align with Trump’s “America First” economic agenda.
The announcement reflects a broader trend of companies responding to Trump’s tariff-driven policies. Since his inauguration, firms like TSMC, SoftBank, and Oracle have pledged billions to U.S. manufacturing, with Trump claiming over $8 trillion in total investment commitments.
Apple’s move is seen as both a business strategy and a political olive branch, potentially securing tariff exemptions that could save the company billions and maintain competitive pricing against rivals like Samsung.
The new investment is expected to create thousands of high-paying jobs, building on the 20,000 new hires announced earlier this year. The focus on AI, silicon engineering, and advanced manufacturing will likely attract skilled workers in tech-heavy states.
The Detroit Manufacturing Academy will also play a key role, offering free courses in project management and manufacturing process optimisation to small and mid-sized businesses, boosting local economies.
Meanwhile, the market received the news favourably, as Apple’s stock rose 2.8% in premarket trading following the White House’s announcement, reflecting investor optimism about the company’s ability to navigate tariff risks.
However, some analysts, including those at UBS, question whether Apple can fully deploy the $600 billion commitment, given the scale and complexity of its global supply chain. Others, like Bloomberg’s sources, caution that the investment may include routine spending, such as U.S. employee salaries and Apple TV+ production costs, rather than entirely new manufacturing initiatives.
With the White House event set to formalise the announcement, all eyes are on Apple to deliver on its ambitious promise. The tech giant’s ability to balance global operations with domestic expansion will shape its role in Trump’s vision of a manufacturing renaissance.
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