Apple has announced plans to invest an additional $100 billion in US manufacturing over the next four years, marking a significant expansion of its domestic operations. The declaration was made during an event at the White House on August 6, 2025, where CEO Tim Cook joined President Donald Trump.
The move is part of a broader initiative, the American Manufacturing Programme, aimed at strengthening the domestic supply chain and boosting advanced manufacturing within the country. Although the initiative stops short of committing to full-scale iPhone production in the United States, it represents a strategic shift toward increasing the local sourcing of components.
President Trump framed the development as a substantial milestone toward the broader objective of ensuring that products sold in the US, particularly iPhones, are also manufactured within its borders. He referred to the announcement as one of the most significant investment commitments in recent American history.
The increased funding raises Apple’s total domestic investment commitment from $500 billion to $600 billion. This enhanced effort will include partnerships with several American companies, including Corning, Coherent, Applied Materials, Texas Instruments, and Broadcom. These firms are involved in producing key components used in Apple products globally, such as semiconductor chips.
The announcement comes amid ongoing tensions between the Trump administration and Apple, particularly over the company’s increasing reliance on Indian manufacturing. In previous months, the President had openly criticized Apple and Tim Cook for shifting iPhone production to India, a move perceived as an attempt to circumvent tariffs targeting Chinese imports.
While visiting Qatar earlier this year, Trump highlighted concerns about Apple’s foreign manufacturing, recounting a direct conversation in which he conveyed his opposition to Apple’s operations in India.
Further straining relations, the administration recently imposed a 25% tariff on Indian imports in response to the country’s continued purchase of Russian oil. This new round of tariffs, set to take effect in 21 days, could result in a total duty of 50% on Indian goods. The decision appears to have implications for global tech supply chains, particularly those involving Apple.
Coinciding with this investment, Apple recently finalized a $500 million deal with MP Materials to expand a Texas-based factory. The facility will produce recycled magnets used in iPhones, highlighting Apple’s growing commitment to sustainable, US-based manufacturing.
During a recent call with investors, Cook noted that multiple components of Apple devices are already being produced domestically. These include the iPhone’s glass display and facial recognition module. He also suggested that production of other components in the US would soon be expanded.
The market responded positively to the announcement, with Apple’s stock climbing 5% in midday trading. Analysts interpreted the move as a sign of improved relations between the company and the administration, easing investor concerns. However, the company’s shares remain down by 15% year-to-date, partly due to challenges in its artificial intelligence ventures.
