Apple is deepening its commitment to U.S. manufacturing, announcing a significant expansion of its American Manufacturing Program (AMP). This strategic move brings four new key partners into its domestic supply chain: Bosch, Cirrus Logic, TDK, and Qnity Electronics. These companies will be instrumental in producing critical components and materials for Apple’s global product lineup, with the tech giant earmarking an additional $400 million for these initiatives through 2030.
Tim Cook, Apple’s CEO, has championed this expansion as a testament to American innovation and ingenuity. He emphasized that these partnerships serve as a powerful demonstration of the potential unlocked through strategic investments in domestic manufacturing. The company asserts that these new collaborations will not only generate jobs but also bolster the nation’s manufacturing capabilities.
This latest development represents a significant acceleration of Apple’s AMP, a cornerstone of its ambitious $600 billion, four-year pledge to U.S. manufacturing and innovation. Launched in August 2025 with a substantial $100 billion increase in spending, the program has already seen considerable traction. Apple’s current U.S. operations are a major employer, supporting over 450,000 jobs across all 50 states. Furthermore, the company plans to create an additional 20,000 direct hires in high-growth areas such as R&D, silicon engineering, artificial intelligence, and software development.
Among the newly integrated partners, TDK, a long-standing supplier to Apple for over three decades, will, for the first time, manufacture sophisticated sensors within the U.S. These sensors, including advanced technology crucial for iPhone camera stabilization, will be incorporated into devices shipped worldwide, thereby increasing the volume of chips Apple sources from the U.S. silicon supply chain.
Bosch is set to produce integrated circuits vital for sensing hardware at Taiwan Semiconductor Manufacturing Company’s (TSMC) facility in Camas, Washington. These chips are essential for key Apple product features such as Crash Detection and activity tracking. Cirrus Logic will collaborate with GlobalFoundries at its Malta, New York, fabrication plant to develop advanced mixed-signal semiconductors, including sophisticated chips powering Face ID systems. Qnity Electronics and HD MicroSystems will contribute essential materials and advanced technologies to support semiconductor manufacturing and high-performance computing efforts. Notably, both TSMC’s Arizona facility and GlobalFoundries are already engaged as foundries producing chips for Apple.
Since the inception of AMP, Apple has demonstrably surpassed its initial targets. The company has already sourced over $20 billion worth of U.S.-made chips from 24 factories spread across 12 states. Projections for 2026 indicate that Apple is on track to procure more than 100 million advanced chips from TSMC’s Arizona fab, a marked increase from the previous year.
Other early successes under the AMP umbrella include Amkor’s groundbreaking $7 billion semiconductor packaging facility in Peoria, Arizona, where Apple will serve as its inaugural and principal customer. GlobalWafers has commenced production at its new $4 billion silicon wafer plant in Sherman, Texas. Additionally, Corning’s facility in Harrodsburg, Kentucky, is now fully dedicated to producing cover glass for iPhones and Apple Watches destined for global markets.
In a significant recent development, Apple announced in February its intention to commence Mac mini production at its Houston facility later this year, marking the first time this product will be manufactured in the U.S. The Houston campus, which is already ahead of schedule in producing AI servers, is set to double its operational footprint with this expansion.
The initial cohort of AMP partners, including Amkor, Applied Materials, Broadcom, Coherent, Corning, GlobalFoundries, GlobalWafers America, MP Materials, Samsung, and Texas Instruments, are all reporting substantial progress in advancing domestic manufacturing capabilities.
This strategic shift underscores Apple’s broader objective to fortify its U.S. supply chain at a time when both the U.S. government and the technology sector are placing an elevated emphasis on domestic production, supply chain resilience, and reducing over-reliance on overseas manufacturing.
Apple has historically absorbed approximately $3.3 billion in tariff costs incurred since the implementation of former President Trump’s trade policies, with CEO Tim Cook choosing to absorb these expenses rather than pass them on to consumers. While a recent Supreme Court decision struck down a significant portion of the tariff agenda, potentially altering Apple’s cost landscape, the company has yet to comment on whether it will seek to recoup previously paid tariffs.
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