Apple Inc. has announced a significant expansion of its domestic investment plans, pledging an additional $100 billion toward US-based operations. This increases Apple’s total commitment to $600 billion over the next four years.
The announcement was made during a media briefing at the White House, where Apple CEO Tim Cook presented President Donald Trump with a gold-mounted US-made Apple souvenir.
“This is a significant step toward the ultimate goal of ensuring that iPhones sold in America also are made in America,”
— Donald Trump
“Companies like Apple, they’re coming home. They’re all coming home,”
—President Donald Trump
Cook acknowledged the growing political momentum around reshoring production but clarified that final assembly of iPhones will remain abroad "for a while," despite increased US-based component production.
“Although many components like semiconductors, Face ID modules and glass are already manufactured in the US, final iPhone assembly would continue abroad ‘for a while’,”
— Apple CEO Tim Cook
Apple’s latest funding injection is aimed at enhancing its advanced manufacturing capacity and supply chain footprint within the United States. This includes boosting collaborations with long-term and new partners such as:
Corning – Specialty glass manufacturing
Texas Instruments – Semiconductor components
Applied Materials – Chip manufacturing technology
Samsung – Advanced chip supply from its Texas facility
GlobalFoundries – Semiconductor fabrication
GlobalWafers – Silicon wafer production in Texas
These efforts are designed to bolster domestic tech capabilities and reduce reliance on overseas suppliers.
The announcement coincides with heightened pressure from Donald Trump, who has renewed calls for US tech companies to relocate manufacturing back home.
In May 2025, Trump threatened to impose a 25% tariff on electronics produced abroad, including Apple’s flagship iPhone. This represented a departure from previous tariff exemptions under his earlier administration and created a new sense of urgency.
Apple’s latest investment is widely seen as a strategic buffer against possible penalties.
Despite the impressive headline figure, many industry analysts note that Apple’s spending remains in line with previous commitments under both Trump and Biden administrations.
Some remain skeptical due to Apple’s checkered history of fulfilling domestic production promises. For instance:
A Texas-based factory heavily publicized in 2019 as “new” was later revealed to have been operational since 2013.
That manufacturing line has since moved to Thailand.
While component production in the US has grown, analysts say the complexity and labor cost of full-scale iPhone manufacturing in America make such a transition highly improbable in the near term.
Following Apple’s announcement:
Apple shares rose by 5%
Corning’s stock jumped nearly 4%
Applied Materials saw a 2% increase in after-hours trading
The investment has been seen as a proactive step to stay ahead of possible regulatory or tariff challenges while showing commitment to the US economy.
Apple’s latest $100 billion commitment to the US reflects both a strategic response to political pressure and a broader effort to deepen its American manufacturing and supply chain capabilities.
While this substantial pledge increases its total US investment to $600 billion over the next four years, it stops short of full iPhone production relocation—something former President Donald Trump has strongly advocated for. CEO Tim Cook emphasized that while many iPhone components are already US-made, final assembly will continue overseas "for a while."
The move is timely, given Trump’s renewed threat of a 25% tariff on overseas-produced Apple goods. Analysts suggest the investment may help Apple avoid penalties while appeasing nationalistic policy demands.
Despite skepticism about whether these investments will transform Apple’s manufacturing model, the company’s partnerships with major US tech suppliers signal a shift toward reducing dependency on China. For now, Apple walks a fine line between political diplomacy and global operational practicality.