Apple to Expand American Manufacturing Programme by US$400m

Apple is expanding its US manufacturing programme by US$400mn.

It is partnering with Bosch, Cirrus Logic, TDK and Qnity Electronics to manufacture essential materials and components in the US, for Apple products sold globally.

The announcement of a further US$400mn investment comes as Apple, who have faced tariffs and government pressure, have now invested over US$600bn in its American Manufacturing Program (AMP).​​​​​​​

Apple's TDK Collaboration

The Japanese based TDK will manufacture sensors for Apple in the US for the first time. The two companies have collaborated for over three decades on a variety of technology, including advanced tunnel magnetoresistance sensors that support key iPhone features.

Noboru Saito, TDK President and CEO, says: “Based on the decade-long relationship with Apple, when Apple asked what more we could do in the United States beyond our existing relationship, we TDK saw that as an opportunity to grow our relationship even more, and in new ways. 

“We are very proud to be working with Apple to accelerate US manufacturing. We share their commitment to do more in the US, and our teams are working side-by-side with theirs in the US.”

TDK's US facility will supply TMR sensors in devices shipped all over the world, and will increase the volume of chips that Apple will source from US silicon supply chains.

Expanded with other partners

As part of this new investment in Apple's AMP, Cirrus Logic and GlobalFoundries will establish new semiconductor process technologies at GlobalFoundries' facility in New York that will enable Apple to develop mixed-signal solutions for a number of applications, including advanced ICs to power Face ID systems.

Tim Cook, Apple's CEO, says: “At Apple, we believe in the power of American innovation and manufacturing, and we're proud to partner with even more companies to produce critical components and cutting-edge materials for our products right here in the US.

“Today, we're joining with world-class partners like Bosch, Cirrus Logic, TDK, and Qnity Electronics to further expand Apple's US supply chain through our American Manufacturing Program. This is another powerful example of what is possible when we invest in American ingenuity, and we're excited to build the future together.”

Apple also partnered with Qnity Electronics and HD MicroSystems who will provide materials and essential technologies for semiconductor manufacturing and advanced electronics. This will assist Apple with high-performance computing and AI.

US pressure from current administration

In May 2025, US President Donald Trump wrote in a post on Truth Social: “I have long ago informed Tim Cook of Apple that I expect their iPhone’s that will be sold in the United States of America will be manufactured and built in the United States, not India, or anyplace else. If that is not the case, a Tariff of at least 25% must be paid by Apple to the US. Thank you for your attention to this matter!" 

CNBC reported in January 2026, that Apple's tariff bill has racked up about US$1bn per quarter, paying roughly US$3.3bn in tariffs since Trump initiated them last year.

Apple has begun to move large parts of its operations to the US. Before, large parts of its manufacturing process were off-shored. The BBC estimated nine in 10 of Apple's 220 million iPhones sold annually are made in China. 

As part of its wider American Manufacturing Program, announced in August 2026, Apple has partnered with Corning, Coherent, GlobalWafers America, Applied Materials, Texas Instruments, Samsung, GlobalFoundries, Amkor and Broadcom.

By 2030, Apple plans to directly hire 20,000 people in the US. It has significantly expanded its operations in Houston, bringing production of Apple's Mac mini to the US.

Significant expansions to Apple's operations have also been announced in North Carolina, California, Iowa, Oregon, Texas, Utah, New York, Nevada and Kentucky.