^{A gift given by Apple CEO Tim Cook to U.S. President Donald Trump stands on President Trump’s table, as they present Apple’s announcement of a $100 billion investment in U.S. manufacturing, in the Oval Office at the White House in Washington, D.C., U.S., August 6, 2025. | Jonathan Ernst | Reuters}

Apple is ramping up its U.S. investment strategy with a massive new pledge: the tech giant will inject an additional $100 billion into American suppliers and manufacturing over the next four years, deepening its commitment to building a robust domestic supply chain.

The announcement, made jointly by Apple CEO Tim Cook and President Donald Trump at the White House, includes a $2.5 billion partnership with Corning Inc. to expand U.S.-based production of glass used in iPhones and Apple Watches. This comes on top of Apple's previous $500 billion U.S. spending commitment announced earlier this year—bringing the total to $600 billion through 2029.

Apple’s Largest-Ever U.S. Investment: What’s Included

According to Apple, this is the company’s largest American investment to date and is aimed at reinforcing the domestic tech ecosystem by supporting existing suppliers, developing new capabilities, and encouraging international partners to source more from the U.S.

Key highlights of the expanded plan include:

• $2.5 billion expansion with Corning, which manufactures iPhone glass in Harrodsburg, Kentucky. Apple says 100% of glass for iPhones and Apple Watches will now be made in the U.S.
• Multiyear supply agreement with Coherent to develop laser components for the iPhone’s Face ID system.
• Collaboration with Texas Instruments to add tooling in Utah and Texas facilities for chip production.
• Support for GlobalFoundries, which will produce wireless charging components for Apple in New York.
• Production of 19 billion chips this year through its U.S. supply chain, including wafers from GlobalWafers and chips by TSMC fabricated at their Arizona facilities.

Driving a U.S.-Based “End-to-End” Supply Chain

Apple’s long-term vision is to build a fully integrated, end-to-end chipmaking ecosystem within U.S. borders—from raw wafers to final product packaging. “We’re doing the semiconductors here, the glass here, and the Face ID modules here,” Cook said, responding to criticism that Apple hasn’t moved full iPhone production to the U.S.

Although Apple has not signaled any near-term plan to fully assemble iPhones domestically, the company emphasized that many critical components are already made in the U.S., helping reduce reliance on foreign suppliers amid rising geopolitical risks and trade disputes.

Tariffs and Incentives: Navigating a Changing Trade Landscape

Apple’s U.S. push comes as the Trump administration continues to escalate tariffs on foreign tech products—especially those manufactured in China and India.

• Apple said tariffs could cost the company up to $1.1 billion in Q3 of this year.
• To avoid China-focused import penalties, the company has shifted much of its iPhone assembly to India. While India now faces 25% tariffs, White House sources say Apple will remain “largely unaffected” due to carve-outs.
• President Trump announced this week a 100% tariff on semiconductors and chips, but Apple will be exempt due to its growing domestic manufacturing commitments.

A Look Back: Apple’s History of U.S. Investment Promises

This is not Apple’s first large-scale U.S. investment announcement. Here’s a breakdown of previous pledges:

• 2017: Apple launched a $1 billion manufacturing fund (later increased to $10 billion) to support U.S. suppliers like Corning and Finisar.
• 2018: Committed to $350 billion over five years.
• 2021: Increased that to $430 billion across five years.
• 2024: Now committing $600 billion over four years—about $125 billion per year, significantly above prior levels.

Much of that investment has materialized, with Apple operating data centers in Iowa, Oregon, Nevada, Arizona, and North Carolina. On Wednesday, the company confirmed ongoing expansions at data centers in all five of those states.

Trump and Cook’s Comments on Manufacturing and Future Plants

“This is the largest investment Apple has ever made in America or anywhere else,” President Trump said, expressing optimism that more factories and plants are already underway or will begin construction soon.

Cook said the original $500 billion U.S. commitment came after discussions with Trump: “President Trump challenged us to do more. We took that seriously.”

Although Apple has stopped short of moving iPhone final assembly stateside, experts say such a shift would require a complete redesign of supply chains and take years to implement. In the meantime, Apple’s current U.S.-based investments appear designed to secure key component production and maintain trade flexibility.

The Big Picture

Apple’s bold $100 billion U.S. investment expansion signals a new chapter for American manufacturing in the tech sector. It positions the company as a leader in domestic tech infrastructure and chip development while helping it navigate growing trade tensions and secure long-term supply chain resilience.

By spreading its manufacturing footprint across multiple states and supporting dozens of domestic partners, Apple is building a more resilient, American-made future for its iconic devices—without compromising on scale or innovation.

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