{"id":48811,"date":"2025-08-07T17:56:25","date_gmt":"2025-08-07T21:56:25","guid":{"rendered":"https:\/\/mjtsai.com\/blog\/?p=48811"},"modified":"2025-08-07T17:56:56","modified_gmt":"2025-08-07T21:56:56","slug":"apple-announces-american-manufacturing-program","status":"publish","type":"post","link":"https:\/\/mjtsai.com\/blog\/2025\/08\/07\/apple-announces-american-manufacturing-program\/","title":{"rendered":"Apple Announces American Manufacturing Program"},"content":{"rendered":"

Apple<\/a> (Hacker News<\/a>):<\/p>\n

Apple today announced a new $100 billion commitment to America, a significant acceleration of its U.S. investment that now totals $600 billion over the next four years. Today’s announcement includes the ambitious new American Manufacturing Program (AMP), dedicated to bringing even more of Apple’s supply chain and advanced manufacturing to the U.S. Through AMP, Apple will increase its investment across America and incentivize global companies to manufacture even more critical components in the United States.<\/p>

[…]<\/p>

Apple is working with its suppliers to accelerate manufacturing in the U.S. through the new American Manufacturing Program. The first AMP partners include Corning, Coherent, GlobalWafers America (GWA), Applied Materials, Texas Instruments (TI), Samsung, GlobalFoundries, Amkor, and Broadcom. This builds on Apple’s July commitment<\/a> to buy American-made rare earth magnets from MP Materials.<\/p>

[…]<\/p>

With these new partnerships, Apple is leading the creation of an end-to-end silicon supply chain in the United States, with partners in every key aspect of silicon production.<\/p>

This U.S. silicon supply chain is on track to produce more than 19 billion chips for Apple products in 2025. That includes TSMC in Arizona, which is producing tens of millions of chips for Apple using one of the most advanced process technologies in America.<\/p><\/blockquote>\n\n

Daniel Howley and Ben Werschkul<\/a>:<\/p>\n

Apple is further teaming up with Samsung to work on new chipmaking technologies at its plant in Austin, Texas, as well as with GlobalFoundries and Amkor to bring more chip manufacturing and packaging to the US, respectively.<\/p>

Apple’s news comes after the Trump administration began pressuring the tech giant to manufacture its iPhone in the US, going so far as to threaten to impose a 25% tariff on the devices if the company didn’t comply.<\/p>

Apple’s announcement also comes as the company prepares for a new 25% tariff on goods destined for the US from India. That’s in addition to an existing 25% levy Trump previously said he would apply to the country’s products.<\/p><\/blockquote>\n\n

Josh Boak and Michael Liedtke<\/a>:<\/p>\n

\n

“We’ll be putting a tariff of approximately 100% on chips and semiconductors,” Trump said in the Oval Office while meeting with Apple CEO Tim Cook. “But if you’re building in the United States of America, there’s no charge.”<\/p>\n<\/blockquote>\n\n

Lisa Eadicicco<\/a>:<\/p>\n

\n

But smartphones are exempt from President Donald Trump’s new levies on India, marking a crucial win for the tech giant as it approaches its most important time of the year: its annual September iPhone launch followed by the holiday season. Apple will also dodge incoming new tariffs on semiconductors, since it’s committed to building iPhone components in the United States, Trump said Wednesday.<\/p>\n<\/blockquote>\n\n

Andrea Shalal, Nandita Bose, and Arsheeya Bajwa<\/a>:<\/p>\n

Asked if Apple could eventually build entire iPhones in the U.S., Cook noted that many components such as semiconductors, glass and Face ID modules are already made domestically, but said that final assembly will remain overseas “for a while.”<\/p>

While the investment pledge is significant, analysts say the numbers align with Apple’s typical spending patterns and echo commitments made during both the Biden administration and Trump’s previous term.<\/p>

[…]<\/p>

Apple has a mixed track record when it comes to following through on investment promises.<\/p>

In 2019, for instance, Cook toured a Texas factory with Trump that was promoted as a new manufacturing site. But the facility had been producing Apple computers since 2013 and Apple has since moved that production to Thailand.<\/p><\/blockquote>\n\n

Jay Peters<\/a> (YouTube<\/a>):<\/p>\n

At a White House press conference to discuss Apple’s new US manufacturing plans<\/a>, CEO Tim Cook presented a gift to President Donald Trump: a “unique” piece of glass from iPhone glass manufacturer Corning that’s set in a 24-karat gold base.<\/p>

The piece of glass is a large disc with the Apple logo cut into it. On the top of the glass, President Trump’s name is printed. On the bottom, there’s a signature that appears to be Cook’s as well as the message “Made in USA” and the year 2025. The glass was designed by a “former US Marine Corps corporal” who works at Apple, according to Cook.<\/p><\/blockquote>\n\n

Symbolically, it looks like Cook just caved, as he has with China, while Apple instead fights and maliciously complies with orders from courts in the EU, the US, and around the world. But it seems like he basically offered a sweet solution<\/a>: investments that may have already been planned and may not end up happening, semiconductors (but not flagship processors), glass, and Face ID sensors. Building iPhones in the US this is not, and he’s not trying very hard to pretend that that will ever actually happen. Instead, look at the shiny object<\/a>.<\/p>\n\n

Previously:<\/p>\n