Apple has unveiled a $100 billion investment commitment to expand its U.S. operations, accelerating its total planned domestic investment to $600 billion over the next four years.
Central to this effort is the launch of the American Manufacturing Program (AMP), aimed at strengthening supply chains, boosting local production, and encouraging global suppliers to manufacture more critical components within the United States.
Key Partnerships Under AMP
The AMP includes collaborations with suppliers across multiple states. Early partners include Corning, Coherent, GlobalWafers America, Applied Materials, Texas Instruments, Samsung, GlobalFoundries, Amkor, Broadcom, and MP Materials.
- Corning (Harrodsburg, KY): Apple is allocating $2.5 billion to manufacture all iPhone and Apple Watch cover glass in the U.S. at its Harrodsburg plant, which will feature the largest smartphone glass production line globally and a new Apple-Corning R&D center.
- Coherent (Sherman, TX): Under a multiyear agreement, Apple will source VCSEL lasers—used in features like Face ID—from Coherent’s Texas plant.
- MP Materials (Fort Worth, TX & Mountain Pass, CA): Apple will procure American-made rare earth magnets and support the development of a rare earth recycling line in California.
Building an End-to-End Silicon Supply Chain in the U.S.
Apple aims to produce over 19 billion chips domestically in 2025, working with partners throughout the semiconductor production chain:
- TSMC (Phoenix, AZ): Apple is the first and largest customer at this advanced chip manufacturing facility.
- GlobalWafers America (Sherman, TX): Supplies 300mm wafers from U.S.-sourced silicon for fabs including TSMC and Texas Instruments.
- Applied Materials (Austin, TX): Expanding the production of semiconductor manufacturing equipment.
- Texas Instruments (Lehi, UT & Sherman, TX): Scaling production of core semiconductors using U.S.-made tools and wafers.
- Samsung (Austin, TX): Introducing innovative chipmaking technology exclusive to the U.S. supply chain.
- GlobalFoundries (Malta, NY): Manufacturing wireless and power management chips essential for Apple devices.
- Amkor (Arizona): Building a new chip packaging and testing facility to serve Apple, packaging chips from nearby TSMC fabs.
- Broadcom & GlobalFoundries: Manufacturing essential 5G parts in the United States.
Apple Server Manufacturing Moves to Texas
A new 250,000-square-foot factory in Houston is being developed for Apple server assembly, marking a shift from overseas production. After producing its first test unit in July, the facility is expected to begin mass production in 2026. These servers will support Apple Intelligence and Private Cloud Compute, combining local AI processing power with advanced cloud security.
Manufacturing Academy and Data Infrastructure Expansion
- Detroit, Michigan: The Apple Manufacturing Academy will open on August 19, providing training to small and medium manufacturers on AI and automation integration.
- Maiden, North Carolina: Apple’s data center expansion will support North American customers of iCloud and Apple Music, running on 100% renewable energy and improving Apple Intelligence features.
- Additional Data Centers: Expansion efforts are in progress in Iowa, Nevada, and Oregon to strengthen Apple’s cloud network in the U.S.
Austin Campus and Job Growth
Apple is growing its second Austin campus, home to more than 13,000 staff. New buildings will accommodate R&D teams for hardware, silicon, and software. The company aims to add 20,000 U.S. employees over four years, mainly in AI, machine learning, silicon engineering, and software.
Strategic Role of Corning in Apple’s Supply Chain
Beyond glass manufacturing, Corning supplies silicon materials to GlobalWafers America, underpinning Apple’s domestic chip supply chain.
The Ceramic Shield glass used in iPhones was developed collaboratively by Apple and Corning. Since 2017, Apple has invested nearly $500 million in Corning’s Kentucky operations.
Conclusion
Apple’s $100 billion American Manufacturing Program seeks to expand domestic production of key components such as silicon chips, rare earth magnets, cover glass, and AI server hardware. The initiative aims to strengthen core supply chains in the U.S., promote innovation, and build a robust technical workforce to support Apple’s long-term manufacturing goals.