Apple has committed an additional $100 billion to expand its U.S. operations, bringing its total planned American investment to $600 billion over the next four years, U.S. President Donald Trump announced Wednesday. Standing alongside Apple CEO Tim Cook at the White House, Trump hailed the move as the tech company’s largest-ever domestic financial pledge, emphasizing its alignment with his administration’s push to revive domestic manufacturing.
The new investment, revealed during a joint appearance in the Oval Office, includes a Kentucky-based facility producing glass for iPhone screens and expanded semiconductor production across Texas, Utah, Arizona, and New York. This builds on Apple’s earlier commitments, including a $430 billion initiative announced in 2021 and a $500 billion plan unveiled in February, both targeting job creation and supply chain growth. Cook noted that U.S. manufacturers are already producing 19 billion chips for Apple this year across 24 facilities in 12 states.
Trump tied the expansion to his administration’s tariff policies, which aim to incentivize companies to relocate manufacturing to the U.S. He reiterated plans for a 100% tariff on imported semiconductors—a key export for Taiwan, South Korea, China, and Japan—though Taiwanese chipmaker TSMC, a major Apple supplier with U.S. factories, would reportedly avoid the levy. While tariffs on foreign-made pharmaceuticals and tech components may be introduced soon, Trump argued such measures would make the U.S. “very rich” by redirecting corporate investment.
Cook clarified that while critical iPhone parts—including semiconductors, glass, and Face ID modules—will be domestically produced, final assembly will remain overseas. “We’re doing these [components] for products sold elsewhere in the world,” he explained. The statement underscores the lingering global complexity of tech supply chains, even as Apple navigates tariffs that have raised costs for imported goods like iPhones.
Despite these financial pressures, Apple reported a strong quarterly profit of $23.4 billion in late July. Analysts suggest the company’s investments may mitigate long-term risks tied to trade policies, though critics argue that full-scale reshoring remains impractical. Taiwan’s government, meanwhile, emphasized TSMC’s exemption from proposed tariffs, reflecting the geopolitical nuance surrounding semiconductor production.
The announcement reflects a broader trend of U.S. tech giants balancing political pressure to localize manufacturing with the economic realities of globalized production. As Trump vowed to reward companies that “commit to manufacturing their wares in the U.S.,” the long-term impact of these policies—and Apple’s role in shaping them—will hinge on evolving trade dynamics and consumer demand.
