Apple is expanding its U.S. manufacturing footprint by adding Bosch, Cirrus Logic, TDK and Qnity Electronics to its American Manufacturing Program, with plans to invest $400 million through 2030 to boost domestic production of key components.
The initiative builds on Apple’s previously announced $600 billion, four-year commitment to strengthen U.S.-based manufacturing. The latest expansion reflects a broader industry shift toward localizing supply chains amid geopolitical tensions and trade pressures, as companies seek to reduce reliance on overseas production and reinforce domestic capabilities.
Under the program, Apple will collaborate with its partners to produce sensors, integrated circuits and advanced materials used in its devices, with some components set to be manufactured in the United States for the first time. The effort is expected to support job creation and enhance the country’s position in semiconductor and advanced electronics manufacturing.
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As part of the partnerships, Apple will work with Bosch and Taiwan Semiconductor Manufacturing Company to manufacture chips for sensing hardware at TSMC facilities in Washington state. Cirrus Logic will team up with GlobalFoundries in New York to develop semiconductor process technologies that power features such as Face ID. TDK, a longtime Apple supplier, will begin producing sensors domestically, while Qnity Electronics will supply materials critical to semiconductor fabrication and AI-related technologies in collaboration with HD MicroSystems.
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The move comes as Apple continues to diversify its manufacturing base beyond China in response to tariffs, policy shifts and supply chain risks. While some products, including the Mac Mini, are expected to be assembled in Texas, the company has acknowledged the challenges of fully producing devices like the iPhone in the United States. They cite higher labor costs and the absence of a comprehensive local supply chain.
In addition to its manufacturing push, Apple is investing in workforce development. The company will host a spring forum for its Apple Manufacturing Academy in Detroit from April 30 to May 1, aimed at training small- and medium-sized manufacturers and strengthening the domestic industrial ecosystem.