U.S. Investment Expansion by Apple: $154 Billion Announced, Stoking a 5% Share Surge, per Trump
Apple, the tech giant, has announced a major investment commitment of $600 billion over the next four years to expand its manufacturing operations in the United States. This decision comes in response to increased pressure and tariff threats from President Trump to move more production stateside.
The investment includes an additional $100 billion boost announced in August 2025 as part of the "American Manufacturing Program" (AMP), which aims to bring more of Apple's supply chain and advanced manufacturing to the U.S.
Key elements of this expansion include partnerships with U.S. and global suppliers like Corning, Applied Materials, Texas Instruments, Samsung, and Coherent. These partnerships will see critical components manufactured domestically, with Corning expanding its Kentucky plant to produce all cover glass for iPhones and Apple Watches in the U.S.
The move is expected to create approximately 20,000 new U.S. jobs concentrated in R&D, silicon engineering, software development, AI, and machine learning over the next four years, emphasizing high-tech and innovation-driven sectors.
Apple also plans to increase sourcing of parts within the U.S., with about two-thirds of components made in the U.S. being exported globally. This underscores Apple’s role in global supply chains centered in America.
The company is also seeking tariff relief on iPhones as tariffs from the ongoing trade war have cost Apple significant amounts. Tariffs on iPhones have been a major prompt for this reshoring effort.
Following the announcement, Apple's shares closed up 5% to $213.25. Under the new manufacturing plans, all iPhones and Apple Watches sold worldwide will contain coverglass made in Kentucky.
This investment is in addition to a $500 billion commitment announced earlier this year by Apple's CEO, Tim Cook. The White House spokesperson, Taylor Rogers, stated that the investment will help reshore the production of critical components to protect America’s economic and national security.
The U.S. is planning to place "approximately 100%" tariff rates on chips and semiconductors, but no charges will be applied on tech supplies for companies building in the U.S. President Trump has been pressuring companies to increase production in the U.S. in response to his tariffs.
The investment comes amidst a series of announcements by tech companies. President Donald Trump announced a $100 billion investment by Apple to expand manufacturing in the U.S., while Trump also announced a $100 billion investment in AI data centers from Oracle, SoftBank, and OpenAI earlier this year, with plans to increase the total to at least $500 billion. Both Oracle and OpenAI have revealed expanded plans to upgrade data center capabilities.
Trump has targeted companies like Walmart after the company warned its prices would increase to absorb the cost of his tariffs. However, Trump told Walmart to "EAT THE TARIFFS" and "not charge valued customers ANYTHING." Trump previously wrote on Truth Social that he expected Apple's iPhones to be manufactured in the U.S., not India or any other country.
Despite these developments, Apple did not immediately respond to a request for comment. Cook stated that Apple would "obviously try to optimize its supply chain" and "ultimately, do more in the U.S." A "vast majority" of iPhones sold in the U.S. come from India, according to Cook. However, under the new manufacturing plans, all iPhones and Apple Watches sold worldwide will contain coverglass made in Kentucky.
In the context of Apple's expansion, the tech giant will invest an additional $100 billion in business and technology, specifically in the form of the "American Manufacturing Program" (AMP), which focuses on bringing more supply chain and advanced manufacturing to the US. This investment in the US business sector is expected to create 20,000 new jobs in high-tech and innovation-driven sectors like R&D, silicon engineering, software development, AI, and machine learning over the next four years.
