Apple Commits $600 Billion to US Manufacturing in Major Trump-Era Investment Boost
Key Announcements
$600B total pledge: Apple increases US investment by $100B (now $600B over 4 years)
New Kentucky facility: To produce iPhone screen glass
Semiconductor surge: 19B chips made in 2024 across 12 states
Jobs impact: 20,000+ new US positions
Trump & Cook’s White House Showcase
🇺🇸 Trump’s Claim:
Credits tariffs/policies for "iPhones made in America" push
Calls it "largest Apple investment in US history"
🍎 Cook’s Nuance:
Components (chips, glass, Face ID) made in US
Final assembly remains overseas (China/India)
"Products sold globally will use US-made parts"
Investment Breakdown
💰 Previous Commitments:
2021: $430B over 5 years
Feb 2025: $500B expansion announced
Aug 2025: +$100B (total $600B)
🏭 Manufacturing Focus:
Semiconductors: 24 US factories ramping production
Materials: Kentucky glass plant reduces import reliance
Tariff Tensions & Apple’s Bottom Line
⚠ Trump’s 25% tariffs:
Cost Apple $23.4B in Q2 profits (still beat forecasts)
Incentivizes shifting supply chains from China
🇨🇳 China’s Response:
Condemns US "bullying" after new chip restrictions
Vows retaliation (could impact Apple’s overseas ops)
Why This Matters
🔹 Political win: Trump leverages Apple deal for reelection narrative
🔹 Tech sovereignty: Reduces US reliance on foreign chip/glass suppliers
🔹 Investor watch: Can Apple offset tariff costs while maintaining margins?
Bottom Line: Apple’s bet on US manufacturing aligns with Trump’s economic agenda, but global supply chain complexities remain.