Apple said it is enlarging its American Manufacturing Program by bringing Bosch, Cirrus Logic, TDK and Qnity Electronics into the initiative and committing $400 million between now and 2030 to grow U.S. production of key components.
The company framed the move as part of a broader shift by firms toward relocating manufacturing and critical supply chains to the United States to reduce geopolitical risks and strengthen domestic production capacity. Apple said the new additions build on its previously announced $600 billion, four-year investment commitment in U.S. manufacturing.
Apple said the expanded program will concentrate on producing sensors, integrated circuits and advanced materials that go into Apple devices. The company noted that some of these components will be manufactured in the United States for the first time, an explicit goal of the expansion.
Specific collaborations were detailed by Apple:
- Apple will partner with Bosch and Taiwan Semiconductor Manufacturing Co (TSMC) to produce chips for sensing hardware at TSMC’s Washington state facility.
- Cirrus Logic will work with GlobalFoundries to develop semiconductor process technologies to support features such as Face ID.
- Longtime supplier TDK will begin U.S. production of sensors for the first time.
- Qnity Electronics will provide materials considered critical for semiconductor production and for AI-related technologies.
Apple said the expansion is intended to create jobs and strengthen U.S. capabilities in semiconductor and advanced electronics manufacturing. The company framed the investment as contributing to domestic production capacity while continuing its multi-year manufacturing commitments.
Apple’s announcement underscores continued industry movement to locate more of the semiconductor and advanced electronics supply chain on U.S. soil. The company’s plan includes multi-party collaborations involving chipmakers, suppliers of sensing hardware and providers of materials used in semiconductor fabrication.
The stated timeline for the $400 million commitment extends through 2030, and Apple characterized the initiative as an extension of its earlier large-scale U.S. investment pledge. Beyond the named partnerships and stated objectives, Apple did not provide additional implementation details in the announcement.