Trump, Apple Unveil $600 Billion Plan to Boost U.S. Manufacturing

Apple Inc. will invest $600 billion over the next four years to expand domestic manufacturing, U.S. President Donald Trump said on Tuesday, unveiling a major initiative alongside Apple CEO Tim Cook at the White House.

The program, described by the administration as a “transformational move,” includes the creation of a new 250,000-square-foot facility in Houston and expanded component production across 11 states. It marks one of the largest private-sector investment commitments in U.S. manufacturing in recent years.

American Manufacturing Program

The investment forms part of Apple’s newly announced American Manufacturing Program (AMP), which adds $100 billion to the company’s earlier $500 billion commitment made in January. The expanded program will scale domestic partnerships with suppliers including Corning Inc., Applied Materials, Texas Instruments, Broadcom, and Samsung.

Key components of the plan include:

  • $2.5 billion investment in Corning’s Kentucky facility to produce all iPhone and Apple Watch cover glass.
  • A new AI server plant in Houston.
  • Supply chain expansion in Arizona, California, Iowa, Kentucky, Nevada, New York, North Carolina, Oregon, Texas, and Utah.

The effort aims to shift high-tech component manufacturing to U.S. soil, in line with Trump’s “America First” policy. The administration has signaled plans to impose tariffs of up to 100% on imported semiconductors and key electronics components unless companies increase domestic production.

Assembly Still Offshore

Despite the scale of the investment, Apple said full assembly of iPhones and other devices would continue overseas. However, the company noted that nearly two-thirds of components in its U.S.-produced products are already exported globally.

“This is about building long-term resilience into our supply chain,” Cook said. “It’s a step forward for American manufacturing, not a reversal of globalization.”

Market Reaction and Analyst View

Apple shares rose more than 2% in early trading following the announcement, with investors welcoming the initiative as a hedge against future trade uncertainty.

“This is a calculated move to align with shifting U.S. trade policy while strengthening Apple’s domestic footprint,” said Daniel Ives, analyst at Wedbush Securities. “It won’t bring full iPhone assembly to the U.S., but it moves the needle on reshoring advanced manufacturing.”

The initiative is expected to create tens of thousands of jobs and support Apple’s existing supplier network, which spans all 50 states and includes more than 450,000 workers.

Long-Term Outlook

Analysts note the program could help shield Apple from rising geopolitical tensions and new tariffs, though challenges around labor costs and supply chain logistics remain.

Trump praised the move as a “win for American workers” and said it sets a precedent for other multinationals to follow suit.

The $600 billion AMP marks a major push to reestablish the U.S. as a center for advanced electronics manufacturing, as Washington seeks to reduce reliance on Asian production hubs amid ongoing trade and tech competition.

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