Behind Apple’s growing US manufacturing push, a $400 million expansion adds new semiconductor partners, bringing key iPhone component production and supply chains closer.
Apple has expanded its ‘American Manufacturing Program’ by adding four semiconductor companies, committing $400 million to support domestic production through 2030. The move includes partnerships with Bosch, Cirrus Logic, TDK and Qnity Electronics, as the company seeks to increase the share of components manufactured in the US.
The investment will support the production of materials and components used in Apple products sold globally. As part of the expansion, TDK will manufacture iPhone sensors in the US for the first time, supplying components used in functions such as camera stabilisation.
Apple is also collaborating with Bosch to produce circuits that enable features including crash detection, activity tracking and elevation measurement.
The announcement forms part of Apple’s broader $600 billion commitment to US manufacturing and innovation. The programme has expanded in recent years as companies respond to geopolitical uncertainty, tariffs and supply chain risks by increasing domestic production capacity.
Existing partners under the programme have already begun implementing projects. Corning is producing cover glass for iPhones and Apple Watches at its Kentucky facility, while plans are underway to begin Mac mini production in Houston later in 2026.
Meanwhile, GlobalWafers has started wafer production at its Texas plant, and Amkor has begun construction of an advanced packaging and testing facility in Arizona, where Apple is expected to be a major customer.
Apple is also working with Cirrus Logic to develop semiconductor process technologies at GlobalFoundries’ site in New York. The collaboration is expected to support the development of mixed-signal components, including integrated circuits used in Face ID systems.
In addition, Qnity Electronics and HD Microsystems will supply materials aimed at improving semiconductor manufacturing processes, including applications linked to artificial intelligence and high-performance computing. Qnity recently opened a semiconductor facility in Delaware.
Chief executive Tim Cook said the company aims to expand its network of domestic partners producing key components in the US.
