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Trump Announces $100 Billion New Apple Investment Pledge to Boost U.S. Manufacturing

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President Donald Trump announced on Wednesday that Apple will invest an additional $100 billion in the United States over the next four years, raising its total U.S. investment commitment to $600 billion. This move aims to expand Apple’s domestic supply chain and advanced manufacturing footprint, potentially helping the company avoid U.S. tariffs on imported iPhones.

Trump emphasized that companies like Apple are “coming home,” framing the investment as a step toward his goal of ensuring iPhones sold in America are also made domestically. Apple CEO Tim Cook acknowledged that while many components such as semiconductors, glass, and Face ID modules are already produced in the U.S., final assembly of iPhones will continue overseas “for a while.”

Despite the significance of the pledge, analysts note it aligns with Apple’s typical spending patterns and echoes similar commitments made under both the Biden administration and Trump’s previous term. In May, Trump had threatened Apple with a 25% tariff on products manufactured abroad—a policy reversal that cost Apple $800 million in the recent quarter.

Apple’s history with U.S. manufacturing investments has been mixed. For example, a Texas factory touted in 2019 as a new site had been producing Apple computers since 2013 and later shifted production overseas. Most Apple products, including iPhones and iPads, continue to be manufactured mainly in Asia, although some production has moved to Vietnam, Thailand, and India.

Experts agree that full iPhone assembly in the U.S. is unrealistic due to high labor costs and complex global supply chains. Nancy Tengler, CEO of Laffer Tengler Investments, called the announcement “a savvy solution” to the president’s demand for domestic production.

Apple’s U.S. investment partners include specialty glass maker Corning, semiconductor equipment supplier Applied Materials, and chipmakers Texas Instruments, GlobalFoundries, Broadcom, and Samsung. Notably, Samsung will supply chips made at its Texas plant for Apple devices, while GlobalWafers will provide silicon wafers from its Texas facility.

Following the announcement, Apple shares rose 5%, Corning shares increased nearly 4%, and Applied Materials gained almost 2% in after-hours trading.

Foxconn Says It Can Adapt Production to Trump Tariffs

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Foxconn, the world’s largest contract electronics manufacturer and Apple’s primary iPhone maker, announced that it can adjust its production strategy to accommodate potential new U.S. tariffs. This statement was made by Foxconn Chairman Young Liu on Wednesday during a press briefing at the company’s headquarters in New Taipei, Taiwan.

The announcement comes after U.S. President Donald Trump introduced a 25% tariff on all U.S. imports from Mexico and Canada, though the tariff has been paused until March 4. Liu highlighted that Foxconn already operates production facilities in both the United States and Mexico.

“Depending on the tariffs, we will plan different production capacities accordingly,” Liu said. He emphasized that Foxconn is prepared to make necessary adjustments with its U.S.-based partners to meet Trump’s call for more domestic manufacturing.

Liu explained that the company’s flexible global production model minimizes the impact of tariff changes. “For the company, if we don’t manufacture here, we can do it there, so the impact is not too great,” he noted.

However, Liu expressed concern about the broader implications of tariffs, stating that they would not benefit the global economy and could reduce market size.