By Savister News Desk | Updated August 6, 2025
Apple is preparing a $100 billion investment in the United States to expand its operations and strengthen domestic manufacturing, according to a White House announcement expected later today. The move follows the company’s earlier $500 billion U.S. commitment made earlier this year.
White House spokesperson Taylor Rogers praised the deal, saying:
“President Trump’s America First economic agenda has secured trillions of dollars in investments that support American jobs and bolster American businesses. Today’s announcement with Apple is another win for our manufacturing industry that will help reshore production of critical components.”
Apple’s American Manufacturing Program
As part of the new initiative, Apple will launch an American Manufacturing Program aimed at moving more of its supply chain to the U.S. The plan also seeks to encourage other tech companies to source and produce components domestically, reducing reliance on facilities in China, India, and Vietnam.
The investment comes at a time when Trump has increased tariffs on countries such as India, where Apple currently assembles many of its iPhones. Although smartphones remain exempt from new tariff rules, Apple faces rising costs. CEO Tim Cook recently confirmed that tariffs could add $1.1 billion in expenses in the September quarter alone.
Market Reaction
Shares of Apple (AAPL) rose 3.5% on Wednesday morning, marking their biggest one‑day gain since May. Despite this jump, the stock remains down around 16% for the year as the company navigates trade pressures, AI competition, and delayed product updates.
Trump and Apple’s Supply Chain
President Trump has repeatedly called on Apple to manufacture iPhones in the United States rather than abroad, even threatening tariffs of 25% on imported iPhones. However, experts warn that scaling U.S. production will be difficult due to higher labor costs and the limited domestic supply of skilled workers.
Still, Apple has already taken steps to expand its U.S. footprint. Its earlier $500 billion pledge included a manufacturing academy in Detroit and partnerships with U.S.-based suppliers like MP Materials to source rare earth minerals critical to smartphones and electronics.
Tech Industry Trend
Apple isn’t alone in reshoring manufacturing. Texas Instruments pledged $60 billion for U.S. semiconductor plants in June, TSMC committed $100 billion earlier this year, and Nvidia announced plans to build its supercomputers in the U.S.
Outlook
Analysts remain cautiously optimistic. Ted Mortonson, a technology strategist at Baird, said Apple’s supply chain team is highly skilled at anticipating policy shifts.
“Tim Cook is known to be the supply chain genius of technology. His team understands the Trump administration’s moves before they even happen.”
Apple’s $100 billion investment highlights both the challenges and opportunities of reshoring tech production. While costs may rise, the push could reshape U.S. manufacturing, create jobs, and mark a significant shift in global supply chains.
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