Apple has brought four new partners into its domestic supply chain, with plans to invest $400 million through 2030 to manufacture critical materials and components in the United States for products sold worldwide.
TDK, one of Japan’s most important electronics manufacturers, has supplied Apple for more than 30 years. Under the new partnership, TDK will manufacture sensors in the United States for the first time, and that will include components that Apple said support iPhone camera stabilization. The sensors will ship in devices sold globally, boosting the volume of chips Apple sources from U.S.-based silicon supply chains.
German engineering company Bosch will produce integrated circuits for new sensing hardware in partnership with the Taiwan Semiconductor Manufacturing Co. (TSMC) facility in Camas, Washington. Apple said the chips support features such as crash detection, activity tracking, and elevation.
Cirrus Logic will work with GlobalFoundries at its Malta, New York, fab to develop mixed-signal semiconductors, including advanced chips used to power Face ID systems. Qnity Electronics and HD MicroSystems will supply materials and technologies used in semiconductor manufacturing and high-performance computing.
Apple also said TSMC’s Arizona site and GlobalFoundries are producing chips for the company.
Apple said its U.S. operations support more than 450,000 jobs across all 50 states and that it plans to hire 20,000 more employees, focusing largely on research and development, silicon engineering, artificial intelligence, and software development.
Since the American Manufacturing Program launched, Apple said it has surpassed its initial target by sourcing more than $20 billion in U.S.-made chips from 24 factories across 12 states. The company said it is on track in 2026 to purchase more than 100 million advanced chips from TSMC’s Arizona fab.
The moves come as both the federal government and the tech industry push to reshore overseas production.
“For years, Americans have watched as many of our leading tech giants built their factories overseas and exported American jobs abroad,” Trump said in August 2025 during an appearance with Cook, noting that his administration would do “everything possible to make [the United States] the best place on earth to build a factory or grow businesses.”







