Apple Pledges $100 Billion More to US Amid New Trump Chip Tariff Warning
So, big news from Apple and the White House this week — Apple is putting another $100 billion into manufacturing iPhone parts right here in the United States. This comes just as former President Donald Trump warned that a massive tariff — potentially 100% — could soon be placed on chips and semiconductors imported into the U.S. Trump made it clear that companies committing to building in the U.S., like Apple, would be exempt from those new charges.
Now, if this feels like déjà vu, it kind of is. Earlier this year, Apple already committed to a whopping $500 billion U.S. investment, and now they’re stacking another $100 billion on top of that. The move is part of Apple’s newly launched “American Manufacturing Program,” which aims to move more of its chip and component production to U.S. soil. This isn’t about fully assembling iPhones in the U.S. — not yet, anyway — but it’s a big step toward making key parts like glass, chips, and Face ID modules domestically.
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Tim Cook, Apple’s CEO, was alongside Trump in the Oval Office during the announcement. He acknowledged that fully made-in-America iPhones are still a long way off, but emphasized how much of the iPhone’s core technology — semiconductors, cover glass, lasers — will now be American-made. Trump seemed pretty satisfied with that progress for now, even holding up a piece of glass from the Kentucky Corning plant that will be used in every iPhone and Apple Watch.
The $100 billion investment includes partnerships with companies like Corning, Broadcom, Texas Instruments, and even Samsung — yes, Samsung — to build out Apple’s U.S.-based silicon supply chain. Apple expects to produce more than 19 billion chips in the U.S. across 24 factories in 12 states in 2025 alone. That’s massive.
And Trump? He’s doubling down on the tariff play, saying these chip tariffs could hit 100% for any company importing from abroad — unless they’re committed to U.S. production. It’s clearly a pressure campaign to force more tech manufacturing back home.
It’s a pretty strategic dance between Apple and Trump. Apple’s trying to protect itself from trade penalties, while Trump gets to tout big wins for American manufacturing. And while critics argue it’ll still be years before we see iPhones truly made in the U.S. due to workforce challenges and higher costs, Apple is laying serious groundwork.
Bottom line? This is one of the biggest tech manufacturing shifts we’ve seen in years, and Apple’s leading the charge — whether by choice or by force.
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