Apple to invest $400M in U.S.-based manufacturing partners

Summary

• Apple is expanding its U.S. manufacturing program with a $400 million investment through 2030.
• Four new manufacturing partners are involved: Bosch, Cirrus Logic, TDK, and Unity Electronics.
• The investment focuses on components like chips, sensors, and glass, not finished products.
• Final assembly of iPhones, Macs, AirPods, and Apple Watches remains overseas, primarily in China, India, and Vietnam.
• TDK will manufacture sensors in the U.S. for the first time, including technology for iPhone camera stabilization.
• Bosch is producing chips for features like activity tracking at a TSMC facility in Washington State.
• Cirrus Logic is working with GlobalFoundries in New York on semiconductors for Face ID.
• This builds on a strategy CEO Tim Cook initiated during Trump's first term.
• It is part of a revised $600 billion, four-year pledge to move more upstream supply chain to the U.S.
• Highlights Apple's ongoing diversification of its supply chain away from China.