Apple has added four new major partners to its United States supply chain as it continues to bolster its domestic manufacturing programs.
The company will work with Bosch, Cirrus Logic, TDK, and Qnity Electronics to expand manufacturing in the U.S., it said. It plans to spend US$400 million on these new programs through 2030.
“At Apple, we believe in the power of American innovation and manufacturing, and we’re proud to partner with even more companies to produce critical components and cutting-edge materials for our products right here in the U.S.,” said Apple CEO Tim Cook.
“Today, we’re joining with world-class partners like Bosch, Cirrus Logic, TDK, and Qnity Electronics to further expand Apple’s U.S. supply chain through our American Manufacturing Program. This is another powerful example of what is possible when we invest in American ingenuity, and we’re excited to build the future together.”
TDK, a longtime Apple supplier, will manufacture sensors for Apple in the U.S. for the first time. Bosch will collaborate with Taiwan Semiconductor Manufacturing Co. to produce integrated circuits at TSMC’s Washington state plant.
Cirrus Logic will establish new semiconductor process technologies alongside GlobalFoundries, Apple said, and Qnity Electronics will provide materials and technologies for semiconductor manfuacturing.
Apple’s American Manufacturing Program, an effort to increase its production in the U.S., was launched in 2025. At the time, Apple raised its U.S. investment target to $600 billion over the next four years.
The program began while the U.S. blanket tariffs were in effect, with Apple absorbing a $3.3 billion hit from these duties. The Supreme Court ruled most of the U.S.’ tariff policies were unlawful in February.
Shares in Apple (NASDAQ: AAPL) closed 0.1% higher at $252.89, and rose a further 0.4% after-hours. Its market capitalisation is $3.72 trillion.
