Trump Announces Further $100 Billion Investment From Apple
Apple is adding $100 billion to its U.S. investment plans, raising its total domestic commitment to $600 billion over four years. The announcement follows renewed pressure from President Donald Trump, who has threatened 100% tariffs on semiconductors unless production shifts stateside. While full iPhone assembly in the U.S. remains unlikely, Apple is expanding its domestic supply chain, including smart glass production in Kentucky and semiconductor partnerships in Texas, Arizona, and New York.
During a joint White House appearance, Trump praised Apple’s new investment and declared, “Companies like Apple, they’re coming home.” CEO Tim Cook said the company took Trump’s challenge “very seriously” and highlighted growing U.S. manufacturing of Face ID modules, glass, and chips. Apple’s American Manufacturing Program now includes Corning, Samsung, Texas Instruments, and others, with plans to produce over 19 billion chips in the U.S. this year.
Though some analysts question whether the announcement signals real change or just smart optics, Apple's stock jumped 5% after the news. The expanded investment is expected to reduce tariff exposure, and Cook confirmed that Apple already paid $800 million in border taxes last quarter, and it expects $1.1 billion more. But with most iPhones still made overseas, experts say Apple’s shift remains more symbolic than structural, at least for now.
