Apple to invest $100B more in US manufacturing amid tariff threats

Apple Inc. will commit to spending another $100 billion on domestic manufacturing, President Donald Trump is set to announce Wednesday at the White House, Bloomberg reported.

The pledge expands the tech giant’s efforts to shift parts of its production to the US and follows months of pressure from the administration to move iPhone manufacturing out of Asia.

Bloomberg reported, citing a White House official, that the initiative includes a new manufacturing program designed to bring more of Apple’s supply chain to the US, with plans to produce additional critical components domestically.

“President Trump’s America First economic agenda has secured trillions of dollars in investments that support American jobs and bolster American businesses,” White House spokesperson Taylor Rogers said in a statement.

“Today’s announcement with Apple is another win for our manufacturing industry that will simultaneously help reshore the production of critical components to protect America’s economic and national security.”

Expanding commitments amid tariff pressures

The move comes after Trump warned earlier this year that he would impose at least a 25% tariff on Apple if it failed to relocate iPhone production to the US.

That warning followed a meeting with Apple CEO Tim Cook at the White House.

Cook has sought exemptions for Apple’s iPhone product line, which is currently assembled primarily in China and India.

Apple had previously pledged to spend $500 billion in the US over the next four years, including investments in a new server manufacturing facility in Houston, a supplier academy in Michigan, and expanded spending with existing domestic suppliers.

The new commitment brings Apple’s total planned US investments to $600 billion, according to the White House.

The announcement comes as Trump prepares to unveil tariffs on all products containing semiconductor chips, potentially as soon as next week.

Separately, country-specific tariffs targeting dozens of trading partners are scheduled to take effect Thursday.

During Trump’s first term, Apple secured tariff carveouts for its products.

Analysts have said that if Cook can negotiate similar exemptions this time, the company could avoid higher costs that might otherwise squeeze profit margins and raise consumer prices — or even gain a competitive edge over foreign rivals such as Samsung Electronics Co.

Part of a broader push for US investment

Apple’s announcement is the latest in a string of corporate investment pledges Trump has unveiled in recent months.

Earlier this year, the president announced a $100 billion investment in artificial intelligence data centers from Oracle Corp., SoftBank Group Corp., and OpenAI Inc., with a goal of raising that total to at least $500 billion.

Oracle and OpenAI later revealed plans to add 4.5 gigawatts of US data center capacity through an expanded partnership.

Trump has also highlighted commitments from Nvidia Corp., which intends to produce as much as half a trillion dollars’ worth of AI infrastructure in the US over the next four years through manufacturing partnerships.

Beyond the tech sector, Trump has incorporated investment agreements into broader trade negotiations.

The US’s deal with the European Union included a pledge from the EU to purchase $750 billion in American energy products and invest $600 billion domestically.

A separate agreement with Japan established a $550 billion fund for US investments.

The Apple investment reinforces the administration’s focus on domestic production and high-value manufacturing as it seeks to align corporate strategy with national economic and security objectives.