Apple appears intent on expanding its US-based manufacturing footprint not just to remain firmly ensconced on the good side of a notoriously temperamental administration but also to better manage its exposure to geopolitical risks and US import tariffs.
To that end, Apple has just announced a material expansion of its American Manufacturing Plan (AMP) by roping in four additional supply chain partners.
Apple adds Bosch, Cirrus Logic, TDK, and Qnity Electronics to its AMP push
Back in 2025, Apple adopted a 2-pronged strategy to deal with the Trump administration's penchant for imposing import tariffs:
- It moved the primary production of its iPhones to India from China.
- When the Trump administration imposed heightened import tariffs on India as well, Apple won an exemption for its products by pledging to invest $600 billion in the US over the next four years to create:
- A domestic end-to-end silicon supply chain by roping in partners at each stage of the silicon design and production process, including GlobalWafers America, Texas Instruments, Samsung, and Amkor.
- Expansive partnerships with companies like Corning to source domestically produced display glass.
- A new AI server manufacturing facility in Houston.
- Rapid expansion of its datacenter capacity in states such as North Carolina, Iowa, Oregon, Arizona, and Nevada.
Concurrently, Apple is also investing resources to:
- Create thousands of new jobs and has already opened a "Manufacturing Academy" in Detroit to train workers.
- Bolster its R&D activities, especially in silicon engineering, software development, and AI spheres.
Meanwhile, Apple has absorbed over $3.3 billion in tariff costs since Trump instituted a more protectionist trade policy, with the Cupertino giant opting to eat these costs rather than raise prices of its sprawling ecosystem of devices.
It is hardly a surprise, therefore, that Apple's re-shoring push is gaining steam, with its server manufacturing cadence at its Houston plant now tagging the 10-server-per-hour threshold. Additionally, Apple also now plans to produce its Mac mini devices at its Houston plant. Do note that the device currently entails annual sales volumes of just around 1 million units.
This brings us to the core of today's topic. Apple has now added Bosch, Cirrus Logic, TDK, and Qnity Electronics to its AMP push. Apple has tapped Bosch to produce integrated circuits (ICs) for crash detection and activity tracking sensors at TSMC's facility in Camas, Washington. Cirrus Logic is all set to work with GlobalFoundries at its Malta, New York, fabrication facility to develop advanced chips for Apple's Face ID systems.
Also, TDK will manufacture iPhone camera sensors in the US, while Qnity Electronics will work with HD MicroSystems to supply materials and technologies for semiconductor manufacturing and high-performance computing. For its part, Apple is investing $400 million in these companies to assist them in onshoring production.
These four entities now join Amkor, Applied Materials, Broadcom, Coherent, Corning, GlobalFoundries, GlobalWafers America, MP Materials, Samsung, and Texas Instruments as Apple's AMP partners.
About the author: Writing is my one incontrovertible passion. Over the past six years, he has authored over 2,200 distinct articles on financial and tech-related topics, spanning nearly 1 million words. And he has been a member of Wcctech mobile team since 2025. As an alumnus of the University of Toronto, Rotman Commerce Program, I bring nuance, in-depth knowledge, and a unique perspective to every topic that I cover. When I'm not writing, I'm traveling the world, exploring hidden confectionaries and restaurants as an aspiring food connoisseur.
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