Apple doubles down on US manufacturing investments
Apple continues to make huge investments in building out a manufacturing supply chain in the US, pouring another few hundred million dollars of its globally-created revenue into its American Manufacturing Program (AMP).
The company today announced plans to invest another $400 million to help new members of the scheme, Bosch, Cirrus Logic, TDK, and Qnity Electronics to manufacture essential materials and components in the U.S. for Apple products sold around the world.
What Apple said
“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 Tim Cook, Apple’s CEO.
“This is another powerful example of what is possible when we invest in American ingenuity, and we’re excited to build the future together.”
Big investments in key tech manufacturing
AMP is an important component within Apple’s $600 billion, four-year commitment to U.S. manufacturing and innovation. The company says its initial partners (Amkor, Applied Materials, Broadcom, Coherent, Corning, GlobalFoundries, GlobalWafers America, MP Materials, Samsung, and Texas Instruments), are already achieving major milestones to expand advanced manufacturing in America and strengthen Apple’s domestic supply chain.
The company also told us that its decades-long partner, TDK will manufacture sensors for Apple in the U.S. for the very first time. The two companies have collaborated for over 30 years on various technologies, including advanced tunnel magnetoresistance (TMR) sensors that support key iPhone features like camera stabilization.
TDK’s U.S. facility will supply TMR sensors in devices shipped all over the world, and will increase the volume of chips that Apple will source from U.S. silicon supply chains.
What the new partners will do
Apple, Bosch, and TSMC will work together to produce integrated circuits (ICs) for Bosch’s new sensing hardware at TSMC Washington in Camas, Washington. These ICs are essential for features like Crash Detection, Activity tracking, and elevation in Apple products.
Apple is also working with Cirrus Logic and GlobalFoundries to establish new semiconductor process technologies at GlobalFoundries’ facility in New York. This collaboration enables Cirrus Logic to develop mixed-signal solutions for a number of Apple applications, including advanced ICs to power Face ID systems.
Qnity Electronics and HD MicroSystems will provide cutting-edge materials and technologies essential for semiconductor manufacturing and advanced electronics, bolstering the domestic production of critical components and strengthening America’s leadership in advanced technology.
At the Academy
Apple’s commitment to supporting American jobs and manufacturing includes the Apple Manufacturing Academy, which has already supported nearly 150 businesses. The academy’s first Spring Forum (April 30) will focus on how AI is transforming the manufacturing industry, which of course it will.
You can follow me on social media! Join me on BlueSky, LinkedIn, and Mastodon.
