Apple U.S. Manufacturing Investment Adds Partners
Apple U.S. manufacturing investment expands AMP partners, adding Bosch, Cirrus Logic, TDK and Qnity to boost U.S. component production. Investors will watch.
KEY TAKEAWAYS
- Apple had announced a $400 million investment through 2030 to expand U.S. production and added four AMP partners.
- Bosch, Cirrus Logic, TDK and Qnity will localize sensors, Face ID ICs and TMR sensors.
- The move builds on AMP and Apple's broader $600 billion U.S. manufacturing commitment.
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Apple U.S. manufacturing investment will total $400 million through 2030, the company said in a press release on March 26, 2026. The expansion adds Bosch, Cirrus Logic, TDK, and Qnity Electronics to the American Manufacturing Program to boost U.S. production of sensors, integrated circuits, and advanced materials.
Partners and Component Roles
Apple said Bosch will produce integrated circuits (ICs) for sensing hardware with TSMC at a Camas, Washington, facility, supporting Crash Detection, activity tracking, and elevation features. Cirrus Logic will supply mixed-signal ICs for Face ID in partnership with GlobalFoundries at Malta, New York. TDK will begin the first U.S. production of tunnel magnetoresistance (TMR) sensors used for iPhone camera stabilization, marking the onshoring of these components. Qnity Electronics will provide materials for semiconductor manufacturing and artificial intelligence applications in collaboration with HD MicroSystems.
By directing production of sensor chips, Face ID ICs, and stabilization sensors to U.S. plants, Apple is moving key steps of its supply chain onto domestic soil, potentially shortening critical links and reducing reliance on distant suppliers. Apple CEO Tim Cook said, “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.”
Investment and Program Context
The $400 million investment through 2030 builds on the American Manufacturing Program’s role in Apple’s broader $600 billion, four-year U.S. manufacturing commitment. Initial AMP partners include Amkor, Applied Materials, Broadcom, Coherent, Corning, GlobalFoundries, GlobalWafers America, MP Materials, Samsung, and Texas Instruments.
Apple also highlighted workforce development alongside manufacturing expansion. The Apple Manufacturing Academy in Detroit trained nearly 150 businesses in artificial intelligence and automation, complementing efforts to strengthen domestic manufacturing capacity. The company said these programs aim to broaden onshore production in sensors, specialized ICs, and advanced materials—areas central to device features and supply-chain resilience.
