Apple is set to unveil a new $100 billion domestic manufacturing pledge, further boosting its US production footprint in an effort to stave off fresh tariffs. According to a White House official, President Donald Trump will formally announce the commitment on August 6. The move is part of a broader manufacturing program aimed at relocating Apple’s supply chain to the US and producing more 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,” said White House spokesperson Taylor Rogers 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.” Apple has not yet issued a response.
Pressure from Tariffs Drives Domestic Investment
Trump had earlier warned of a 25% tariff on Apple if it didn’t shift iPhone production to the US, shortly after a meeting with CEO Tim Cook. While Apple already manufactures in China and India, Cook has sought tariff exemptions for its flagship products. The latest commitment adds to Apple’s previously announced $500 billion US investment over four years, which includes projects like a server facility in Houston and a supplier academy in Michigan. The new pledge brings its total planned US investment to $600 billion, according to the White House.
US Push for Tech Reshoring Intensifies
The announcement aligns with Trump’s broader trade and economic strategy, which has included upcoming tariffs on all semiconductor chip-containing products and additional country-specific tariffs set to take effect this week. Apple is among several firms working closely with the administration to mitigate the impact of such policies.
In a similar push, Trump recently highlighted a $100 billion AI investment from Oracle, SoftBank, and OpenAI, with plans to grow that total to $500 billion. Nvidia Corp. has also pledged up to $500 billion in AI infrastructure production through US partnerships. Trump has tied foreign policy negotiations to such investments, with deals involving the EU and Japan including hundreds of billions in US-directed spending.
Apple’s new commitment is seen as both a business safeguard and a strategic political gesture as tariff risks rise and global tech competition intensifies.