Apple Adds Bosch, Cirrus Logic, TDK, and Qnity to Its American Manufacturing Program With $400 Million Through 2030
Apple expands its U.S. supply chain initiative with four new semiconductor and sensor partners, committing $400 million as part of a broader $600 billion domestic investment push.
Overview
Apple announced on March 26 that it is adding four new partners to its American Manufacturing Program (AMP): Bosch, Cirrus Logic, TDK, and Qnity Electronics. The company plans to spend $400 million with these partners through 2030, according to the Apple Newsroom. The expansion is part of Apple’s broader $600 billion, four-year commitment to U.S. manufacturing and innovation.
What We Know
Each of the four new partners brings a distinct manufacturing capability to Apple’s domestic supply chain:
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TDK will manufacture tunnel magnetoresistance (TMR) sensors for Apple in the United States for the first time. These sensors support iPhone features such as camera stabilization and will be used in devices shipped globally, as detailed in the Apple press release.
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Bosch is working with Apple and TSMC to produce integrated circuits for Bosch’s sensing hardware at TSMC’s facility in Camas, Washington. These circuits enable features like Crash Detection, Activity tracking, and elevation measurements in Apple products, according to 9to5Mac.
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Cirrus Logic is collaborating with GlobalFoundries to establish new semiconductor process technologies at GlobalFoundries’ Malta, New York facility. The partnership focuses on mixed-signal solutions for Face ID systems and other Apple applications, as reported by 9to5Mac.
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Qnity Electronics is partnering with HD MicroSystems to provide materials and technologies for semiconductor manufacturing and advanced electronics, with a focus on high-performance computing and AI applications, according to the Apple Newsroom.
CEO Tim Cook said the company is “proud to partner with even more companies to produce critical components,” calling it a demonstration of “what is possible when we invest in American ingenuity,” as quoted in the Apple press release.
Broader AMP Progress
The new partners join an existing roster that includes Amkor, Applied Materials, Broadcom, Coherent, Corning, GlobalFoundries, GlobalWafers America, MP Materials, Samsung, and Texas Instruments, as listed in the Apple Newsroom.
Since the program launched, Apple has sourced more than 20 billion U.S.-made chips from 24 factories across 12 states, according to 9to5Mac. In 2026, the company is on track to purchase well over 100 million advanced chips from TSMC’s Arizona fab, a significant increase from 2025.
Amkor has broken ground on a $7 billion semiconductor packaging facility in Peoria, Arizona, where Apple will be its first and largest customer. GlobalWafers has begun production at a new $4 billion silicon wafer plant in Sherman, Texas, as noted by 9to5Mac.
Apple also confirmed that it will begin producing the Mac mini at its Houston factory later this year, marking the first time the product will be built in the United States, alongside existing Mac Pro manufacturing, according to the Apple Newsroom.
What We Don’t Know
Apple has not disclosed the individual spending breakdown among the four new partners or what share of the $400 million each will receive. The company also has not detailed what percentage of its total component sourcing now takes place domestically, making it difficult to assess how much of its global supply chain has actually shifted to the United States.
The political context of the announcement, arriving amid ongoing trade tensions and tariff negotiations, raises questions about whether these investments represent organic supply chain diversification or a strategic response to policy pressure. Apple has not commented on any connection between the expansion and current trade policy.