19 Billion U.S.-Made Chips in 2025
In a major shift for its chip sourcing, Apple says it will source more than 19 billion chips from U.S. factories in 2025. This includes output from TSMC’s Arizona facility, a key part of Apple’s future supply strategy. This move is central to reducing Apple’s reliance on overseas fabs.
The chip push aligns with broader U.S. efforts to restore semiconductor leadership, while offering Apple insulation from global supply chain shocks.
Rare-Earth Magnets Will Be U.S.-Made
Apple also announced it will only buy rare-earth magnets produced within the United States. These magnets are key components in iPhone speakers, Taptic Engines, and Apple Watch parts.
To make that happen, Apple is investing $500 million in a multi-year agreement with MP Materials—America’s only fully integrated rare-earth supplier. The company will build a new magnetics factory in Fort Worth, Texas, with additional recycling facilities in Mountain Pass, California. Full-scale production is expected by 2027.
MP Materials CEO James Litinsky called the Apple deal a “watershed moment for U.S. industrial strategy and clean tech.”
Every iPhone and Apple Watch to Feature Kentucky-Made Glass
Apple isn’t stopping at internal components. Starting with upcoming models, all new iPhones and Apple Watches globally will feature cover glass made at Corning’s Kentucky facility.
As Apple confirmed, this expands a long-standing partnership with Corning, which has supplied Apple with durable glass for over a decade. The Kentucky plant will now supply glass for every unit worldwide—marking a massive leap for domestic manufacturing visibility in Apple’s flagship devices.
$100 Billion Added to Apple’s U.S. Investment
These changes are part of Apple’s decision to increase its total U.S. investment by another $100 billion, raising its 2021–2026 commitment to $600 billion.
The announcement came during a visit by President Donald Trump to Apple’s operations, where he praised the move as a “win for American workers and security.”
Why It Matters
- Jobs and Local Growth: Apple’s U.S.-based suppliers already support over 2.6 million jobs, and these expansions could create thousands more.
- Resilience: By reducing its dependency on global suppliers, Apple is future-proofing against trade risks, political tensions, and disruptions.
- Sustainability: Local sourcing also enables better control over carbon emissions and recycling processes.
This strategy sets Apple apart from many tech giants still heavily reliant on Asia-based production. It also signals a trend toward localized, secure, and transparent supply chains as geopolitical dynamics continue to shift.
