Mirror Review
August 7, 2025
Summary:
- Apple has announced an additional $100 billion commitment to the U.S. economy, bringing its total planned investment to $600 billion over the next four years.
- The investment launches the new American Manufacturing Program (AMP), aimed at expanding Apple’s U.S. supply chain for advanced manufacturing, particularly in silicon chips.
- Over the next four years, Apple plans to create 20,000 new jobs directly, focusing on R&D and engineering, while supporting over 450,000 jobs through its suppliers.
“Which states are getting the biggest slice of Apple’s $600B pie?”
Apple just added another $100B to its existing U.S. investment plan, raising the total to a massive $600B over the next four years.
This deal is backed by Trump’s renewed push for local jobs, and is about reshaping where America makes its chips, AI tools, and future tech.
So, which six states will benefit the most? Let’s break it down!
1. Texas: The All-in-One Powerhouse
Why it’s a winner:
Texas is emerging as the backbone of Apple’s U.S. operations. It is home to Apple’s expanding Austin campus, which already employs over 13,000 people and is a hub for specialized component manufacturing.
- Silicon and Chip Components: Partners like Texas Instruments, GlobalWafers America, and Coherent are expanding facilities in Sherman to produce foundational semiconductors, advanced wafers, and lasers for Face ID.
- AI and Cloud Infrastructure: A new factory in Houston is set to mass-produce advanced servers to power Apple Intelligence starting in 2026.
- Rare Earth Magnets: MP Materials is expanding its Fort Worth facility to produce magnets for Apple devices.
What’s Likely:
Expect a surge in high-tech manufacturing and logistics jobs. Texas is on track to become a complete ecosystem for Apple, from R&D in Austin to the foundational blocks of its most advanced products.
2. Arizona: The Semiconductor Titan
Why it’s a winner:
Arizona has a reputation as America’s semiconductor hotspot. Apple is making huge bets here by designating itself the “first and largest customer” for two cornerstone facilities.
- Advanced Chip Fabs: TSMC is producing tens of millions of advanced chips for Apple in its new Phoenix factory.
- Chip Packaging: Amkor is building a new facility to package and test the chips made at the nearby TSMC fab, a critical final step in the silicon supply chain.
What’s Likely:
Arizona will become the heart of Apple’s U.S. chip production. This will likely trigger a ripple effect, attracting smaller suppliers and specialized engineering talent to the state.
3. Kentucky: The Glass Manufacturing Specialist
Why it’s a winner:
Kentucky is set to become the exclusive source for a key component in Apple’s most popular products. Through an expanded partnership with Corning in Harrodsburg, the state will host the world’s most advanced smartphone glass production line.
The result? Soon, every iPhone and Apple Watch sold globally will feature cover glass made in Kentucky. The companies are also opening a new Apple-Corning Innovation Center in the state to pioneer future materials.
What’s Likely:
High-skilled manufacturing jobs will be secured in Kentucky for the immediate future, therefore positioning the state as a center for advanced materials science.
4. California: The Brains of the Operation
Why it’s a winner:
While heavy manufacturing shifts to other states, California remains Apple’s innovation engine. The company plans to hire 20,000 new employees in the U.S. over the next four years, with a “vast majority” focused on R&D, silicon engineering, software development, and AI. These roles are primarily based in California.
Additionally, a new rare-earth recycling facility will be established in Mountain Pass by
MP Materials, aligning with Apple’s environmental goals.
What’s Likely:
Expect a hiring boom for top-tier engineers and AI specialists. California will continue to command the highest-value part of the tech pipeline: designing the future.
5. New York: The Niche Tech Hub
Why it’s a winner:
New York plays a crucial, specialized role in the new Apple Investment strategy. Apple is partnering with GlobalFoundries at its facility in Malta, New York, to manufacture cutting-edge wireless and power management chips. These components are key to enhancing battery life and connectivity in Apple devices.
What’s Likely:
This partnership will bring new jobs and technology to the GlobalFoundries facility. It’ll rewrite New York’s position in the broader semiconductor ecosystem.
6. Michigan: The Future of Manufacturing Training
Why it’s a winner:
Apple is investing in Michigan’s workforce. The new Apple Manufacturing Academy in Detroit, opening August 19, will offer free courses to businesses on implementing advanced manufacturing and AI.
What’s Likely:
While not a direct factory investment, this initiative positions Michigan as a training ground for the next generation of manufacturing. It’ll help upskill the labor force needed to run the very factories Apple is building elsewhere, potentially for future projects like AR/VR hardware.
What’s Really Driving This Deal?
The Apple Investment announcement aligns with three key trends:
- The AI Hardware Arms Race:
To compete with rivals, Apple needs total control over the hardware that powers its AI services.
Building its own servers in Houston and securing an end-to-end U.S. silicon supply chain are non-negotiable moves to win the AI war.
- US-China Tech Decoupling:
Global supply chains are fragile.
Bringing manufacturing of critical components like chips and rare earth magnets to the U.S. is a strategic hedge against geopolitical instability and trade tensions.
- Political Influence on Tech
The deal gives Trump leverage. For Apple, it buys goodwill and potentially tax incentives.
Why the Apple Investment Matters Now
The impact of this $600B Apple Investment stretches beyond geography. It changes how Big Tech operates in a high-stakes AI and political battleground.
As one former Apple exec told Bloomberg, “They’re hedging the future—politically, logistically, and technologically.”
If this trend continues, the next wave of innovation might not be made in China or even in Silicon Valley, but in Arizona, Texas, and beyond.
