Apple (AAPL) Grows Its U.S. Manufacturing Footprint by Adding Four New Partners

Tech giant Apple (AAPL) is expanding its U.S. manufacturing push by adding new partners like Bosch, Cirrus Logic (CRUS), TDK (TTDKY), and Qnity Electronics to its supply chain. The company plans to invest $400 million through 2030 to produce key parts in the U.S. Interestingly, each partner plays a clear role in this strategy. For example, TDK, which has worked with Apple for over 30 years, will start making sensors in the U.S. for the first time, including ones used for iPhone camera stabilization.

Meanwhile, Bosch will produce key sensing chips at Taiwan Semiconductor Manufacturing (TSM)’s facility in Washington, which support features like Crash Detection and activity tracking. In addition, Cirrus Logic is teaming up with GlobalFoundries (GFS) in New York to build advanced chips used in Face ID systems. On top of that, Qnity Electronics and HD MicroSystems will supply materials needed for semiconductor manufacturing, while TSMC’s Arizona plant and GlobalFoundries continue to handle large-scale chip production.

CEO Tim Cook described this as a bet on American innovation, but more importantly, it’s part of Apple’s much larger $600 billion commitment to U.S. manufacturing and technology. In fact, since launching its American Manufacturing Program in 2025, the company has sourced over 20 billion U.S.-made chips from 24 factories across 12 states. Even more, in 2026 alone, Apple expects to buy well over 100 million advanced chips from TSMC’s Arizona facility. Apple is also starting to produce the Mac mini in Houston for the first time.

Is Apple a Buy or Sell Right Now?

Turning to Wall Street, analysts have a Moderate Buy consensus rating on AAPL stock based on 14 Buys, nine Holds, and one Sell assigned in the past three months, as indicated by the graphic below. Furthermore, the average AAPL price target of $304.40 per share implies 19.6% upside potential.