Apple has unveiled a monumental $100 billion commitment to manufacturing in the United States, aiming to fortify its domestic supply chain through a new American Manufacturing Program (AMP). This bold procurement initiative not only advances Apple’s supply resilience but sets a new benchmark for strategic sourcing, supplier engagement, and local investment.
Building the Backbone of American Manufacturing
Through AMP, Apple is investing in new and existing partnerships with US-based suppliers such as Corning, Texas Instruments, Coherent, GlobalWafers America, Broadcom, and Amkor. These partners cover a critical range of components from wafers and lasers to chip packaging and silicon fabrication creating a comprehensive, end-to-end supply chain rooted in the US.
Notably, Apple is now the first and largest customer of TSMC’s Arizona-based fab, securing one of the most advanced semiconductor production pipelines in America. Complementing this, Corning will expand its Kentucky facilities to produce every iPhone and Apple Watch cover glass domestically, supported by a new Apple-Corning Innovation Center.
Why This Matters to Procurement Professionals
Apple’s AMP serves as a masterclass in strategic procurement transformation. Procurement leaders should take note of three key themes:
1. Supplier Ecosystem Engineering: Apple is not just sourcing products it’s co-building capacity. Investing in supplier infrastructure, like Amkor’s Arizona packaging facility and Corning’s glass expansion, creates shared value and supplier alignment.
2. Nationalisation for Risk Reduction: Bringing supply chains closer to home mitigates geopolitical risks, logistics delays, and component shortages. Apple’s investments enhance resilience while contributing to national economic development.
3. Long-Term Partnerships as Leverage: By locking in long-term agreements with partners such as TI and GlobalFoundries, Apple secures not only supply but innovation influence. Procurement here is shaping the future of hardware ecosystems.
ESG and Workforce Procurement Impacts
Beyond physical components, Apple is also investing in talent. The new Apple Manufacturing Academy in Detroit will upskill small and medium-sized suppliers, integrating AI and advanced manufacturing practices. This expands the definition of procurement to include talent and capability sourcing.
Additionally, Apple’s renewable energy commitments and data centre expansions (like in North Carolina) demonstrate how sustainability goals can be baked into sourcing decisions from the outset.
Closing Insights
Apple’s $100 billion investment is more than a supply chain upgrade—it’s a statement on what modern procurement can achieve. For procurement leaders, the message is clear: investing in local ecosystems, co-developing supply capacity, and securing long-term strategic alliances are no longer optional—they’re essential for future-proofed operations.
About Apple
Apple Inc. is one of the world’s largest technology companies, known for the iPhone, Mac, and other flagship products. It partners with thousands of suppliers across all 50 US states and supports more than 450,000 jobs across its supply and partner network.
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