Trump’s Trade Strategy Drives Apple To Shift Manufacturing Back To US

Apple has unveiled a sweeping $500 billion investment plan aimed at strengthening its U.S. presence, a move that highlights the influence of President Donald Trump’s economic policies in reshaping corporate priorities. The investment will fund a Texas factory for AI servers, create thousands of research jobs, and expand domestic semiconductor production.

The announcement follows Apple CEO Tim Cook’s meeting with Trump, as the company faces new trade restrictions on China-based manufacturing. Apple’s reliance on overseas assembly lines now carries added costs due to a 10% tariff, leading the company to accelerate its U.S. expansion.

The Houston-based factory, set to open in 2026, will be built in collaboration with Foxconn and will assemble AI servers that power Apple Intelligence, the company’s suite of artificial intelligence tools. Until now, these components were produced outside the U.S., but Apple’s move signals a growing effort to localize critical manufacturing.

Apple is also doubling its Advanced Manufacturing Fund to $10 billion, furthering its commitment to domestic technology production. A significant portion of this funding will support chip manufacturing at Taiwan Semiconductor Manufacturing Co.’s Arizona plant, which was initially drawn to the U.S. during Trump’s first term.

Beyond manufacturing, Apple’s investment will create 20,000 research jobs, focusing on AI, software development, and custom silicon engineering. The company is also launching a manufacturing academy in Michigan to train small and mid-sized businesses in advanced production techniques.

As more companies seek alternatives to high-tax states like California, Texas continues to emerge as a hub for corporate expansion. Apple’s latest commitment aligns with Trump’s long-standing push for domestic economic growth and reduced reliance on China.