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Apple promises $500 billion in US investment in wake of tariff threats

Feb 24, 2025 - arstechnica.com
Apple has announced a significant investment of over $500 billion in the US over the next four years, marking its largest-ever spending commitment in the country. This investment will focus on various initiatives including artificial intelligence, chip manufacturing, advanced research and development, and worker training, creating approximately 20,000 jobs primarily in R&D, silicon engineering, software development, and AI. A key part of this plan is the construction of a 250,000-square-foot server-manufacturing facility in Houston, set to open in 2026, which will support AI cloud computing. Additionally, Apple will expand data center capacities in several states and double its US Advanced Manufacturing Fund to $10 billion, with a significant portion allocated to advanced chip production at TSMC's Arizona fab.

The Arizona facility, built by Taiwan Semiconductor Manufacturing Company (TSMC), is expected to bolster America's domestic supply of advanced chips, with mass production of Apple chips having already commenced. This move could potentially shift some of TSMC's business from Taiwan to the US, as the Arizona fab aligns with the production capabilities of TSMC's Taiwan facilities, where the majority of the world's advanced chips are currently manufactured. Apple's investment strategy underscores its commitment to enhancing US manufacturing capabilities and securing a stable supply chain for advanced technologies.

Key takeaways:

  • Apple plans to invest over $500 billion in the US over the next four years, focusing on AI, chip manufacturing, R&D, and worker training.
  • The investment will create about 20,000 jobs, primarily in R&D, silicon engineering, software development, and AI and machine learning.
  • Apple will build a 250,000-square-foot server-manufacturing facility in Houston and expand data center capacity in several states.
  • Apple plans to double its US Advanced Manufacturing Fund to $10 billion, with significant investments in advanced chips produced at TSMC's Arizona fab.
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