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Apple Expands U.S. Manufacturing Program With $400 Million Investment

Expansion of the American Manufacturing Program

Apple expanded its American Manufacturing Program, adding Bosch, Cirrus Logic, TDK and Qnity Electronics as U.S.-based suppliers. The company committed an additional $400 million through 2030. The expansion focuses on producing key components domestically. The move builds on Apple’s broader effort to localize parts of its supply chain.

Strategic Investment And Domestic Job Creation

The program currently supports more than 450,000 jobs across the United States. Apple plans to add 20,000 roles in the technology and manufacturing sectors over the coming years. CEO Tim Cook said the partnerships reflect continued investment in domestic production. The program is part of a wider $600 billion, four-year commitment to U.S. manufacturing and innovation.

Partnerships Driving Innovation

New partnerships extend Apple’s component production footprint. TDK will manufacture sensors in the U.S. used in devices, including camera stabilization systems. Bosch will produce integrated circuits at TSMC’s facility in Camas, Washington. The components support safety systems and activity tracking features. Cirrus Logic will co-develop mixed-signal semiconductors with GlobalFoundries in Malta, New York. The chips are used in technologies such as Face ID.

Strengthening The U.S. Supply Chain

The expansion builds on existing manufacturing activity across multiple states. Apple said it has sourced more than 20 billion chips from 24 U.S. factories in recent years. Projects include a $7 billion semiconductor packaging facility by Amkor in Arizona and a $4 billion silicon wafer plant by GlobalWafers in Texas. The company also shifted part of Mac mini production to its Houston facility.

Looking Ahead: Resilience And Policy Implications

Expansion comes as companies adjust supply chains in response to policy changes and cost pressures. Apple said it absorbed about $3.3 billion in tariff-related costs in recent years. Pricing strategy remains unchanged. Future costs may depend on shifts in U.S. trade policy and recent court decisions.

Meta’s $18 Billion Settlement Limits State Claims Over Children’s Data

Meta’s $18 billion settlement with attorneys general from 29 U.S. states includes a provision limiting future state claims over the company’s use of children’s data for age-assurance systems.

Under the agreement, Meta must develop, train and begin testing a system to identify users under 13 within a year of the settlement taking effect. The company already uses AI-based age-detection tools, although the agreement does not require the new system to use AI.

States Agree To Limits On Future Claims

The Children’s Online Privacy Protection Act (COPPA) generally restricts the collection and retention of personal data from children under 13. Under the settlement, the 29 state attorneys general agreed not to bring past, present or future claims under COPPA or similar state laws over the specified use of children’s data.

Meta will not be permitted to use information from users under 13 for advertising, marketing or algorithmic optimisation.

Federal Enforcement Remains Unclear

COPPA is primarily enforced by the Federal Trade Commission, which is not a party to the agreement. That leaves open the possibility of separate federal action over how Meta collects or uses children’s data.

Another issue is whether Meta can keep age-assurance data isolated from its other systems. An independent auditor will monitor compliance, but the settlement does not fully specify what data Meta can retain for training, how long it can be stored or whether derived insights can be used elsewhere.

Legal Risks Remain

Joshua Wurtzel, a partner at Schlam Stone & Dolan, said states could still pursue claims if Meta uses the data outside the settlement’s limits. Such cases could depend on how those limits are interpreted.

Peter Jackson, a data and intellectual property attorney at Greenberg Glusker, said the provision could “disincentivize future enforcement actions.”

The agreement gives Meta greater legal certainty around using children’s data for age assurance, but questions remain over federal enforcement, data retention and secondary use.

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