• Apple announces $100 billion investment to bolster U.S. manufacturing.
• Total U.S. investment rises to $600 billion over the next four years.
• Trump claims the deal will help sidestep impending tariffs on iPhones.
• Analysts suggest challenges remain in fully domestic production.
• Apple's strategic shift aims to enhance its supply chain in the U.S.

President Donald Trump announced that Apple will invest an additional $100 billion in the United States, bringing its total commitment to $600 billion over the next four years. This investment aims to enhance Apple's supply chain and domestic manufacturing capabilities, responding to ongoing tariff pressures from the U.S. government, as highlighted in statements from White House officials and economic advisers. "Today’s announcement with Apple is another win for our manufacturing industry that will simultaneously help reshore the production of critical components to protect America’s economic and national security," said White House spokesperson Taylor Rogers, as reported by The Hill, CBS News, and BBC.

The announcement follows Apple's previous commitment made in February to invest $500 billion and create approximately 20,000 jobs across the U.S. over the next four years. During the announcement, Trump emphasized the significance of this investment in ensuring that iPhones sold in the U.S. are made domestically, although he acknowledged that not all assembly would occur on U.S. soil immediately. "This is a significant step toward the ultimate goal of ensuring that iPhones sold in America also are made in America," Trump stated, as reported by India Times and Reuters.

Chief Executive Tim Cook mentioned that while many components such as semiconductors and glass are currently produced in the U.S., "the final assembly will remain overseas for a while." The company has faced criticism from the Trump administration for moving production to India to evade tariffs. Analysts estimate that manufacturing iPhones entirely in the U.S. remains impractical due to high labor costs and the complexities of the global supply chain. This sentiment was echoed by experts from Al Jazeera and Los Angeles Times.

Despite the challenges, Apple's investment news has positively influenced its stock prices, rising around 5% following the announcement. Analysts suggest that this investment aligns with both corporate trends and the administration's incentivization of domestic production. Shares of significant partners like Corning and Applied Materials also saw increases, indicating broader market confidence in the company’s U.S. manufacturing strategy. "The announcement is a savvy solution to the president’s demand that Apple manufacture all iPhones in the U.S.," noted Nancy Tengler, CEO of Laffer Tengler Investments, according to Business Insider and Bangkok Post.