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Apple to source US-made parts from Japan's TDK under reshoring push - FT. Friday, Mar 27, 2026 2:05 am ET 1min read Apple has expanded its American Manufacturing Program (AMP) by adding four new partners: Bosch, Cirrus Logic, TDK, and Qnity Electronics, with a planned investment of $400 million through 2030 according to TechBuzz. This strategic move marks a significant step in the company's effort to reshore critical component production, particularly as geopolitical tensions and trade policies drive demand for domestic supply chains as reported. A key development involves Japan-based TDK, a long-time collaborator, which will manufacture sensors in the United States for the first time according to Apple's announcement. TDK's U.S. facility will produce tunnel magnetoresistance (TMR) sensors, essential for features like iPhone camera stabilization, thereby increasing the volume of chips sourced from American silicon supply chains as detailed. Additionally, Apple is collaborating with Bosch and TSMC to produce integrated circuits for sensing hardware at TSMC Washington, while Cirrus Logic and GlobalFoundries are establishing new semiconductor process technologies in Malta, New York according to the company. This expansion accelerates Apple's broader $600 billion, four-year commitment to U.S. manufacturing and innovation as announced. By integrating these partners, Apple aims to reduce exposure to global supply chain disruptions and strengthen domestic capabilities in advanced electronics and AI according to TechBuzz. The initiative also includes the Apple Manufacturing Academy, which provides training in automation and AI to support small and medium-sized manufacturers as stated. These actions reflect a transition from political alignment to a concrete production strategy, signaling a long-term bet on American manufacturing resilience according to analysis. Ask Aime: How will Apple's sourcing of US-made parts from Japan's TDK impact US retail investors in the tech sector? Aime insights. Which companies have consistent earnings growth and high profit margins? Between Microsoft and Google, which is better for long-term holding? Could you recommend defensive stocks that perform well in inflationary environments? Could you find stocks with head and shoulders reversal patterns forming?

Apple is injecting another $400 million to boost domestic manufacturing in the U.S. When you purchase through links on its site, Neowin may earn an affiliate commission. Here's how it works. The Cupertino company is bringing new partners on board to expand its American Manufacturing Program (AMP) amid geopolitical supply chain shifts. Over the last few years, Apple has been slowly rewiring its reliance on overseas manufacturing and pushing more and more towards domestic production in the United States. Today, the Cupertino giant has announced a massive commitment of $400 million through 2040 to bring back the production of highly sensitive and critical components to the United States. As part of the American Manufacturing Program (AMP), Apple will be partnering with four new manufacturing giants, Bosch, Cirrus Logic, TDK, and Qnity Electronics, to bring production to the U.S. The reason is simple, Apple wants to insulate its most critical hardware tech from geopolitical friction, trade tariffs, and the unpredictable global supply chains. Although CEO Tim Cook framed the announcement around the "power of American innovation." Under the partnership, TDK will be manufacturing advanced tunnel magnetoresistance (TMR) sensors in the U.S. for the very first time. These sensors power the sophisticated camera stabilization systems on the iPhone. Bosch and TSMC are teaming up to produce integrated circuits (ICs) for Apple's sensing hardware at TSMC's Washington facility. Cirrus Logic will be working to develop advanced ICs that power the FaceID, while Qnity Electronics will provide cutting-edge materials and technologies essential for semiconductor manufacturing. The American Manufacturing Program is actually a much larger $600 billion and four-year commitment to U.S. manufacturing and builds upon the previous multi-billion dollar pledges that Apple made to President Trump last year. The company is still navigating a complex political landscape, balancing "America First" agendas when there's also a looping thread of margin-crushing by import tariffs. Although earlier the scope of domestic manufacturing was limited to the final assembly of Apple's devices, the AMP, however, is focused on the high-margin and deep-tech components that give the iPhone and MacBook their competitive advantages. With that said, Apple isn't killing its overseas operations anytime soon. The company is simultaneously shifting its traditional assembly to countries like India to diversify away from China. The AMP expansion is just a drop in the bucket for the $3.5 trillion company, hoping to buy both political goodwill and long-term operational security.

Apple taps Bosch, TDK for US iPhone parts as domestic spending surges. Stock score locked: want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Apple Inc (NASDAQ:AAPL) announced on Thursday it had expanded its U.S. manufacturing efforts, signaling a deeper push into domestic supply chains and advanced component production. Expands US Manufacturing partnerships. Apple says it's adding Bosch, Cirrus Logic, Inc (NASDAQ:CRUS), TDK Corp (OTC:TTDKF), and Qnity Electronics, Inc (NYSE:Q) to its American Manufacturing Program and plans to spend $400 million on these new programs through 2030. The company framed the expansion as part of a broader $600 billion, four-year commitment to U.S. manufacturing and innovation, with CEO Tim Cook saying Apple is "proud to partner with even more companies to produce critical components and cutting-edge materials" in the U.S. Strengthens domestic supply chain for Key components. On the supply-chain side, Apple says TDK will manufacture sensors for Apple in the U.S. for the first time, including tunnel magnetoresistance (TMR) sensors used for iPhone features like camera stabilization. Apple also says it will work with Bosch and Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM) to produce integrated circuits at TSMC Washington in Camas, Washington, supporting features such as crash detection, activity tracking and elevation across Apple products. Technical analysis. Apple is trading 0.2% below its 20-day SMA and 3.8% below its 100-day SMA, while holding 3.6% above its 200-day SMA - suggesting the long-term uptrend is intact, but the intermediate trend is still under pressure. Over the past 12 months, shares have been up 15.85%, and the stock is closer to the middle of its 52-week range than to the extremes. RSI is at 42.62, which sits in neutral territory but leans toward weaker momentum versus a 50+ reading. MACD is at -3.7992 and below its signal line at -3.3999, keeping bearish pressure in place as the histogram prints -0.3993. The combination of RSI in the 30-50 range and a bearish MACD suggests mixed momentum. * Key Resistance: $280.50 * Key Support: $255.50 Earnings & Analyst outlook. Looking further out, the next major catalyst for the stock arrives with the April 30 (estimated) earnings report. * EPS Estimate: $1.93 (Up from $1.65 year-over-year) * Revenue Estimate: $109.02 billion (Up from $95.36 billion YoY) * Valuation: P/E of 32.0x (Indicates premium valuation relative to peers) Analyst Consensus & Recent Actions: The stock carries a Buy Rating with an average price target of $304.33. Recent analyst moves include: * Morgan Stanley: Overweight (Maintains target to $315 on March 23) * B of A Securities: Buy (Lowers Target to $320 on March 23) * Wedbush: Outperform (Maintains Target to $350 on March 5) Top ETF exposure. * iShares S&P 100 ETF (NYSE:OEF): 9.73% Weight * Fidelity Nasdaq Composite Index ETF (NASDAQ:ONEQ): 9.72% Weight * Fidelity Blue Chip Growth ETF (BATS:FBCG): 9.90% Weight Significance: Because AAPL carries such a heavy weight in these funds, any significant inflows or outflows will likely trigger automatic buying or selling of the stock. Price action. AAPL Stock Price Activity: Apple shares were up 1.51% at $256.44 at the time of publication on Thursday, according to Benzinga Pro data. 47 Congressional Trades Were Filed This Week. Most Investors Won't See Them Until It's Too Late. When markets fall, most retail investors freeze. But lawmakers are still buying and selling, and every trade is public record. Benzinga Edge's Government Trade Tracker surfaces every congressional disclosure the moment it's filed. Over the past 12 months, members of Congress have moved more than $91 million, averaging +16.9% across 440+ active trades. The next disclosure could be the one that matters. Posted In: