Apple invests $ 500B in the US manufacturing industry. Is it realistic?

Apple shareholders also voted to end the DEI program.

apologize (NASDAQ: AAPL) stocks received slightly higher scores this week after the iPhone manufacturer announced plans to invest $ 500 billion in US manufacturing this week.

This announcement opposes the background of tariffs imposed on other countries, including China and Mexico.

Apple Cook’s CEO Tim Cook met with US President Donald Trump last week, and Trump discussed Apple’s movement at a press conference a few days before Apple was formulated.

Trump told US governors that Apple plans to build it here because Apple doesn’t want to pay tariffs.

Apple confirmed the news on Monday and promoted the company’s biggest spending promise.

Tim Cook said, “We are optimistic about the future of American innovation and we are proud to be based on the long -term investment of the United States with a promise of $ 500 billion in the future of our country. “We are pleased to expand our support for US manufacturing, from doubling high -tech manufacturing funds to establishing Texas’s high -quality technology. And we will continue to cooperate with people and companies from all over the country to create a special new chapter in the history of American innovation. ”

Houston’s new server facility

Some of the spending will go to Houston to build a new high -end manufacturing facility and produce a server that supports Apple Intelligence, Apple’s AI system.

In the previous year, the server built a 250,000 square foot server manufacturing facility outside the United States. In 2026, this server will supply all to Apple Intelligence and create thousands of work.

Apple will also invest in expanding the capacity of data centers in North Carolina, Iowa, duck, Arizona and Nevada.

Apple also plans to double the US high -end manufacturing fund to $ 10 billion. This includes billions of dollars of promise to produce high -quality silicon in FAB 21 facilities in Tiawan Semiconductor in Arizona. Apple is the largest customer of Taiwan Semiconductor in this facility. Currently, the fund supports projects in 13 states.

Apple will also increase R & D spending, which has doubled in the United States over the past five years.

In addition, technology giants plan to open an Apple manufacturing academy in Detroit. In this facility, Apple Engineers and experts in TOP University will consult with SMEs and small and medium -sized companies about AI and smart manufacturing technology. The Academy will also provide free and online courses.

Apple plans to hire 20,000 workers for four years through these investments, and most focus on R & D, silicon engineering, software development and AI and machine learning.

Is it realistic?

The news did not move much as the stock price increased by only 1%. In fact, some Wall Street analysts were skeptical of their ability to execute their complete promises.

David Vogt, a UBS analyst, said, “I think there are a lot of headlines on the surface, but at this point of history, there is a lack of matter.

Among his concerns, the analyst further was skeptical about the source of funds for annual investments of $ 125 billion.

“It’s unclear where the cash flow is from and where to try remotely,” Vogt said. VOGT called “completely unrealistic” investments of $ 500 billion.

In other news, Apple shareholders voted in a proposal to end the company’s DEI program on Tuesday.