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Apple to invest 64 billion yen in US supply chain with TDK producing sensors
Thursday, March 26, 2026 at 08:06 PM
Apple is investing 64 billion yen in its US component supply chain, which includes local sensor manufacturing by TDK. This move is part of Apple's broader strategy to increase domestic procurement and diversify its manufacturing footprint within the United States.
Context
On March 26, 2026, Apple announced it is adding TDK, Bosch, Cirrus Logic, and Qnity Electronics to its American Manufacturing Program (AMP). As part of this expansion, Apple plans to invest $400 million through 2030 across these four partners to bolster domestic production of essential components. Specifically, TDK will manufacture TMR sensors in the U.S. for the first time, increasing the volume of domestic silicon supply for devices shipped globally.
This move is a key component of Apple’s broader $600 billion, four-year commitment to U.S. manufacturing and innovation. By shifting critical supply chains to the United States, Apple aims to reduce geopolitical risks and strengthen domestic technical capabilities in AI, silicon engineering, and advanced sensing hardware. This partnership with TDK marks a significant milestone in onshore sensor production, following previous efforts to source iPhone cover glass and Mac mini components from American facilities.
Sources (8)
Apple adds new partners to its American Manufacturing ...
TDK expands SmartIndustrial™ product family with thermal stable IMU product for tilt and stabilization applications | TDK InvenSense[PDF] TDK United Report 2025TDK's growth strategy comes under scrutinyApple adds Bosch, Cirrus Logic, others to US manufacturing program, to invest $400 million | ReutersApple expands American manufacturing program with four new partnersApple details 4 new ways it's bringing product component manufacturing to the US - 9to5MacTDK Corp. of America: Lincolnshire, IL 60069
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