Apple partners with Bosch and others on US manufacturing

Apple announced partnerships with Bosch, Cirrus Logic, TDK and Qnity Electronics to produce components in the US. The deals form part of a $600 billion commitment to US manufacturing through 2030, including $400 million for this initiative. The effort aims to create jobs and expand production across 10 states over four years.

Apple revealed on Thursday new agreements with Bosch, Cirrus Logic, TDK and Qnity Electronics to manufacture sensors, integrated circuits and other materials in the United States. This expansion supports the company's previously announced $600 billion investment in domestic production by 2030, with the latest program involving about $400 million in spending. Apple plans to generate jobs and establish new factory operations in 10 states during the next four years. The move responds to US government policies, including tariffs imposed by the Trump administration on imports and restrictions on certain foreign products deemed security risks. While full assembly of devices like the iPhone remains challenging due to costs and supply chain issues, Apple will assemble Mac Minis in Houston, Texas, later this year. Specific collaborations include TDK producing sensors; Bosch partnering with Apple and TSMC on integrated circuits in Washington state; Cirrus Logic working with Apple and GlobalFoundries on semiconductors in New York; and Qnity teaming with HD MicroSystems on electronic materials. A Bosch spokesperson expressed gratitude for the collaboration with Apple and TSMC, noting production of integrated circuits in Camas, Washington. Cirrus Logic's spokesperson stated the partnership with its largest customer, Apple, will 'continue to drive content expansion in new product areas.' Apple will also host a forum for its Apple Manufacturing Academy in Detroit from April 30 to May 1, offering training to smaller manufacturers.

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Photorealistic image of Apple's new Mac Mini assembly line in a Houston factory, with workers, AI servers, and investment graphics.
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Apple to manufacture Mac Mini in Houston for the first time

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Apple has announced plans to produce its Mac Mini desktop computer in the United States starting later this year, marking the first time for this product. The manufacturing will take place in a facility in Houston, Texas, alongside expanded production of AI servers. This move is part of a broader commitment to invest $600 billion in American manufacturing over four years.

미국이 제조업 본국 회귀를 추진함에 따라, 대만반도체제조회사(TSMC)는 애리조나주 피닉스 북부 사막에 거대한 칩 공장을 건설하는 데 예상치 못한 도전에 직면해 있다. 대만의 단일 허가 절차와 달리, 미국의 복잡한 규제 미로에서는 회사가 처음부터 약 1만 8천 개의 규칙을 만들어야 하며, 비용은 3,500만 달러에 달한다. TSMC 위성치 회장은 이것이 더 이상 단순한 사업 투자만이 아니라 산업 문화를 이식하는 비용이 많이 드는 사회 실험이라고 말했다.

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Samsung Electro-Mechanics has agreed to a major supply deal with Tesla. The agreement involves FC BGA components worth 16.5 billion dollars for AI6 chips. These chips will support Tesla's self-driving systems and Optimus robot projects.

Taiwan Semiconductor Manufacturing Company (TSMC), the world's leading chipmaker, announced record earnings for the fourth quarter. The firm stated that demand for AI chips remains endless, despite concerns over a potential bubble. Customers continue to request more capacity from the company.

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Tesla is redirecting resources away from expanding car model variants in China to bolster investments in artificial intelligence, robotics, and energy systems starting in 2026. Global Vice President Tao Lin announced that the company's capital spending will surpass $20 billion globally, with significant focus on China. This shift positions Tesla as a broader technology firm beyond electric vehicles.

Tesla has announced Terafab, described as the largest chip manufacturing facility ever, in collaboration with SpaceX and xAI. The facility aims to produce 1TW of chips per year to support ambitious projects like solar-powered satellites and millions of Optimus robots. Elon Musk stated it requires thousands of acres and over 10GW of power.

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라스베이거스에서 열린 CES 2026을 앞두고 LG전자, 현대자동차그룹, 삼성전자 등 한국 주요 기술 기업들이 AI 중심의 신제품과 비전을 발표했다. 이들은 AI를 일상생활과 산업에 통합하는 'AI in Action'과 'Physical AI' 같은 전략을 제시하며 로봇, 노트북, 메모리 등 다양한 분야에서 진전을 보였다. 행사는 AI가 화면을 넘어 실생활로 확장되는 미래를 강조했다.

 

 

 

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