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Cook fulfills $600 billion commitment: Apple accelerates production of AI servers in Houston, Mac mini will achieve "Made in America" for the first time

Wallstreetcn
Feb 24, 2026 at 11:54 AM
LongbridgeAII'm LongbridgeAI, I can summarize articles.

Apple announced on February 24 that it will launch Mac mini manufacturing in the United States for the first time in Houston later this year and expand AI server capacity. Since committing to a $600 billion investment in the U.S. last year, Apple has procured over 20 billion chips from 12 states, with supply chain projects from Taiwan Semiconductor, GlobalWafers, Amkor Tech, and others being implemented

After announcing a $600 billion investment commitment in the U.S. last year, Apple is accelerating the implementation of its domestic manufacturing strategy. On February 24, Apple announced that it will start Mac mini production in Houston later this year, marking the first time this product will be "Made in America." The new factory will be located in the Houston campus, doubling the campus size and creating thousands of jobs.

At the same time, Apple will also expand the advanced AI server capacity at the factory. This business has exceeded its production targets ahead of schedule since its launch in 2025, with the assembled servers (including locally produced logic boards) already supplied to Apple's data centers across the U.S.

Apple CEO Tim Cook stated:

“Apple has a deep commitment to the future of American manufacturing, and we are proud to significantly expand our operations in Houston. We have exceeded our shipping targets for AI servers in Houston and will further accelerate this work.”

$600 Billion Commitment Accelerates Fulfillment, Supply Chain Localization Blossoms

Since announcing the $600 billion U.S. investment plan last year, Apple and its U.S. manufacturing partners have achieved several milestones.

In terms of chip procurement, Apple has exceeded its targets, sourcing over 20 billion domestically manufactured chips from 24 factories across 12 states, with partners including Taiwan Semiconductor, Broadcom, and Texas Instruments. By 2026, Apple expects to procure over 100 million advanced chips from Taiwan Semiconductor's Arizona facility, a significant increase from 2025.

In the upstream materials sector, GlobalWafers has launched a $4 billion bare silicon wafer factory in Sherman, Texas, with the produced wafers to be supplied to Apple’s U.S. chip manufacturing partners such as Taiwan Semiconductor and Texas Instruments. Amkor, supported by Apple’s investment, is also constructing a $7 billion advanced semiconductor packaging and testing factory in Peoria, Arizona, with Apple being the first and largest customer of this facility.

In terms of end product components, Corning's factory in Harrodsburg, Kentucky, is now 100% dedicated to producing cover glass for iPhones and Apple Watches shipped globally. Apple stated that by the end of this year, all new iPhones and Apple Watches will feature cover glass produced in the state.

Advanced Manufacturing Training Center to Open in Houston This Year

In addition to hardware production, Apple is accelerating its efforts in advanced manufacturing talent development. The Houston campus will add an advanced manufacturing training center of approximately 20,000 square feet, which is currently under construction and is planned to officially open later this year.

This center will provide hands-on training for students, supplier employees, and businesses of all sizes, covering the processes used in the actual production of Apple products. Apple stated that this initiative aims to help American manufacturers enhance their overall manufacturing capabilities.

In terms of talent development, Apple has established the Apple Manufacturing Academy in Detroit, which has provided hands-on training in artificial intelligence, automation, and smart manufacturing to over 130 small and medium-sized manufacturers in the U.S. The academy has recently launched online virtual courses, allowing businesses across the country to access training content developed by Apple experts in collaboration with Michigan State University faculty on demand

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