苹果抛出6000亿美元“美国制造计划” 市值一夜增万亿元

Core Viewpoint - Apple announced a significant investment of $100 billion in the U.S., raising its total investment in the country over the next four years to $600 billion, which is seen as a strategic response to global manufacturing changes and policy challenges [2][3] Group 1: Investment Details - Apple plans to invest $600 billion in the U.S. over the next four years, focusing on R&D, semiconductor engineering, AI, software development, and manufacturing facility expansion [3] - The company aims to directly hire 20,000 employees in the U.S., primarily in R&D, silicon engineering, software development, AI, and machine learning [3] - This investment plan marks an increase from previous commitments, including a $350 billion investment announced in 2018 and a $430 billion investment in 2021 [3] Group 2: Supplier Partnerships - Apple's initial partners in the American Manufacturing Program include Corning, Broadcom, Applied Materials, Texas Instruments, and others, covering key areas of its supply chain from raw materials to chip manufacturing [3][4] - The program will support long-term collaboration with Corning to relocate the largest and most advanced smartphone glass production line to Kentucky [4] - Apple is also working with Samsung on new chip manufacturing technology at its Austin facility and investing in advanced chip packaging and testing in Arizona [4] Group 3: Supply Chain Strategy - The American Manufacturing Program is focused on upstream manufacturing, such as chip production and advanced packaging, rather than complete assembly relocation to the U.S. [4] - Apple's global manufacturing strategy is evolving in response to geopolitical challenges and the need for supply chain security and cost efficiency [6] - Despite facing market competition and inventory adjustments in the U.S., Apple remains resilient, with a projected smartphone shipment of 44.8 million units, ranking second globally [6]