Apple(US:AAPL) Zhi Tong Cai Jing·2025-10-24 00:05Core Viewpoint - Apple has begun shipping advanced servers for artificial intelligence applications from its Houston, Texas factory, marking a significant step in its $600 billion investment in advanced manufacturing and supply chains in the U.S. [1] Group 1: Manufacturing and Investment - The servers produced in Houston will utilize Apple's proprietary chips to support Apple Intelligence and private cloud computing services [1] - The Houston facility is expected to create thousands of jobs, representing a major shift from overseas production to domestic manufacturing for Apple's server product line [1] - Apple first announced its plan for domestic server assembly in February 2025, with CEO Tim Cook meeting with former President Trump to discuss increased U.S. spending, particularly in the semiconductor sector [1] Group 2: Challenges and Supply Chain - Despite Trump's encouragement for Apple to move its iPhone production entirely to the U.S., experts note that such a transition involves complex challenges related to supply chain restructuring and cost optimization, which may take years to achieve [2] - Apple currently imports computers and phones from China, India, and Vietnam, highlighting the complexities of U.S. trade policies [2] - Cook emphasized the importance of collaborating with U.S. semiconductor suppliers to enhance domestic manufacturing capabilities, stating that this approach can create significant added value [2]