库克兑现6000亿美元承诺：苹果加速休斯顿AI服务器生产，Mac mini将首次实现“美国制造”

Core Insights - Apple is accelerating its domestic manufacturing strategy following a $600 billion investment commitment announced last year, with plans to start Mac mini production in Houston later this year, marking the first instance of "Made in America" for this product [1] - The new factory will double the size of the Houston campus and create thousands of jobs, while also expanding the capacity for advanced AI server production, which has already exceeded its shipping targets since its launch in 2025 [1] Group 1: Investment and Manufacturing Expansion - Apple has achieved several milestones since announcing its $600 billion investment plan, including exceeding chip procurement targets by sourcing over 20 billion domestically manufactured chips from 24 factories across 12 states, with partners like TSMC, Broadcom, and Texas Instruments [1] - By 2026, Apple expects to procure over 100 million advanced chips from TSMC's Arizona factory, representing a significant increase from 2025 [1] Group 2: Supply Chain and Component Production - GlobalWafers has initiated a $4 billion bare silicon wafer factory in Sherman, Texas, which will supply wafers to TSMC and Texas Instruments as per Apple's requirements [2] - Under Apple's investment support, Aker is constructing a $7 billion advanced semiconductor packaging and testing facility in Peoria, Arizona, with Apple being the first and largest customer [2] - Corning's factory in Harrodsburg, Kentucky, is now fully dedicated to producing glass covers for iPhones and Apple Watches, with all new models expected to feature glass produced in the state by the end of this year [2] Group 3: Talent Development and Training - Apple is also focusing on advanced manufacturing talent development, with a new 20,000 square foot advanced manufacturing training center set to open in Houston later this year, aimed at providing hands-on training for students, supplier employees, and various U.S. businesses [3] - The Apple Manufacturing Academy in Detroit has provided practical training in AI, automation, and smart manufacturing to over 130 small and medium-sized manufacturers in the U.S., and recently launched online virtual courses developed in collaboration with Michigan State University [3]