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electronics.economictimes.indiatimes.com
Apple has committed up to $100 million over three years to purchase titanium from Pennsylvania-based Perryman Company. The titanium, made with at least 80% recycled content, will be used in products like the iPhone Duo, Apple's first foldable phone. Apple has also expanded its partnership with Qnity Electronics for iPhone 18 Pro components. Meanwhile, TSMC's Arizona plant will produce over 100 million chips for Apple in 2026, and Corning's Kentucky facility will supply all cover glass for iPhones and Apple Watches globally by the end of the year.
These efforts are part of Apple's $600 billion, four-year U.S. manufacturing commitment, which includes its Advanced Manufacturing Center in Texas. By sourcing nearly 100 components for flagship devices domestically, Apple is aiming to reduce supply chain risks and align with U.S. policy priorities.
Investment implication: Apple's domestic sourcing strategy could reduce exposure to geopolitical disruptions and bolster its sustainability image, potentially increasing investor confidence. For you, this shift may signal higher production costs but also a more resilient supply chain, which could impact Apple's long-term margins.