Corporate leaders weigh the future of U.S. industry as 2025 brings a wave of onshore manufacturing investments.
From Apple to TSMC, companies across tech, pharma, and auto sectors are expanding U.S. operations in 2025 amid shifting trade policy and new tariffs.
A wave of U.S. manufacturing investment in 2025
A growing number of major corporations have announced significant U.S. manufacturing investments in early 2025. The surge in announcements follows the start of President Donald Trump’s second term and the implementation of new tariffs on imported goods. While not all companies have explicitly cited tariffs as their reason for expansion, many are increasing their domestic manufacturing footprints across multiple sectors, including technology, pharmaceuticals, and automotive.
Below is a summary of the most notable announcements:
Apple – $500 billion U.S. investment
Apple has committed to spending over $500 billion to expand its manufacturing presence in the U.S. over four years. The investment includes expanding operations in nine states and building a new 250,000-square-foot AI server facility in Houston. The company is also increasing its Advanced Manufacturing Fund and investing in research, development, and workforce training.
TSMC – $165 billion in U.S. chip manufacturing
Taiwan Semiconductor Manufacturing Company (TSMC) announced an additional $100 billion in U.S. investments, bringing its total commitment to $165 billion. The funding will support three new fabrication plants, two packaging facilities, and a major R&D center in Phoenix, Arizona. According to the company, the expansion will generate tens of thousands of high-tech jobs.
Nvidia – First-ever U.S.-based chip and supercomputer manufacturing
Nvidia revealed plans to manufacture AI supercomputers and chips in the U.S. for the first time. The company has commissioned more than 1 million square feet of factory space in Texas and Arizona. The new facilities will support Nvidia’s Blackwell chip production and supercomputer assembly, with partnerships including Foxconn and Wistron.
Johnson & Johnson – $55 billion in domestic pharma facilities
Pharmaceutical company Johnson & Johnson is investing over $55 billion in U.S. manufacturing, research, and technology over four years. The company is currently building a biologics facility in Wilson, North Carolina, which will focus on next-generation cancer and neurological treatments. J&J will also expand capacity at existing U.S. plants.
Eli Lilly – Four new U.S. pharma plants
Eli Lilly announced it will more than double its U.S. manufacturing investment to $50 billion by establishing four new sites. Three of these facilities will focus on active pharmaceutical ingredient (API) manufacturing and small-molecule chemical synthesis, aimed at strengthening domestic pharmaceutical supply chains. Source
GE Aerospace – $1 billion supply chain expansion
GE Aerospace will invest nearly $1 billion in its U.S. manufacturing and supply chain. The investment includes $500 million for facility expansion and $100 million for advanced material production. The company plans to hire approximately 5,000 U.S.-based employees in 2025.
Hyundai – $21 billion investment through 2028
Hyundai Motor Group will invest $21 billion in its U.S. operations between 2025 and 2028. The funds will support efforts to increase annual U.S. production to 1.2 million vehicles, improve parts localization, and develop future technologies including robotics and autonomous driving.
Chobani – $1.2 billion dairy facility in New York
Yogurt manufacturer Chobani plans to build a $1.2 billion factory in Rome, New York. At over 1 million square feet, the facility will be one of the largest dairy plants in the U.S., with a projected capacity of 1 billion pounds of product per year and the creation of 1,000 jobs. This follows a separate $500 million expansion in Idaho.
Cra-Z-Art – 50% U.S. production boost
Toy and school supply maker Cra-Z-Art, based in New Jersey, announced a 50% increase in its U.S. manufacturing capacity. The company cited tariff-related cost concerns as a factor and plans to expand its facilities and workforce to speed up delivery and reduce costs.
Honda – Civic Hybrid production shifts to Indiana
Honda confirmed it will shift all production of its Civic Hybrid Hatchback from Japan to Indiana, responding to new auto part tariffs. Previously, production was split between Japan and the U.S. This change aims to reduce exposure to import duties and simplify supply chains.
Conclusion
These announcements reflect a significant increase in domestic manufacturing commitments across industries. While not all companies have attributed their decisions directly to new tariffs, the policy environment appears to be influencing long-term capital investment strategies. Economists remain divided on the overall impact of tariffs on employment and inflation, but the near-term result is clear: a renewed focus on U.S.-based production.
