Apple announced on Thursday that its factory in Houston, Texas, has begun shipping advanced servers for artificial intelligence applications. The servers are a core part of Apple's $600 billion commitment to U.S. advanced manufacturing, suppliers and other areas. The launch of server production capacity coincides with the U.S. government’s policy cycle of promoting the reshoring of manufacturing industries, and may echo the policy direction of U.S. President Trump’s long-standing call for technology companies to expand local production.

It is reported that the servers in the Houston factory will be equipped with special chips independently developed by Apple to provide computing power support for Apple Intelligence and private cloud computing services. Apple Chief Operating Officer Sabih Khan emphasized in the statement that the project team achieved early production by accelerating factory construction and plans to continue expansion next year to increase production. The production base is expected to create thousands of jobs and mark an important transition for Apple's server product line from overseas production to domestic manufacturing in the United States.

Looking back at the project timeline, Apple first disclosed its U.S. server assembly plan in February 2025. In August, CEO Tim Cook met with Trump and announced additional U.S. spending, especially for semiconductor companies through a project called the "U.S. Manufacturing Plan." Cook gave Trump a gift featuring the American-made Corning glass used in iPhones and Apple Watches. In July, Apple also jointly established a manufacturing college with Michigan State University to build an industry-university-research collaborative network.

Although Trump has repeatedly publicly praised Apple's investment commitment in the United States, he has also urged the complete transfer of iPhone production lines to the United States from time to time. Industry experts point out that such a transfer involves multiple challenges such as supply chain restructuring and cost optimization, and is expected to take several years to achieve. At the level of tariff policy, the Trump administration once implemented tariff adjustments on Apple's supply chain and then canceled them, highlighting the complexity of policy formulation. Apple currently imports computers and mobile phones from China, India and Vietnam.

Cook said in September that Apple is supporting U.S. manufacturing by working with U.S. semiconductor suppliers, and its investment and expertise are pushing chips to be completely manufactured and packaged in the United States.

"You can create huge added value through globalization and stitching together the end-to-end semiconductor supply chain," Cook said. "I can't stress how important this is and how much gain it will bring to us."