TDK to build Apple sensors in US
TDK will begin U.S. production of advanced sensors for Apple products, expanding a decades‑long partnership and bolstering Apple’s Made‑in‑America push. The move aims to shorten supply lines for critical sensing hardware and increase local component output for upcoming devices. (semiconductorforu.com)
Apple announced on March 26, 2026 that it is adding TDK, Bosch, Cirrus Logic and Qnity Electronics to its American Manufacturing Program and will allocate $400 million to those new partner programs through 2030 as part of a broader $600 billion, four‑year U.S. investment commitment. (apple.com) TDK, which Apple says has supplied the company for more than 30 years, will for the first time produce tunnel magnetoresistance (TMR) sensors on U.S. soil. (apple.com) Apple and coverage of the announcement identify TMR sensors as the magnetoresistive technology that backs iPhone camera stabilization and related optical subsystems. (9to5mac.com) The AMP expansion links Bosch, Apple and TSMC’s Camas, Washington fab to produce integrated circuits for sensing features such as Crash Detection, activity tracking and elevation — ICs that will interface with magnetoresistive sensor hardware. (apple.com) Apple said TDK’s U.S. facility will supply TMR sensors for devices shipped globally and will increase the proportion of chips Apple sources from U.S. silicon supply chains. (apple.com) The announcement also names Cirrus Logic and GlobalFoundries as partners to establish new semiconductor process capacity (including work at GlobalFoundries’ Malta, New York site), framing TDK’s U.S. sensor output within a wider domestic supply‑chain buildout. (money.usnews.com)
