Apple's Largest American Manufacturing Commitment
Apple has announced a landmark multi-year partnership with Broadcom valued at more than $30 billion, the largest US manufacturing commitment in the iPhone maker's history. The deal will result in the production of over 15 billion US-made chips and includes a $1.5 billion expansion of Broadcom's facility in Fort Collins, Colorado.
Shares of Broadcom climbed nearly 5% following the announcement.
Deepening a Strategic Partnership
Broadcom has long supplied Apple with connectivity components, but this agreement significantly deepens the relationship around US-made custom silicon. Broadcom will manufacture wireless components that help Apple devices connect to cellular, Wi-Fi, and Bluetooth networks.
A regulatory filing revealed that Broadcom has entered into long-term agreements to develop and supply custom ASIC silicon products for multiple generations of Apple products through 2031. ASICs (application-specific integrated circuits) are increasingly critical for artificial intelligence workloads.
A Win for US Manufacturing
For outgoing Apple CEO Tim Cook, the agreement marks a major milestone in his push to invest in American manufacturing — a key priority for the Trump administration. It is the largest piece of Apple's $600 billion, four-year US investment plan announced in 2025, and the biggest commitment under its American Manufacturing Program (AMP).
"Apple has been working with the Administration and businesses across the US to help create an end-to-end silicon supply chain in America," Apple said in a statement, thanking President Donald Trump for supporting the project.
Broadcom CEO Hock Tan said Apple's commitment will help the chipmaker expand its manufacturing footprint in Fort Collins.
The deal signals a broader trend of technology giants bringing semiconductor manufacturing back to US soil amid global supply chain concerns and government incentives for domestic chip production.
