Apple CEO Tim Cook announced during a recent earnings call that the tech giant expects to source more than 19 billion semiconductor chips from U.S. manufacturers across twelve states in 2025, including a notable production run from TSMC's Arizona facility.
The Arizona plant, operated by Taiwan Semiconductor Manufacturing Company (TSMC), will produce tens of millions of advanced chips for Apple this year using 4nm and 5nm manufacturing processes. While this represents just a portion of Apple's total chip requirements, it marks a notable shift toward U.S.-based semiconductor production.
"We expect to source more than 19 billion chips from a dozen states, including tens of millions of advanced chips being made in Arizona this year," Cook stated during the call.
The U.S.-made chips will power various components in Apple devices, including power management systems, display drivers, wireless modules, and other integrated circuits. The company's most advanced processors, however, will continue to be manufactured at TSMC's facilities in Taiwan.
Apple currently works with over 9,000 suppliers across all 50 U.S. states, sourcing various components including specialized glass for iPhones. The company recently announced plans to invest $500 billion in U.S. operations over the next four years, expanding its presence in multiple states including Michigan, Texas, California, and Arizona.
The move toward increased domestic chip sourcing aligns with broader industry efforts to strengthen U.S. semiconductor manufacturing capabilities. Cook acknowledged the administration's focus on domestic semiconductor production, indicating Apple's commitment to supporting this initiative.
This strategic shift comes as Apple faces challenges in the Chinese market and seeks to diversify its supply chain. The company plans to establish a new facility in Texas dedicated to producing AI servers, further expanding its U.S. manufacturing footprint.