Apple is expanding its partnership with Broadcom in a chipmaking agreement expected to exceed $30 billion, the company's largest American manufacturing commitment to date. The deal will produce more than 15 billion U.S.-made chips and includes a $1.5 billion expansion of Broadcom's Fort Collins, Colorado facility. Apple CEO Tim Cook framed the agreement as part of a broader push to domesticate chip supply chains, a priority for the Trump administration.
The partnership covers wireless connectivity chips used across Apple's product lineup, including iPhones, iPads, and Macs. Production will ramp over several years, with the Colorado expansion supporting hundreds of manufacturing jobs. The deal underscores how AI infrastructure spending is reshaping semiconductor demand well beyond the data center, pulling traditional chipmaking partnerships into the geopolitical spotlight.