CUPERTINO: Apple Inc. (AAPL) said on Feb. 24, 2026 it is on track in 2026 to purchase well over 100 million advanced semiconductors made by Taiwan Semiconductor Manufacturing Co. at the chipmaker’s Arizona facility. Apple described the expected volume as a significant increase from 2025. The company did not disclose the value of the planned purchases or which specific chips and products the supply will support.
Apple also said it has expanded the number of chips it sources domestically, reporting that it exceeded a target and obtained more than 20 billion U.S. made chips from 24 factories across 12 states. Apple listed partners that include TSMC, Broadcom and Texas Instruments, and tied the milestone to a U.S. commitment it announced last year totaling $600 billion.
TSMC’s Arizona manufacturing complex, located in Phoenix, has been a focal point for efforts to add advanced chip output in the United States. TSMC has said its first Arizona fab entered high volume production in the fourth quarter of 2024 using its N4 process technology. Apple said in 2025 that TSMC’s Arizona operation was producing tens of millions of chips for Apple and that Apple was the factory’s first and largest customer.
U.S. production milestones
Alongside the chip purchasing update, Apple said it is expanding factory operations in Houston, bringing production of the Mac mini to the United States for the first time. Apple said the Mac mini will be produced at a new facility on its Houston manufacturing site later this year, and that the addition will double the campus footprint. Apple also said it began producing advanced AI servers in Houston in 2025, and that servers assembled there, including logic boards produced onsite, are used in Apple data centers around the United States.
Apple said it is also investing in workforce training tied to advanced manufacturing in Houston. The company said a 20,000 square foot Advanced Manufacturing Center is scheduled to open later this year and will provide hands on training in advanced manufacturing techniques to students, supplier employees and U.S. businesses. Apple also cited its Apple Manufacturing Academy in Detroit, which it said is supporting more than 130 small and medium sized manufacturers with training in areas that include AI, automation and smart manufacturing, along with expanded virtual programming.
Packaging, materials, and supply chain
Apple highlighted additional supply chain steps linked to chip production and components made in the United States. The company said GlobalWafers has begun production at a new $4 billion bare silicon wafer facility in Sherman, Texas, and that wafers produced there will be used by Apple’s chip manufacturing partners in the United States, including TSMC and Texas Instruments. Apple also said Amkor has broken ground on a $7 billion semiconductor advanced packaging and test facility in Peoria, Arizona, where Apple will be the first and largest customer.
Apple also pointed to domestic materials sourcing for consumer devices, saying Corning’s facility in Harrodsburg, Kentucky is now 100 percent dedicated to cover glass for iPhone and Apple Watch shipped globally. Apple said that by the end of this year, every new iPhone and Apple Watch will have cover glass made in Kentucky. Apple did not provide additional details on chip pricing, the specific models included in the Arizona purchase total, or the timing of individual deliveries within 2026. – By Content Syndication Services.