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Apple Commits Over $30 Billion to Broadcom for US-Made Chips

Apple committed more than $30 billion to Broadcom for US-made chips — its biggest American Manufacturing Program deal — yielding 15B+ chips and running through 2031.

TL;DR — Apple committed more than $30 billion to Broadcom for US-made chips — the largest deal yet under its American Manufacturing Program — expected to produce over 15 billion American-made chips and extending the partnership through 2031.

Apple just made its biggest bet yet on American chipmaking. On July 8, 2026, it committed more than $30 billion to Broadcom for US-made components.

The deal

Apple committed more than $30 billion to Broadcom in a multiyear agreement — the largest to date under Apple’s American Manufacturing Program — expected to yield more than 15 billion US-made chips, chiefly RF/FBAR filters and wireless connectivity components. Broadcom will invest $1.5 billion to expand and modernize its Fort Collins, Colorado facility, and the partnership now runs through 2031.

Detail
Commitment $30B+ (multiyear)
Output 15B+ US-made chips
Broadcom investment $1.5B (Fort Collins, CO)
Term Through 2031

It sits inside Apple’s broader pledge to invest $600 billion in the US over four years. Apple accounts for roughly 20% of Broadcom’s annual revenue.

What they said

"Apple and Broadcom have a long history together, and this new phase of our partnership further accelerates our commitment to American manufacturing and innovation." — Tim Cook, CEO, Apple

Why it matters

  • Reshoring at scale. A $30B+ commitment materially shifts where Apple’s RF and wireless parts get made.
  • Deeper Broadcom dependence. Even as Apple designs more of its own silicon, this locks in Broadcom through 2031.
  • Political tailwind. It advances Apple’s $600 billion US investment pledge at a moment of intense focus on domestic chipmaking.

FAQ

How much is Apple spending with Broadcom?

More than $30 billion in a multiyear agreement announced July 8, 2026 — the largest deal under Apple’s American Manufacturing Program. It is expected to produce more than 15 billion US-made chips and extends the partnership through 2031.

What chips will Broadcom make for Apple?

Primarily radio-frequency (RF/FBAR) filters and wireless connectivity components, produced in the United States. Broadcom is investing $1.5 billion to expand and modernize its Fort Collins, Colorado facility.

Sources

Image: “Tim Cook (2017)” by Austin Community College, CC BY 2.0, via Wikimedia Commons.

#apple#broadcom#semiconductors#us-manufacturing#tim-cook#reshoring

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