Apple's Chipmaker Pledges $100 Billion More for US Plants - MacRumors
Skip to Content
Apple's Chipmaker Pledges $100 Billion More for US Plants
Thursday July 16, 2026 8:48 am PDT by Hartley Charlton<br>Apple chip supplier TSMC has announced a $100 billion increase to its U.S. chip investment, bringing its total commitment to $265 billion.
The increase was confirmed by the White House and the Department of Commerce alongside TSMC's second quarter earnings call. Commerce Secretary Howard Lutnick said the investment would "create tens of thousands of American jobs," while TSMC chairman and CEO C.C. Wei told CNBC the new fabrication plants would support "our leading U.S. customers," a group that reportedly includes Apple, alongside Nvidia and Broadcom.
Apple CEO Tim Cook called Apple "TSMC Arizona's first and largest customer" when the company's third Arizona fab broke ground last year, and the company's first Arizona plant already produced some of Apple's A16 chips.
TSMC has historically reserved its most advanced manufacturing processes for its home plants in Taiwan, meaning Arizona made chips have trailed several generations behind whatever Apple ships at any given time. TSMC has since committed to building its own advanced packaging facilities in the US as part of its broader investment plan, according to a regulatory filing.
The new $100 billion is expected to fund up to four more plants, though the exact shape of the plan remains unsettled. The Department of Commerce says the total will reach 12 U.S. facilities, while an official told Bloomberg the eventual mix could be 10 fabrication plants and two packaging facilities, focused on 2 nanometer chips, TSMC's most advanced process commercially available today.
That timing could hinge partly on how much U.S. capacity Apple itself ends up needing, since the company has been separately exploring Intel and Samsung as backup chipmakers to reduce its reliance on TSMC amid the ongoing global chip crunch. Apple is reported to have secured an exemption from a proposed 100% semiconductor tariff partly by pledging its own U.S. manufacturing investment and agreeing to buy chips from Intel.
Note: Due to the political or social nature of the discussion regarding this topic, the discussion thread is located in our Political News forum. All forum members and site visitors are welcome to read and follow the thread, but posting is limited to forum members with at least 100 posts.
Tag: TSMC
[ 12 comments ]
Get weekly top MacRumors stories in your inbox.<br>Leave this field empty<br>Popular Stories
5 New Waze Features Rolling Out Now: Here Are All the Details<br>Monday July 13, 2026 3:42 am PDT by Tim Hardwick<br>Google today announced that Waze is getting a handful of new features, including some Gemini-powered personalization enhancements for Conversational Reporting. Conversational Reporting already uses Gemini when users report traffic incidents like slowdowns, but now you can use it to suggest map updates like road closures or outdated addresses. Saying something like "The road is closed here"...<br>Read Full Article • 51 comments
Apple's 2026 Back to School Offer Just Went Live in Select Countries<br>Wednesday July 15, 2026 11:48 am PDT by Joe Rossignol<br>Apple's annual Back to School promotion is now live in select countries in Asia, including China, India, Malaysia, the Philippines, Singapore, Taiwan, Thailand, and Vietnam. The offer provides college students and educational staff with a free item with the purchase of an eligible Mac or iPad model. The exact offer varies by country, with options including a pack of four AirTags, AirPods 4,...<br>Read Full Article • 19 comments
Apple's 2026 Back to School Offer is Coming Soon<br>Sunday July 12, 2026 7:29 am PDT by Joe Rossignol<br>Apple's stores will be rolling out Back to School marketing materials this week, according to Bloomberg's Mark Gurman. This suggests that the offer will begin in the U.S. in the next few days. Last year, college students and educational staff could receive a free accessory like AirPods 4 or an Apple Pencil Pro with the purchase of a qualifying Mac or iPad model. The Back to School offer is in...<br>Read Full Article • 16 comments
Top Rated Comments
Alfonson<br>33 minutes ago at 09:23 am
You hope that the US doesn't get this kind of strong investment?
Propagating free market bs for decades and installing a planned economy by force when other countries start catching up. Enjoy the fun while it lasts but the superpower days are over, no one is looking up to the usa anymore<br>Score: 7 Votes (Like | Disagree)
turbineseaplane<br>53 minutes ago at 09:03 am
You hope that the US doesn't get this kind of strong investment?
Where did I say that?<br>Score: 7 Votes (Like | Disagree)
turbineseaplane<br>1 hour ago at 08:50 am
The new $100 billion is expected to fund up to four more plants, though the exact shape of the plan remains unsettled.
Everyone is mostly saying what they need to say and hoping 2028 brings...