Apple to Buy Over 100 Million Chips from TSMC's Arizona Facility

The increased chip orders are part of Apple's push to expand US production and reduce reliance on overseas suppliers.

Published on Feb. 24, 2026

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Apple has announced plans to purchase 'well over 100 million' chips from TSMC's new semiconductor facility in Arizona this year, a significant increase from 2025. The move is part of Apple's broader effort to expand its production capacity in the US and reduce its reliance on overseas suppliers. The increased chip orders are expected to help fund TSMC's multibillion-dollar expansion of its Arizona plant.

Why it matters

Apple's decision to ramp up chip orders from TSMC's Arizona facility underscores the tech giant's push to shift more of its supply chain to the United States. This aligns with broader trends of companies seeking to reduce their dependence on overseas manufacturing and mitigate potential trade and geopolitical risks.

The details

According to Apple's global head of procurement, David Tom, the company is 'buying as much of the output of this fab as we can.' The increased chip orders are part of Apple's broader $600 billion investment to expand its US operations over the next four years. This includes expanding AI server production and moving future Mac Mini production to Houston, Texas.

  • In 2025, Apple purchased chips from TSMC's Arizona facility.
  • In 2026, Apple plans to purchase 'well over 100 million' chips from TSMC's Arizona facility, a significant increase from 2025.

The players

Apple

A multinational technology company that designs, develops, and sells consumer electronics, computer software, and online services.

TSMC

Taiwan Semiconductor Manufacturing Company, the world's largest contract chipmaker and a major supplier of chips to Apple.

David Tom

Apple's global head of procurement.

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What they’re saying

“We're buying as much of the output of this fab as we can.”

— David Tom, Apple's global head of procurement (The Wall Street Journal)

What’s next

Apple's increased chip orders are expected to help fund TSMC's ongoing expansion of its Arizona semiconductor facility, which is a key part of the tech giant's strategy to reduce its reliance on overseas suppliers.

The takeaway

Apple's decision to significantly ramp up chip orders from TSMC's Arizona facility underscores the company's commitment to expanding its US-based production capacity and reducing its dependence on overseas suppliers, a trend that is likely to continue as more tech companies seek to mitigate geopolitical and trade risks.