Apple confirmed on Wednesday (8) a significant chip manufacturing agreement with Broadcom, valued at more than US$30 billion. This pact is a milestone for the production of advanced technological components in the United States.
Under the terms of the recent understanding, Broadcom will be responsible for developing and producing “custom silicon components and cutting-edge wireless connectivity technologies” that will be integrated into Apple’s upcoming products.
The completion of the partnership had already been signaled through documents presented by Broadcom to the United States Securities and Exchange Commission (SEC) on June 6, which indicated a multi-year contract for the creation of customized chips for the technology giant until 2031.
Apple reported that more than 15 billion chips will be produced in the United States, as part of its American Manufacturing Program (AMP). The agreement also provides for an investment of US$1.5 billion aimed at modernizing Broadcom’s production facilities located in Fort Collins, Colorado.
Tim Cook, Apple’s CEO, highlighted in a statement that “Apple and Broadcom have a long history together, and this new stage in our collaboration further intensifies our commitment to manufacturing and innovation in the United States.”
He added, “Cutting-edge components, manufactured in Fort Collins, are crucial to delivering the exceptional performance and connectivity our customers expect, and we are proud to deepen our investments in U.S.-based suppliers who share our commitment to excellence and innovation.”
The AMP initiative was launched by Apple in 2025, with the aim of expanding its manufacturing footprint on American soil, together with its partners. Other companies already part of Apple’s program include Corning, GlobalFoundries and Texas Instruments, a move that highlights the growing strategic importance of ensuring the autonomy and resilience of the semiconductor supply chain for the United States, aligning with national production relocation policies.
This policy of relocating chip production and development to the domestic market was a central pillar of the industrial and technological strategies implemented by the Trump administration. In a scenario of increasing government intervention, the White House acquired a 10% stake in Intel and, according to the Financial Times, OpenAI proposed giving the government a 5% stake in the artificial intelligence company.
Broadcom has benefited considerably from the booming artificial intelligence market, recording a more than 35% increase in the value of its shares, driven by its work developing chips for companies like Google.
For its part, Apple has navigated a series of ups and downs in its positioning in the AI market. Recently, the technology company introduced an updated version of Siri during its WWDC event in June.
Despite fluctuations in the AI segment, sales of the iPhone, the company’s main product, continued to exceed expectations, contributing to a 47% appreciation in its share price over the last year.
