Apple joins TI in $60B US chip expansion — detailed post

Apple joins Texas Instruments in $60B U.S. chip expansion

Apple will produce some iPhone chips in the United States as part of a $60 billion chip-factory expansion led by Texas Instruments (TI). The plan calls for seven new chip fabs: five in Texas and two in Utah. Four fabs will be at Sherman, Texas, where TI aims to start the first production line by the end of 2025.

Key facts

  • Project size: $60 billion for seven new fabs (TI-led).
  • Locations: Five fabs in Texas (including four in Sherman) and two in Utah (including Lehi/nearby sites).
  • Timeline: TI targets the first production line at Sherman by end of 2025; broader buildout continues across 2025–2027.
  • Partners: Apple (iPhone chips), Texas Instruments, Applied Materials, GlobalWafers America and other U.S. suppliers.
  • Strategic goals: Increase supply-chain resilience, reduce geopolitical risk, and expand domestic semiconductor manufacturing as part of Apple’s larger U.S. manufacturing investment program.

Why it matters

This move is part of a broader push by Apple to strengthen domestic production and reduce reliance on overseas supply chains. Producing iPhone chips in the U.S. helps diversify manufacturing, leverages American-made equipment and wafers, and aligns with incentives under the CHIPS Act.

Quotes & context

Apple executives have framed this and related steps as part of a multi-year U.S. investment strategy to bolster manufacturing and innovation. TI has publicly stated its plans to expand capacity and bring the first Sherman production online by the end of 2025. Industry partners such as Applied Materials are supplying equipment and GlobalWafers America is supplying substrates to support local production.

Sources

For follow-ups or updates, contact the editorial team.

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