Apple to buy $30bn of US-made chips from Broadcom

Apple said it expects to spend more than $30 billion in an expanded partnership with Broadcom, deepening a long-running supplier relationship while pushing more chip production into the United States.

The company said the arrangement will support production of more than 15 billion U.S.-made chips through 2031. Apple described it as the largest deal yet under its American Manufacturing Program.

Broadcom disclosed the revised agreement in an SEC filing earlier this week, and Apple later publicly confirmed the scale of the commitment on Wednesday, July 8, 2026.

Apple’s latest manufacturing push

Apple said the Broadcom deal fits into its broader effort to strengthen domestic manufacturing and innovation. Chief executive Tim Cook said the partnership further accelerates Apple’s commitment to American manufacturing.

Cook also said the Fort Collins, Colorado components supplied by Broadcom are essential to the performance and connectivity customers expect from Apple products.

The company has been steadily expanding its U.S. supplier base, and the Broadcom agreement appears to be one of the biggest pieces of that strategy so far.

Broadcom’s role

Broadcom has long been a key Apple supplier, especially for connectivity-related chips and custom silicon components. The new agreement reinforces that relationship through 2031.

The expanded arrangement is also tied to Broadcom’s manufacturing footprint in Colorado. Reports say the company will expand and modernize its Fort Collins operations, including a $1.5 billion capital investment at the site.

That would add more capacity for U.S.-made components at a time when Apple is emphasizing domestic sourcing for critical parts of its products.

What was disclosed, and when

The sequence of events started with Broadcom’s filing earlier in the week, which disclosed the revised supply deal. Apple then followed with a public statement on Wednesday, giving the arrangement a larger financial frame and linking it directly to its American Manufacturing Program.

According to the research packet, Apple expects the expanded partnership to reach more than $30 billion over five years. The agreement runs through 2031.

The company also said the deal will support more than 15 billion chips made in the United States. That scale makes the Broadcom contract one of Apple’s most important domestic sourcing commitments to date.

Why it matters

The deal shifts more high-value chip production into the U.S. and reinforces Broadcom’s position in Apple’s hardware supply chain. It also points to more investment in manufacturing capacity in Colorado.

For Apple, the agreement supports a broader effort to keep critical components closer to home and to reduce reliance on non-U.S. production for some parts of its devices.

For Broadcom, the commitment gives added visibility to its Fort Collins operations and underscores its long-term role in supplying Apple.

What remains unclear

Neither company has fully detailed the exact chip categories covered by the agreement. It is also unclear how much of the $30 billion represents new spending versus existing commitments.

The timing for the expanded Fort Collins capacity has not been specified.

Further disclosures from Apple or Broadcom could provide a tighter breakdown of the contract terms, the product mix and the pace of the rollout.