Apple expands Broadcom chip deal in $30 billion U.S. manufacturing push

Apple said it will broaden its relationship with Broadcom under a multiyear agreement expected to exceed $30 billion, its largest U.S. manufacturing commitment to date. The companies expect the arrangement to support production of more than 15 billion chips made in the United States, including through a $1.5 billion expansion of Broadcom’s Fort Collins, Colorado, facility.

Apple announced the agreement Wednesday and did not give a timetable for when the added manufacturing capacity would be available. The company said Broadcom will produce wireless components used in Apple devices to connect to cellular, Wi-Fi and Bluetooth networks.

Broadcom has supplied Apple with connectivity parts for years. The latest agreement extends that commercial relationship into a broader domestic custom-silicon program, tying Apple’s product pipeline more closely to U.S.-based chip production.

Custom chips and domestic capacity

In a filing with the Securities and Exchange Commission on Monday, Broadcom said it had entered new long-term agreements with Apple to develop and supply “custom ASIC silicon products” for multiple generations of Apple products through 2031.

An ASIC, or application-specific integrated circuit, is a chip designed for a defined task rather than general-purpose computing. Companies use such chips when they want tighter control over performance, power consumption or product integration. The filing said the products would cover multiple Apple device generations, while Apple’s release described the Fort Collins components as central to device connectivity.

Apple did not specify which products would use the components. Broadcom’s disclosure also did not provide a detailed production schedule or revenue breakdown beyond the long-term supply arrangement.

Part of Apple’s U.S. investment plan

The agreement is the largest commitment so far under Apple’s American Manufacturing Program, according to the company. Apple launched the program to increase domestic production across its supply chain, and CNBC reported that the Broadcom deal is the biggest element of Apple’s $600 billion, four-year U.S. investment plan announced in 2025.

Apple said in its release that it has been working with the Trump administration and U.S. companies to build an end-to-end silicon supply chain in the country, and that the Broadcom agreement advances that effort.

Tim Cook, Apple’s outgoing chief executive, said the Fort Collins components are “essential” to the performance and connectivity expected by Apple customers. He also thanked President Donald Trump and his administration for supporting the project, according to Apple’s announcement.

Broadcom Chief Executive Hock Tan said Apple’s commitment would allow Broadcom to expand its manufacturing presence in Fort Collins. The companies did not disclose additional employment figures or other site-specific operating details.

The announcement comes as domestic semiconductor capacity remains a policy priority in Washington and a strategic supply-chain issue for large technology companies. For Apple, the deal adds a high-value U.S. manufacturing commitment to a supply chain that depends on specialized component makers across several countries.

This story draws on original reporting from CNBC.