Apple announced on Wednesday a new multiyear agreement with Broadcom worth more than $30 billion to design and produce custom silicon components and wireless connectivity technologies in the United States, marking the company's biggest domestic manufacturing commitment to date.
The agreement will result in the production of more than 15 billion US-made chips and includes a $1.5 billion expansion of Broadcom's manufacturing facility in Fort Collins, Colorado. The Colorado plant will produce advanced radio frequency components, including FBAR (film bulk acoustic resonator) filters, along with wireless connectivity technology that helps Apple devices communicate over cellular, Wi-Fi and Bluetooth networks. Apple has been working with Broadcom on developing these components since 2023, though the company has not given a timeline for when the expanded capacity will come online.
Broadcom disclosed the broader contours of the arrangement earlier in the week, in a filing with the US Securities and Exchange Commission confirming a long-term supply deal with Apple running through 2031.
The Broadcom agreement is Apple's largest commitment under its American Manufacturing Program (AMP), launched to expand domestic production across its supply chain. It also forms part of Apple's broader pledge to invest $600 billion in the U.S. over four years across manufacturing, research, development and infrastructure. The new deal deepens Apple's partnership with Broadcom, expanding it from supplying connectivity components to producing custom silicon in the United States.
Apple CEO Tim Cook said the components produced in Fort Collins are critical to the performance and connectivity of Apple devices and thanked the Trump administration for supporting the project. Broadcom CEO Hock Tan said the expanded manufacturing footprint reflects the companies' long-standing partnership and shared commitment to advancing U.S. semiconductor manufacturing.
Broadcom shares rose nearly 5% following the announcement. The deal comes a month after Apple signed a separate $9 billion agreement to source U.S.-made chips from Intel. Together, the agreements highlight Apple's push to strengthen its domestic supply chain, reduce reliance on overseas chipmakers, and support the broader effort to expand semiconductor manufacturing in the United States.
