Apple Boosts U.S. Chip Investment and Expands iPhone Production in India to Diversify Supply Chain

During its latest earnings call, Apple CEO Tim Cook unveiled two major initiatives that reflect a strategic shift in the company’s global operations: a plan to procure more than 19 billion chips from the United States this year and an accelerated expansion of iPhone manufacturing in India. Together, these moves highlight Apple’s ongoing efforts to diversify its supply chain and strengthen regional production capabilities.

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Cook emphasized Apple’s growing reliance on TSMC’s Arizona-based facility, where the 4nm wafer plant has begun producing processors for iPads and Apple Watch devices. Apple is also set to source iPhone display glass from domestic manufacturers, with industry analysts identifying Corning as the likely supplier. These developments align with Apple’s previously announced strategy to invest over $500 billion in the U.S. over the next four years, a commitment that also includes the construction of AI server infrastructure in Texas.

This broad investment effort spans several U.S. states, including Michigan, Texas, and California, and is often carried out in partnership with key technology collaborators. Apple’s integration with American manufacturing not only ensures closer oversight but also reduces exposure to geopolitical and logistical disruptions.

Simultaneously, Apple is making significant headway in shifting iPhone production to India. The country currently accounts for 20% of global iPhone output, and projections suggest that by 2026, a majority of iPhones sold in the U.S. could be manufactured there. This rapid scaling signals Apple’s firm commitment to reducing overdependence on any single region by building a more resilient and geographically balanced production network.

TSMC’s Arizona plant has also attracted attention from other semiconductor giants. NVIDIA has confirmed that its 4nm Blackwell chips will be produced there, while AMD has already initiated production of its fifth-generation EPYC server processors at the site. With TSMC’s second Arizona facility under construction and aiming to begin 3nm production by 2027, the region is fast becoming a hub for next-gen semiconductor manufacturing.

Apple’s twin focus on expanding domestic production and global diversification reflects a new era of tech manufacturing—one where flexibility, regional investment, and strategic partnerships are key pillars for long-term resilience and innovation.