TSMC’s Arizona chip factory has produced more than 100 million chips for Apple in 2026, according to a new update from Apple detailing the expanding U.S. manufacturing footprint behind its latest products.
Apple says TSMC’s Arizona fab is continuing to scale production of advanced chips used across iPhone, iPad and Apple Watch, while construction progresses on the site’s north campus.
The 100 million-chip figure is one of the clearest indications yet of how quickly Apple’s U.S. silicon supply chain is expanding. It also marks a significant increase from the tens of millions of Arizona-made chips Apple previously said were being produced as part of its wider American Manufacturing Program.
When Apple expanded its U.S. investment commitment to $600 billion, the company said its domestic silicon supply chain was becoming an increasingly important part of its long-term manufacturing strategy, with TSMC’s Arizona operations playing a central role.
Apple has not broken down exactly which chips account for the 100 million units produced in Arizona this year, and the figure spans multiple product categories rather than a single iPhone model. The company says the chips are used across iPhone, iPad and Apple Watch.
The latest update arrives alongside Apple’s announcement of new American Manufacturing Program partnerships for iPhone Duo and iPhone 18 Pro. Apple says nearly 100 components across those two iPhone models are now produced by American companies, with suppliers spanning more than a dozen states.
Apple’s manufacturing push goes beyond chip fabrication. Broadcom is expanding radio-frequency component production in Colorado, Corning is producing iPhone and Apple Watch cover glass in Kentucky, and Perryman Company will supply U.S.-made titanium for products including iPhone Duo.
TSMC’s Arizona presence is particularly important because advanced chip manufacturing has historically been concentrated in Asia. Expanding U.S. production gives Apple another source of domestic semiconductor capacity while still operating within a global supply chain.
The company has not said that all Apple-designed chips will move to U.S. production, nor has it suggested that Arizona will replace TSMC’s other manufacturing sites. Instead, the Arizona fabs add capacity and geographic diversity to Apple’s chip supply chain.
Apple says it works with suppliers in all 50 states and supports more than 450,000 American jobs. Its American Manufacturing Program forms part of a $600 billion, four-year commitment to U.S. manufacturing and innovation.