Apple Partners with GlobalFoundries to Advance Semiconductor Technologies and Boost US Manufacturing.

GlobalFoundries and Apple have expanded their partnership, which will accelerate investments at GF's New York facility and strengthen US manufacturing. The partnership aims to advance semiconductor technologies and develop power-efficient, AI-enabling technologies for mobile computing and intelligent devices. The agreement underscores a shared commitment to US innovation and production. GF will invest $16 billion to expand its facilities in New York and Vermont, supported by the administration's policies to prioritize domestic semiconductor manufacturing for national and supply chain security.

Apple Inc. (NASDAQ: AAPL) and GlobalFoundries (GF) have announced a significant expansion of their partnership, which will accelerate investments at GF's New York facility and strengthen U.S. manufacturing. The collaboration aims to advance semiconductor technologies and develop power-efficient, AI-enabling technologies for mobile computing and intelligent devices. The agreement underscores a shared commitment to U.S. innovation and production.

Under the new partnership, GF will invest $16 billion to expand its facilities in New York and Vermont. This expansion is supported by the administration's policies to prioritize domestic semiconductor manufacturing for national and supply chain security. The investment will focus on enhancing GF's capabilities in manufacturing cutting-edge wireless technologies and advanced power management, which are critical for longer battery life and enhanced connectivity in Apple devices.

The expanded partnership is part of Apple's broader strategy to increase its U.S. investment to $600 billion over four years. Apple's CEO, Tim Cook, stated, "Today, we’re proud to increase our investments across the United States to $600 billion over four years and launch our new American Manufacturing Program" [1]. The American Manufacturing Program (AMP) is designed to bring more of Apple's supply chain and advanced manufacturing to the U.S. and incentivize global companies to manufacture critical components in the United States.

The collaboration between Apple and GF aligns with Apple's goal of creating an end-to-end silicon supply chain in the U.S. The partnership will enable GF to manufacture cutting-edge wireless technologies and advanced power management components for Apple products. These components are crucial for the power and performance of Apple's iPhone devices and other mobile computing products.

The expansion of GF's facilities in New York and Vermont is expected to create new jobs and stimulate economic growth in these regions. The investment is also part of Apple's broader commitment to supporting U.S. suppliers and partners, which currently support more than 450,000 jobs across all 50 states.

The partnership between Apple and GF is a significant step towards strengthening the U.S. semiconductor industry and ensuring the country's national and supply chain security. The expansion of GF's facilities and the development of new technologies will position the U.S. as a global leader in semiconductor manufacturing.

References:
[1] https://www.apple.com/newsroom/2025/08/apple-increases-us-commitment-to-600-billion-usd-announces-ambitious-program/