Apple Partners with Samsung to Develop New Chip Technology in the US

Apple has partnered with Samsung to bring a new chip manufacturing technology to the US, which will supply chips for iPhone devices worldwide. The new technology is described as innovative and has never been used before anywhere in the world. The partnership aims to optimize power and performance of Apple products, including iPhone devices. TSMC has also announced plans to expand its investment in the US to $165 billion.

Apple (AAPL.O) has announced a strategic partnership with Samsung Electronics (005930.KS) to bring a new chip manufacturing technology to the United States. This technology is set to supply chips for Apple's iPhone devices worldwide, aiming to optimize power and performance [1]. The partnership is part of Apple's broader effort to increase its U.S. investment commitment to $600 billion over the next four years [3].

The new chip manufacturing technology, which has never been used before globally, will be supplied by Samsung's production plant in Texas. Apple stated that the facility will supply chips that optimize power and performance for Apple products, including iPhone devices [1]. This move is expected to bolster Samsung's chip contract manufacturing business, which has been seeking new orders to reduce losses [1].

In addition to the Samsung partnership, Apple has also expanded its collaboration with GlobalFoundries (GFS) to advance semiconductor technologies and strengthen U.S. manufacturing. This partnership will accelerate investments at GlobalFoundries' state-of-the-art semiconductor manufacturing facility in Malta, New York [2]. The collaboration focuses on manufacturing critical wireless connectivity technologies and power management solutions, key components of next-generation AI-enabled devices.

Apple's increased U.S. investment commitment includes the launch of its American Manufacturing Program (AMP), which aims to bring even more of Apple's supply chain and advanced manufacturing to the United States. The program involves partnerships with multiple companies, including Corning, Coherent, GlobalWafers America (GWA), Applied Materials, Texas Instruments (TI), and others [3]. These partnerships will help fund expansions and new facilities, creating jobs and strengthening the U.S. semiconductor manufacturing ecosystem.

The U.S. silicon supply chain is on track to produce more than 19 billion chips for Apple products in 2025. This includes TSMC in Arizona, which is producing tens of millions of chips for Apple using one of the most advanced process technologies in America [3]. Apple's partnerships with these companies underscore its commitment to supporting U.S. suppliers involved in every key stage of the chip-making process.

References:
[1] Reuters. (2025, August 6). Apple says Samsung will supply chips from Texas factory. Retrieved from https://www.reuters.com/business/apple-says-samsung-will-supply-chips-texas-factory-2025-08-06/
[2] GlobeNewswire. (2025, August 6). GlobalFoundries Expands Partnership with Apple to Advance Wireless Connectivity and Power Management. Retrieved from https://www.globenewswire.com/news-release/2025/08/06/3128790/0/en/GlobalFoundries-Expands-Partnership-with-Apple-to-Advance-Wireless-Connectivity-and-Power-Management-Reinforcing-U-S-Chip-Manufacturing-Leadership.html
[3] Apple. (2025, August). Apple increases U.S. commitment to $600 billion USD, announces ambitious program. Retrieved from https://www.apple.com/newsroom/2025/08/apple-increases-us-commitment-to-600-billion-usd-announces-ambitious-program/