Industry insiders say Apple plans to procure over 10 billion chips from TSMC, deepening the strategic relationship and potentially reshaping the global semiconductor landscape as other tech firms consider diversified regional manufacturing.

TSMC's Arizona fabrication site stands at the center of Apple’s reshoring strategy, signaling substantial capacity and potential job growth in the region.

Apple is actively reshoring part of its chip supply chain to the United States, aligning with national manufacturing and supply-security goals.

The chips are expected to use TSMC’s most advanced process technology and will primarily power Apple’s core products, including iPhone and Mac lines.

The planned purchase target exceeds market expectations and underscores Apple’s strategy to diversify its supply chain and maintain technology leadership.

Arizona serves as a critical overseas production base for TSMC and a key support point for Apple’s long-term manufacturing partnership.

The collaboration model may accelerate an industry-wide shift toward high-end chip manufacturing distributed across multiple regions.

Apple plans to order more than 100 million advanced-process chips from TSMC’s Arizona wafer plant by 2026.

This move signals a broader industry trend toward domestic semiconductor production and supplier diversification among major tech firms.

Apple’s commitment fits into a broader strategy to reduce reliance on offshore suppliers and bolster supply-chain resilience amid global shortages and geopolitical tensions.