August 28, 2025 /SemiMedia/ — Apple will begin producing critical semiconductors at Texas Instruments’ (TI) new fabs in the United States, deepening its commitment to U.S. chip manufacturing.

TI has launched a $60 billion expansion plan that includes seven new fabs in Texas and Utah. The company’s Sherman site is expected to start full-scale production of 300mm wafers by late 2025.

Apple CEO Tim Cook said part of the company’s increased U.S. investment — raised to $600 billion over the next four years — will go toward manufacturing “critical foundation semiconductors” for iPhones and other devices at TI’s facilities.

Although TI does not produce advanced 2nm or 3nm chips, its analog and embedded products are essential for power management, sensing, automotive systems and industrial applications. The company remains the largest U.S. supplier of analog semiconductors, with components found in billions of electronic devices worldwide.

Industry analysts say Apple’s partnership with TI underscores Washington’s push to strengthen domestic semiconductor capacity. TI’s 300mm wafer production promises lower costs and greater efficiency, a move expected to encourage more customers to shift procurement toward U.S.-made chips.