"Apple confirmed that it sourced 19 billion chips from across a dozen US states in 2025. Most of these processors are lower tier, used for functions like power management and Wi-Fi."
"Apple is investing hundreds of billions of dollars to expand its manufacturing supply chain in the US, including a commitment to assemble Mac minis here."
"Demand for Apple products is increasing across all markets, with strong double-digit growth in Greater China and the rest of Asia-Pacific, leading to an installed base of 2.5 billion devices."
"Apple is in preliminary talks with potential chip suppliers at Intel and Samsung, reflecting the company's need to protect its business against additional shocks while ramping its supply chain."
Apple sourced 19 billion chips from various US states in 2025, primarily for lower-tier functions. The company is investing significantly to expand its US manufacturing, including assembling Mac minis. Despite this, replicating its existing supply chain in China and Taiwan will take time. Demand for Apple products is rising, with growth in all markets and a record installed base of 2.5 billion devices. Apple is in preliminary talks with potential chip suppliers like Intel and Samsung to mitigate supply constraints, while TSMC plans to produce 100 million processors for Apple in the US this year.
Read at Computerworld
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