Apple’s push to bring more chip manufacturing stateside kicks off with TSMC adding another $20 billion to its Arizona Fab 21 plant.

The expansion covers roughly 2,000 acres and will boost production of 4‑nanometer wafers, positioning Apple to secure over 100 million chips by 2026. Intel’s test runs of iPhone and Mac silicon add momentum to the reshoring effort.

Political pressure and global shortages drive the move: a new 3‑nanometer facility is slated for summer 2026, and the U.S. government views a domestic supply chain as a safeguard against supply chain shocks.

For consumers, the shift means faster, more reliable component availability for future iPhones and Macs, while the industry gains a larger U.S. manufacturing footprint that may dampen reliance on overseas fabs.