Apple taps Samsung's Texas plant for iPhone chips in $100 billion US investment push

Apple Inc. has announced a major expansion of its U.S. manufacturing footprint, revealing that Samsung Electronics will supply chips for future Apple products—including iPhones—from its semiconductor facility in Texas. The move is part of Apple’s newly unveiled $100 billion investment initiative aimed at bolstering American manufacturing and innovation.

As reported by Reuters, Apple said that the chips produced at Samsung’s Texas plant will “optimize power and performance” of its devices. While the company did not specify the exact chip models, analysts suggest the partnership could include advanced image sensor chips for the upcoming iPhone 18 lineup , expected in 2026. The facility is also rumored to be developing a new chipmaking technology “never used before anywhere in the world,” hinting at a strategic leap in semiconductor innovation.

Apple’s announcement comes amid rising geopolitical tensions and tariff threats. President Trump recently proposed a 100% tariff on imported semiconductors, exempting companies committed to U.S.-based manufacturing. Apple’s expanded investment—now totaling $600 billion over four years—positions it to sidestep these tariffs while reinforcing its supply chain resilience.

Samsung’s Texas facility is also set to produce chips for Tesla, following a $16.5 billion deal to manufacture the automaker’s next-generation AI6 chip. Analysts expect these high-profile contracts to help Samsung’s chip division return to profitability by 2026.