- Agreement centres on the design and production of advanced radiofrequency components — specifically (film bulk acoustic resonator filters.
- Broadcom will also supply custom silicon and cutting-edge wireless connectivity technologies under the expanded arrangement.
Apple and Broadcom have officially unveiled one of the largest chip-supply agreements in recent memory, with the iPhone maker committing to spend more than $30 billion over the life of the deal.
The multi-year partnership, which extends through 2031, was disclosed in part by Broadcom on Monday and elaborated on by Apple in a press release issued Wednesday.
The agreement centres on the design and production of advanced radiofrequency components — specifically FBAR (film bulk acoustic resonator) filters — that are critical to wireless connectivity across Apple’s product ecosystem.
Apple confirmed that it has been collaborating with Broadcom on these components since at least 2023. In addition to FBAR filters, Broadcom will supply custom silicon and cutting-edge wireless connectivity technologies under the expanded arrangement.
A major expansion in Fort Collins
As part of the deal, Broadcom will invest $1.5 billion to expand and modernise its manufacturing facilities in Fort Collins, Colorado. The expansion is expected to support the production of more than 15 billion US-made chips over the duration of the agreement, reinforcing a domestic supply chain for components that have historically been manufactured overseas .
The Fort Collins site, already a significant hub for Broadcom’s wireless semiconductor operations, will see increased capacity and infrastructure upgrades to accommodate the long-term production commitments.
The scale of the investment signals a deepening of the manufacturing relationship between the two Silicon Valley giants at a time when onshoring chip production has become a national priority.
Apple framed the announcement not only as a strategic business move but also as part of its broader effort to bring more chip manufacturing back to the United States — a key objective of President Donald Trump’s administration.
The deal aligns with Apple’s previously stated commitment, made in early 2026, to spend $500 billion with US-based suppliers over four years .
“The cutting-edge components built in Fort Collins are essential to delivering the incredible performance and connectivity our customers expect, and we’re proud to deepen our investments in U.S.-based suppliers that share our commitment to excellence and innovation,” said Apple CEO Tim Cook.
“We’re grateful to the president and his administration for supporting important projects like this”.
Broadcom’s soaring trajectory
The deal underscores Broadcom’s continued ascent in the semiconductor industry. The company surpassed a $2 trillion market capitalisation in April 2026, becoming only the sixth firm in history to reach that milestone. With roughly 58 per cent of its revenue tied to chip-related business as of 2025, the expanded Apple relationship provides a stable, long-term revenue anchor well into the next decade.
The partnership’s formal structure was outlined in an SEC Form 8-K filing on July 6, 2026, which details Broadcom’s commitment to develop and supply a broad range of custom silicon components.
For Apple, securing a decade-long supply of FBAR filters and custom silicon helps insulate its product roadmap from the kind of component shortages that have periodically disrupted the electronics industry.
For Broadcom, the deal locks in one of the world’s largest technology companies as a guaranteed, long-term customer while providing the capital justification needed to expand domestic manufacturing capacity.
