A look at Apple's efforts to reshore the US chip supply chain, as the company commits to buying 100M+ chips from TSMC Arizona in 2026, amid US-China tensions
The iPhone maker wants more supply based in U.S., which remains years behind Asia Share Resize 5 Listen (2 min) You may also like Checkbox Embed code copied …
Wall Street Journal Rolfe Winkler
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Discussion
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@rolfewinkler
Rolfe Winkler
on x
Apple gave The Journal an exclusive tour of partner facilities to show how it is helping reshore chip manufacturing. Fascinating to learn how this process works. Hopefully I've made it half-way understandable! https://www.wsj.com/...
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@yiningkarlli
Yining Karl Li
on x
So this is what Apple's custom Apple Silicon servers for Private Cloud Compute look like. The new WSJ video about Apple's push for US-based manufacturing features a first-ever look at Apple Silicon server enclosures. ...they look like normal servers! https://www.youtube.com/... […
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@markgurman
Mark Gurman
on x
Apple is going to start making some Mac minis in the U.S. later this year. Seems like it'll replace the Mac Pro as its lone domestically assembled device. https://www.bloomberg.com/...
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@rolfewinkler
Rolfe Winkler
on x
And btw, Apple is moving some Mac Mini assembly to Houston later this year. Not soon enough for all the OpenClaw people maybe. https://www.wsj.com/...
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r/houston
r
on reddit
Apple Plans to Manufacture Mac Mini in Houston
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@kaitlancollins
Kaitlan Collins
on x
“The single biggest threat to the world economy, the single biggest point of single failure, is that 97 percent of the high-end chips are made in Taiwan,” Bessent said. “If that island were blockaded, that capacity were destroyed, it would be an economic apocalypse.”
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@pstasiatech
Paul Triolo
on x
Couple of additional thoughts. No, Silicon Valley has not ignored anything. When there are no good alternatives, you go with what works. Also, most of the variables here are outside the control of a single company.
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@pstasiatech
Paul Triolo
on x
In addition, the Chips Act funding was just not sufficient to materially move the needle in an industry driven by massive capex requirements. Any serious onshoring strategy requires long term commitment and attention to entire ecosystem. This was not the case here, similar to
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@pstasiatech
Paul Triolo
on x
The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored Good summary of a situation I have written about for nearly a decade...but misses a lot.... https://www.nytimes.com/... via @NYTimes
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@mcbridetd
Timothy McBride
on bluesky
This is really a huge problem that no one is considering. The consequences could be devstating on every day life — The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored - The New York Times www.nytimes.com/2026/02/24/t...
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@terigoodson
Teri Goodson
on bluesky
“A Chinese blockade of Taiwan, the officials said, could choke the supply of computer chips made on the island and bring the U.S. tech industry to its knees.” — www.nytimes.com/2026/02/24/t...
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r/italy
r
on reddit
L'impellente disastro di Taiwan che la Silicon Valley ha ignorato a lungo
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r/intelstock
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on reddit
The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored
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r/NVDA_Stock
r
on reddit
The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored
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r/neoliberal
r
on reddit
The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored
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r/technology
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on reddit
The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored
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@azbriananderson
Brian Anderson
on x
AZ is the future “TSMC's Arizona site will be a company town on more than 2,000 acres if its plans are ultimately completed. One fab is built and producing chips, a second will come online next year and a third, currently a steel-beam skeleton, by 2030.” https://www.wsj.com/... […
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@arik.org
Arik Hesseldahl
on bluesky
Today's @nytimes.com takeout on the geopolitical risk in Taiwan concerning TSMC and leading edge silicon chips is easily the most important tech and business story you will read this week. www.nytimes.com/2026/02/24/t...