Inside Apple's Multibillion-Dollar Push to Make Chips in the U.S. | WSJ [10:37]

YouTube ^ | February 23, 2026 | The Wall Street Journal

[SunkenCiv]

Apple is beginning to bring its semiconductor manufacturing supply chain back to the United States. Nearly all of the most advanced chips are made in Taiwan, which China has threatened to annex. Concentrating chip supplies on an island that could be invaded, or face steep U.S. tariffs from Trump, is a big risk to Apple's business. 

To find out how far the company still has to go, WSJ reporter Rolfe Winkler visited several of the company's suppliers including TSMC, ASML and Foxconn in the Southwest. 

Inside Apple's Multibillion-Dollar Push to Make Chips in the U.S. | WSJ | 10:37 
The Wall Street Journal | 6.55M subscribers | 437,335 views | February 23, 2026

[SunkenCiv]

YouTube transcript reformatted at textformatter.ai follows.

[SunkenCiv]

Chapters:
0:00 Apple’s supply chain shift
1:02 The start of the supply chain: silicon wafer facility
3:59 The next stop: TSMC
6:05 The third stop: ASML
7:13 The final stop: Foxconn

[jimtorr]

Apple does not make everything in China. For instance, my iPhone was made in India. I know Apple has a plant in Texas. They used to make the Mac Pro there, but don’t know about today.

[SunkenCiv]

• Impossible': Taiwan pushes back against Washington's 40% chip supply relocation goal [02/14/2026]
  • TSM's "Impossible" U.S. Supply Chain Plan, ON Earnings & Levels to Watch Today [8:11] [02/10/2026]
  • TSMC begins quietly volume production of 2nm-class chips [12/30/2025]
  • As political winds shift, top chipmaker TSMC looks beyond Taiwan: Accelerating expansion in Arizona with six fabs and R&D centers [12/02/2025]
  • Taiwan Minister Says 'Consensus' Reached With US To Shield Semiconductor Industry From Tariffs [11/23/2025]
  • The Next Transistor: Inside TSMC's Push for CFETs [19:52] [11/10/2025]
  • TSMC Faces U.S. Lawsuit Alleging Discrimination, Unsafe Work Environment at Arizona Plant [07/17/2025]
  • Taiwan Semiconductor to announce $100 billion investment in U.S. chip manufacturing plants [03/03/2025]
  • Trump to Announce Another Major Investment in American Manufacturing [03/03/2025]
  • TSMC says first advanced U.S. chip plant 'dang near back' on schedule. Here's an inside look at the Arizona fab [01/04/2025]
  • TSMC's Arizona Factory Produces Better Yield Than Semiconductor Plants in Taiwan [10/25/2024]
  • TSMC Is Struggling To Attract The Top 1 Percent Talent For Its Arizona Fab As Its Wage Offers Presumably Lack The Oomph Factor [08/13/2024]
  • Rumors swirl that TSMC chairman Mark Liu was forced to retire over Arizona fab debacle [12/24/2023]
  • 'They would not listen to us': Inside Arizona's troubled $53bn chip plant [08/28/2023]
  • Chipmaker TSMC needs to hire 4,500 Americans at its new Arizona plants. Its 'brutal' corporate culture is getting in the way [06/03/2023]
  • World's Top Chipmaker TSMC plans Arizona factory expansion [11/09/2022]
  • Apple sales miss expectations, Tim Cook says supply issues cost company $6 billion [10/29/2021]
  • TECH Inside TSMC, the Taiwanese chipmaking giant that's building a new plant in Phoenix [10/16/2021]
  • TSMC SET TO "DOUBLE DOWN" AND VASTLY INCREASE U.S. SEMICONDUCTOR PRODUCTION INVESTMENT IN ARIZONA [05/14/2021]
  • Global Chip Shortage Underscores Need to Diversify US Supply Chain: China's Taiwan intimidation and its domestic semiconductor investment threaten US tech sector [05/10/2021]
  • IBM Unveils World's First 2 Nanometer Chip Technology [05/10/2021]
  • Taiwan Semiconductor confirms $12B U.S. plant [05/15/2020]
  • Taiwan Semiconductor Manufacturing Co. to Build Advanced Chip Factory in Arizona... [05/14/2020]
  • Unlikely TSMC (Computer Chip Giant)will soon build in US [05/11/2020]
  • TSMC Will Decide To Build U.S. Fab Next Year, According To Spokesman; Plant Estimated At $16 Billion [03/22/2017]
• TSMC wins Spy Case against a Former Employee who gave Secrets to Samsung [08/26/2015]
  • US godfather makes a chip offer you can't understand [11/05/2022]
  • Samsung to Help Huawei with 5G Chip Production [06/15/2020]
• Delaware senator's wife buys Intel stock ahead of Biden's executive order on chip shortage [03/16/2021]

[SunkenCiv]

That particular model didn't sell well, and I think it was merely final assembly, but regardless, Apple discontinued production.

[montag813]

It was idiotic for the West to ever allow its chips to all be made in Taiwan.

[montag813]

That particular model didn't sell well, and I think it was merely final assembly, but regardless, Apple discontinued production.

Was that the "garbage can" or "cheese grader" Pro model?

[AZJeep]

Taiwan Semiconductor is building huge chip factory in North Phoenix. The production is already started, but they are expanding!

[SunkenCiv]

Everything was fine until Intel got stuck on 14nm. Years ago AMD put billions (the amount looks like tip money now) into its own fab in, hmm, one of the Carolinas? Virginia? I forget. It was taking too much time and money, and during a chip glut or other market downturn they pulled the plug on it.