Apple has struck a new US$30 billion (A$43.3 billion) deal with longtime supplier Broadcom, in a move designed to expand the production of US-made chips used across iPhones, iPads, Macs and other Apple devices.

The five-year agreement is expected to result in more than 15 billion chips being produced in the US, with Broadcom set to expand and modernise its manufacturing facility in Fort Collins, Colorado.

Broadcom has long supplied Apple with radio frequency and wireless connectivity components, including chips used for Wi-Fi, Bluetooth, GPS and mobile network connections.

While these are not the same high-end processors that power Apple’s devices, they remain critical components across the company’s product line.

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The deal forms part of Apple’s broader US$600 billion (A$865.6 billion) pledge to invest in the US over four years, a commitment that has helped the company avoid some of the tariff pressure being pushed by the Trump administration.

Apple has been under pressure to shift more of its supply chain away from Asia, although the company is not expected to move iPhone assembly to the US at scale.

Instead, Apple has focused on high-value chip manufacturing partnerships, including commitments tied to TSMC’s Arizona facility, GlobalWafers in Texas, Amkor Technology in Arizona and a recent agreement with Intel.

The Broadcom agreement also includes custom application-specific integrated circuits, or ASICs, for use across future Apple products through to 2031. Broadcom is already a major player in custom silicon for AI and high-performance computing.

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Apple’s latest chip deal comes as the company continues to battle rising component costs, particularly in memory and storage, where demand from AI data centres has pushed prices sharply higher.

Those cost pressures have already contributed to price increases across parts of Apple’s Mac range, although the new Broadcom deal is more about supply chain security and US manufacturing than delivering cheaper devices to consumers.

For Australian buyers, the agreement is unlikely to have an immediate impact on local pricing or availability.

However, it signals that Apple is continuing to reshape its supply chain as geopolitical tensions, tariffs and AI-driven chip shortages put more pressure on global electronics manufacturers.