STOCK TITAN

Applied Materials Joins Apple and Texas Instruments in Strengthening U.S. Chip Manufacturing

Rhea-AI Impact
(Neutral)
Rhea-AI Sentiment
(Positive)
Tags

Applied Materials (NASDAQ:AMAT) has announced a significant expansion of its U.S. semiconductor manufacturing capabilities through partnerships with Apple and Texas Instruments. The company will supply American-made chipmaking equipment from its Austin facility to TI's U.S. factories, supporting Apple's semiconductor production needs.

The company plans to invest $200 million in a new Arizona facility for manufacturing critical semiconductor equipment components, adding to over $400 million invested in U.S. manufacturing infrastructure over the past five years. The new Chandler, AZ facility is expected to create 200 jobs over five years in manufacturing, R&D, and services.

This initiative is part of Apple's American Manufacturing Program and their $600 billion commitment to U.S. investment over the next four years.

Applied Materials (NASDAQ:AMAT) ha annunciato una significativa espansione delle sue capacità di produzione di semiconduttori negli Stati Uniti attraverso partnership con Apple e Texas Instruments. L'azienda fornirà attrezzature per la produzione di chip realizzate negli Stati Uniti dal suo stabilimento di Austin alle fabbriche statunitensi di TI, supportando le esigenze di produzione di semiconduttori di Apple.

L'azienda prevede di investire 200 milioni di dollari in un nuovo stabilimento in Arizona per la produzione di componenti critici per attrezzature per semiconduttori, aggiungendo oltre 400 milioni di dollari investiti nell'infrastruttura produttiva statunitense negli ultimi cinque anni. Il nuovo stabilimento di Chandler, AZ, dovrebbe creare 200 posti di lavoro in cinque anni nei settori della produzione, ricerca e sviluppo e servizi.

Questa iniziativa fa parte del Programma di Produzione Americana di Apple e del loro impegno di 600 miliardi di dollari per investimenti negli Stati Uniti nei prossimi quattro anni.

Applied Materials (NASDAQ:AMAT) ha anunciado una importante expansión de sus capacidades de fabricación de semiconductores en EE. UU. mediante asociaciones con Apple y Texas Instruments. La compañía suministrará equipos para la fabricación de chips fabricados en Estados Unidos desde su planta en Austin a las fábricas estadounidenses de TI, apoyando las necesidades de producción de semiconductores de Apple.

La empresa planea invertir 200 millones de dólares en una nueva instalación en Arizona para fabricar componentes críticos de equipos para semiconductores, sumándose a más de 400 millones de dólares invertidos en infraestructura de fabricación en EE. UU. durante los últimos cinco años. Se espera que la nueva planta en Chandler, AZ, genere 200 empleos en cinco años en manufactura, I+D y servicios.

Esta iniciativa forma parte del Programa de Manufactura Estadounidense de Apple y su compromiso de 600 mil millones de dólares para inversión en EE. UU. en los próximos cuatro años.

Applied Materials (NASDAQ:AMAT)Apple과 Texas Instruments와의 협력을 통해 미국 내 반도체 제조 역량을 크게 확장한다고 발표했습니다. 회사는 오스틴 공장에서 생산된 미국산 반도체 제조 장비를 TI의 미국 공장에 공급하여 Apple의 반도체 생산 요구를 지원할 예정입니다.

회사는 반도체 장비 핵심 부품 제조를 위해 애리조나에 새로운 시설에 2억 달러를 투자할 계획이며, 지난 5년간 미국 제조 인프라에 투자한 4억 달러 이상에 더해지는 금액입니다. 새로 설립되는 챈들러(애리조나) 시설은 제조, 연구개발 및 서비스 분야에서 5년간 200개의 일자리를 창출할 것으로 기대됩니다.

이 계획은 Apple의 미국 제조 프로그램과 향후 4년간 미국 내 투자에 대한 6천억 달러 약속의 일환입니다.

Applied Materials (NASDAQ:AMAT) a annoncé une expansion significative de ses capacités de fabrication de semi-conducteurs aux États-Unis grâce à des partenariats avec Apple et Texas Instruments. L'entreprise fournira des équipements de fabrication de puces fabriqués aux États-Unis depuis son site d'Austin aux usines américaines de TI, soutenant ainsi les besoins de production de semi-conducteurs d'Apple.

L'entreprise prévoit d'investir 200 millions de dollars dans une nouvelle installation en Arizona pour la fabrication de composants critiques d'équipements pour semi-conducteurs, s'ajoutant à plus de 400 millions de dollars investis dans l'infrastructure de fabrication américaine au cours des cinq dernières années. La nouvelle usine de Chandler, AZ, devrait créer 200 emplois sur cinq ans dans les domaines de la production, de la R&D et des services.

Cette initiative s'inscrit dans le cadre du programme de fabrication américaine d'Apple et de leur engagement de 600 milliards de dollars d'investissements aux États-Unis au cours des quatre prochaines années.

Applied Materials (NASDAQ:AMAT) hat eine bedeutende Erweiterung seiner Halbleiterfertigungskapazitäten in den USA durch Partnerschaften mit Apple und Texas Instruments angekündigt. Das Unternehmen wird in seinem Werk in Austin in den USA hergestellte Chipfertigungsanlagen an TIs US-Fabriken liefern und so Apples Bedarf an Halbleiterproduktion unterstützen.

Das Unternehmen plant, 200 Millionen US-Dollar in eine neue Anlage in Arizona zu investieren, die kritische Komponenten für Halbleiteranlagen fertigen wird. Dies kommt zu den über 400 Millionen US-Dollar hinzu, die in den letzten fünf Jahren in die US-amerikanische Fertigungsinfrastruktur investiert wurden. Die neue Anlage in Chandler, AZ, soll innerhalb von fünf Jahren 200 Arbeitsplätze in Produktion, Forschung & Entwicklung sowie Dienstleistungen schaffen.

Diese Initiative ist Teil von Apples American Manufacturing Program und deren Verpflichtung zu 600 Milliarden US-Dollar Investitionen in den USA in den nächsten vier Jahren.

Positive
  • New $200 million investment in Arizona manufacturing facility
  • Creation of 200 new jobs in manufacturing, R&D, and services over 5 years
  • Strategic partnership with major tech giants Apple and Texas Instruments
  • Expansion of U.S. manufacturing footprint with state-of-the-art facilities
  • Part of Apple's larger $600 billion U.S. investment commitment
Negative
  • Significant capital expenditure requirements for new facilities
  • Potential construction delays and cost increase risks noted in forward-looking statements
  • Dependency on customer investments in semiconductor manufacturing equipment

Insights

Applied Materials strengthens U.S. chip manufacturing with $200M Arizona investment and strategic Apple-TI partnership, boosting domestic semiconductor production capabilities.

Applied Materials is making significant moves to strengthen U.S. semiconductor manufacturing through a two-pronged approach. First, the company is providing American-made equipment from its Austin facility to support the newly announced partnership between Apple and Texas Instruments, enabling TI to manufacture foundational semiconductors for Apple products domestically. Second, Applied Materials is investing $200 million in Arizona to establish an advanced manufacturing facility for critical semiconductor equipment components.

This investment is particularly strategic as it builds upon $400+ million Applied has already invested in U.S. manufacturing infrastructure over the past five years. The company's Austin campus, established in 1992, serves as their largest manufacturing and logistics hub, featuring state-of-the-art automated robotics storage systems that position Applied at the center of domestic semiconductor equipment production.

The Arizona facility represents a significant expansion that could create approximately 200 additional jobs across manufacturing, R&D, and services over five years. This development aligns with broader national interests in semiconductor sovereignty and supply chain resilience, particularly critical as AI technologies drive unprecedented demand for advanced chips.

The partnership with Apple and TI demonstrates Applied's pivotal role in the semiconductor ecosystem as both an equipment supplier and strategic enabler for domestic chip production. By strengthening connections with major customers like Apple and TI, Applied Materials secures its position in the U.S. manufacturing renaissance while potentially capturing increased equipment sales as these companies expand their domestic operations.

  • Applied is providing American-made equipment from its Austin, Texas facility to TI’s U.S. factories to manufacture foundational semiconductors for Apple products
  • New $200 million investment in Arizona components factory adds to more than $400 million Applied has invested in its U.S. manufacturing footprint over the past five years

SANTA CLARA, Calif., Aug. 06, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. is working with Apple and Texas Instruments (TI) to bolster the semiconductor manufacturing supply chain in the United States. Applied is supporting Apple’s partnership with TI, announced today, by supplying American-made chipmaking equipment from Austin, Texas to TI’s U.S. factories. Austin is home to Applied’s largest manufacturing and logistics facility. In addition, Applied plans to invest more than $200 million in Arizona to establish a state-of-the-art facility for manufacturing critical components for semiconductor equipment. This investment builds on the more than $400 million Applied has invested in its U.S. equipment manufacturing infrastructure over the past five years.

“For nearly 60 years, Applied Materials has been driving transformative innovation in chip manufacturing and ensuring the building blocks of technology are produced in the United States,” said Gary Dickerson, President and CEO of Applied Materials. “Strengthening America’s semiconductor leadership has never been more important than in today’s AI era, and we are honored to work alongside industry leaders to strengthen the U.S. chip supply chain.”

“With our new American Manufacturing Program, we’re proud to partner with companies like Applied Materials to create new jobs and bring even more manufacturing to America,” said Sabih Khan, Apple’s chief operating officer. “This is part of our $600 billion commitment to the US over the next four years, and we couldn’t be more excited about the future of American innovation.”

“TI is uniquely positioned to deliver dependable, low-cost 300mm manufacturing capacity at scale for foundational analog and embedded processing semiconductors,” said Mohammad Yunus, senior vice president of Technology and Manufacturing at Texas Instruments. “We are proud to work with companies like Applied Materials to manufacture semiconductors that are vital for nearly every type of electronic system.”

Applied Materials has the largest U.S.-based manufacturing footprint among semiconductor equipment providers, with major production facilities in Texas, Massachusetts, Montana, and a new site under development in Arizona. Established in 1992, the company’s Austin campus plays a critical role in producing advanced semiconductor equipment and accelerating product commercialization for the world’s leading chipmakers. Equipped with a state-of-the-art automated robotics storage system, the Austin facility is a cornerstone of Applied’s global manufacturing network, supporting future market growth and evolving customer needs.

In Arizona, Applied Materials is already a key part of the state’s high-tech ecosystem, collaborating closely with customers, partners and universities.

“Applied Materials' new advanced manufacturing facility will further bolster Arizona's robust semiconductor ecosystem and strengthen U.S. supply chain resiliency,” said Sandra Watson, President and CEO of the Arizona Commerce Authority. “Across important areas such as equipment, R&D, and workforce training, Applied has been a tremendous industry partner, and we're grateful for their continued leadership and commitment to Arizona.”

Applied plans to invest more than $200 million to create a new advanced manufacturing facility in Chandler, AZ, to produce semiconductor equipment components and parts. The facility could support the creation of potentially 200 additional manufacturing, R&D and services jobs in the semiconductor field over a five-year period.

A media kit with additional information is available on the Applied Materials website.

Forward-Looking Statements
This press release contains forward-looking statements regarding our manufacturing support related to Apple’s partnership with Texas Instruments, as well as our plans to make investments in Arizona, including those relating to the size of our investments and the anticipated job creation, and other statements that are not historical facts. These statements and their underlying assumptions are subject to risks and uncertainties and are not guarantees of future performance. Factors that could cause actual results to differ materially from those expressed or implied by such statements include, without limitation: customer investments in semiconductor manufacturing equipment; construction delays, cost increases or changes in investment or construction plans due to business, economic, governmental or industry conditions; insufficient industry or governmental support; the demand for semiconductors; customers’ technology and capacity requirements; the introduction of new and innovative technologies, and the timing of technology transitions; market acceptance of existing and newly developed products; our ability to ensure compliance with applicable environmental and other laws, rules and regulations; and other risks and uncertainties described in our SEC filings, including our recent Forms 10-K, 10-Q and 8-K. All forward-looking statements are based on management’s current estimates, projections and assumptions, and we assume no obligation to update them.

About Applied Materials
Applied Materials, Inc. (Nasdaq: AMAT) is the leader in materials engineering solutions that are at the foundation of virtually every new semiconductor and advanced display in the world. The technology we create is essential to advancing AI and accelerating the commercialization of next-generation chips. At Applied, we push the boundaries of science and engineering to deliver material innovation that changes the world. Learn more at www.appliedmaterials.com.

Contact:
Ricky Gradwohl (Media) 408.235.4676
Liz Morali (Financial Community) 408.986.7977

Photos accompanying this announcement are available at

https://www.globenewswire.com/NewsRoom/AttachmentNg/dea6315a-fbab-4731-854c-1ec0ec67425f

https://www.globenewswire.com/NewsRoom/AttachmentNg/c90767c0-a936-4525-aca4-cb46dbc1c40e


FAQ

What is Applied Materials' new investment in U.S. chip manufacturing?

Applied Materials is investing $200 million in a new advanced manufacturing facility in Chandler, Arizona, to produce semiconductor equipment components and parts.

How many jobs will Applied Materials' new Arizona facility create?

The new facility is expected to create 200 new jobs in manufacturing, R&D, and services over a five-year period.

What is Applied Materials' role in the Apple-Texas Instruments partnership?

Applied Materials will supply American-made chipmaking equipment from its Austin, Texas facility to TI's U.S. factories to manufacture semiconductors for Apple products.

How much has Applied Materials invested in U.S. manufacturing over the past five years?

Applied Materials has invested more than $400 million in its U.S. equipment manufacturing infrastructure over the past five years.

Where are Applied Materials' major U.S. production facilities located?

Applied Materials has major production facilities in Texas, Massachusetts, Montana, and a new site under development in Arizona.
Applied Matls Inc

NASDAQ:AMAT

AMAT Rankings

AMAT Latest News

AMAT Latest SEC Filings

AMAT Stock Data

143.77B
800.17M
0.28%
83.46%
1.9%
Semiconductor Equipment & Materials
Semiconductors & Related Devices
Link
United States
SANTA CLARA