Apple CEO Tim Cook said the company would source 19 billion chips from the US in calendar 2025 as, like other technology companies, Apple scrambles to optimise its supply chain amid tariff-driven trade volatility. 

Apple expects to source those chips “from a dozen states, including tens of millions of advanced chips being made in Arizona this year” Cook said on a Q1 earnings call – adding that this is “down to the resistor and capacitor level, obviously” (i.e. it’s not 19 billion cutting edge CPUs.) 

He spoke as earnings calls at Amazon and Microsoft also highlighted the impact of ongoing trade disruption caused by the Trump administration’s abrupt imposition of tariffs on global trade. 

In February 2025, Apple pledged to invest $500 billion in the US, including to build a new 250,000-square-foot server manufacturing facility, slated to open in Houston in 2026 that will “play a key role in powering Apple Intelligence, and are the foundation of Private Cloud Compute” it said.

See also: Apple opens up new Private Cloud for security researchers; top bounties of a fat $1m

“We also source glass used in iPhone from an American company. 

“All told, we have more than 9,000 suppliers in the U.S. across all 50 states,” Cook told analysts on a Q1 call on May 1 – in which he said that tariffs would cost the company $900 million in the coming quarter. He declined to speculate about their impact beyond that time-frame.

For the June quarter, Apple now expects the majority of iPhones sold in the US to have India as their country of origin and Vietnam to be the country of origin for almost all iPad, Mac, Apple Watch, and AirPods products sold in the US” Cook added. China will continue to be the country of origin for the vast majority of total non-US product sales.

Apple assembled $22 billion-worth of iPhones in India in the 12 months to March 2025 according to a Bloomberg report. That’s up 60% year-on-year.

The link has been copied!