AMAT Partnership

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

Published August 06, 2025 at 08:55 PM

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.

Related Questions

Could the partnership lead to larger market share gains for Applied Materials within the domestic chip‑manufacturing supply chain? Are there any potential risks or execution challenges (e.g., supply‑chain constraints, labor shortages) that could impact the announced investments? What regulatory or government incentive implications might arise from the expanded U.S. manufacturing footprint? What is the expected impact of the $200 million Arizona investment on Applied’s capital expenditures and cash flow in the short term? Will the increased domestic equipment supply boost demand for Applied’s products from U.S. semiconductor manufacturers? How might the news influence Applied Materials’ stock price volatility and trading volume in the next few weeks? What impact could this have on the broader U.S. semiconductor ecosystem and on the competitive dynamics among equipment suppliers? How will the partnership with Apple and Texas Instruments affect Applied Materials' revenue and earnings forecasts? How does this announcement compare to recent investments by competitors such as Lam Research, ASML, and KLA in the U.S. market? What timelines are indicated for the rollout of equipment to TI’s U.S. factories and the new Arizona facility?