Apple's U.S. Chip Supply Chain Gets Major Boost as Key TSMC Suppliers Find Success in Arizona

Two key Taiwanese suppliers to TSMC are finding success in Arizona, strengthening the U.S. supply chain for future Apple products like the iPhone and Mac. The suppliers, Chang Chun Group and Sunlit Chemical, have not only passed TSMC's demanding qualification standards but are also reportedly drawing interest from other major chipmakers, including Intel and Samsung Electronics.

The move reflects a broader push to build a U.S. semiconductor hub — a goal driven by Washington's policy pressure and Apple's ongoing effort to onshore more of its production. Under the Trump administration's "America First" policies, Apple has expanded its U.S. investments, recently launching an American Manufacturing Program and increasing its domestic spending commitment to $600 billion. TSMC has also accelerated its plans, now intending to build six fabs in Arizona and committing to produce about 30% of its sub-2nm capacity in the U.S. as it fast-tracks construction to meet demand.


Chang Chun Group and Sunlit Chemical were among the few suppliers to make an early bet on Arizona, according to DigiTimes. Chang Chun, a longtime TSMC partner, invested $300 million in a new facility to produce high-purity chemicals essential for advanced chipmaking. Sunlit Chemical, which manufactures ultra-high-purity fluoride compounds, also built a new plant in the state at TSMC's suggestion.

Industry sources say both firms have now passed TSMC's qualifications and have started securing orders from other chipmakers. Their success is helping to build a more resilient local supply chain, a critical step as TSMC prepares to begin volume production of its 2-nanometer chips in late 2025.

Apple is expected to be TSMC's first and largest 2-nanometer customer when production begins in late 2025, having reportedly secured nearly half of TSMC's initial output. The new node is expected to power future Apple silicon, including the A20 processor for the 2026 iPhone 18 lineup.

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