# Tim Cook

Type: Person

Source: Supply Chain Intelligence Brief — https://getsupplybrief.com/entity/tim-cook
Canonical HTML page: https://getsupplybrief.com/entity/tim-cook

## Timeline

- **2026-07-08**: Apple and Broadcom announce $30 billion deal — The agreement to produce 15 million wireless connectivity chips at Broadcom’s expanded Fort Collins facility is announced, marking Apple’s largest U.S. chip deal to date.
- **2026-06**: Trump announces $9B Intel chip deal for Apple — The administration unveils a $9 billion agreement for Apple to buy American-made chips from Intel, backed by $8.9 billion in federal CHIPS Act investment.
- **2026-06**: Tim Cook warns of 'unavoidable' price hikes — In a Wall Street Journal interview, Cook cites soaring costs of memory and storage chips driven by the AI boom, indicating product price increases.
- **2025-08**: Apple pledges $600B American Manufacturing Program — Apple announces a sweeping commitment to bring more of its supply chain and advanced manufacturing back to the U.S., setting the stage for large-scale onshoring deals.

## Recent coverage (3 stories)

### Memory chip '100-year flood' to slow iPhone growth from 22% to mid-teens
2026-07-31 06:07:58 · Sentiment: Negative · Impact: 7/10 · Sources: 2

Apple is facing its most severe supply chain disruption in recent memory as memory chip prices hit a 'hundred year flood,' forcing the iPhone growth forecast down from 22% to mid-teens and squeezing gross margins. Tim Cook's final earnings call highlighted limited supply chain flexibility, posing immediate challenges for procurement and logistics teams.
Full story: https://getsupplybrief.com/story/apple-memory-chip-flood-supply-constraints-iphone-growth

### Apple’s $30B Broadcom Deal Moves 15M Chips to U.S. Manufacturing
2026-07-12 12:40:09 · Sentiment: Positive · Impact: 8/10 · Sources: 2

Apple’s $30 billion pact with Broadcom shifts 15 million wireless connectivity chips to domestic production, backed by a $1.5 billion facility expansion in Colorado. The deal cuts tariff exposure and diversifies away from Asian foundries, strengthening the company’s $600 billion American Manufacturing Program.
Full story: https://getsupplybrief.com/story/apple-30b-broadcom-us-chip-manufacturing

### Apple’s $30B Broadcom Deal to Produce 15B Chips Reshapes US Supply Chain
2026-07-08 18:59:40 · Sentiment: Positive · Impact: 8/10 · Sources: 2

Apple’s largest-ever domestic manufacturing commitment will direct over $30 billion to Broadcom, securing 15 billion U.S.-made chips and expanding a Colorado fab. The deal marks a seismic shift toward reshoring critical semiconductor production, reducing dependency on Asian suppliers.
Full story: https://getsupplybrief.com/story/apple-broadcom-reshapes-us-chip-supply-chain

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This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://getsupplybrief.com/guides/methodology for the full editorial methodology.