Apple said it has selected Samsung Electronics to fabricate chips, including image sensors for next year’s iPhone 18 lineup, at Samsung’s semiconductor facility in Austin, Texas. The announcement is part of Apple’s pledge to invest an additional $100 billion in U.S. manufacturing, lifting its domestic commitment to $600 billion through 2029. The agreement shifts part of Apple’s image-sensor sourcing away from Sony, which manufactures solely in Japan. Analysts said the move diversifies Apple’s supply chain and positions the company to avoid steep U.S. tariffs on foreign-made semiconductors while improving power efficiency in future devices. For Samsung, the order strengthens a foundry business that has struggled to fill capacity. The Korean company recently secured a $16.5 billion contract to supply Tesla and is expected to begin shipping the three-layer stacked sensors for iPhone 18 in 2026, deepening its manufacturing foothold in the United States.