Apple is prioritizing diversified chip production capacity, including production in the US. They buy a large percentage of chip production capacity every year and recently bought up 90% of TSMC's 3nm capacity for this year. They also signed a deal with Broadcom to develop US-based production capacity for their chips. Over the last couple years, they have supported TSMC's increased investments in US capacity.

Apple is getting serious about getting games ported to Apple Silicon and now has a DX12 emulation layer to support ports. If they can get games ported, they can give game devs a taste of the high-spending Apple customer base. They will have the most advanced AR/VR hardware, leading chips, best performing high-end computers, and a potential gaming console in the form of an M2 powered Apple TV.

High-spending gamers subsidize the GPU market and the GPU market is critical to AI. If Apple can capture more of that market, some of that money funds the development of US chip production as a consequence.

I want to see a return to US chip production. I also want to see Intel get their shit together and increase their US capacity, but Apple is the leading chip designer on the planet and they drive a ton of high-end consumption too. Wins for Apple are wins for increased US independence in critical sectors for the future.