Apple signed a multiyear $30B+ deal with Broadcom to design and produce 15B+ custom wireless connectivity chips for Apple products, sourced from U.S.-made manufacturing. The scale and multi-year commitment points to improved supply security and sustained component demand, with potential upside for Broadcom’s custom chip volumes.
Apple signed a multiyear $30B+ deal with Broadcom to design and produce 15B+ custom wireless connectivity chips for Apple products, sourced from U.S.-made manufacturing. The scale and multi-year commitment points to improved supply security and sustained component demand, with potential upside for Broadcom’s custom chip volumes.
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mildly positive
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0.35
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