The Motley Fool
11 Jul 2026, 08:05 UTC · 2h ago
Apple CEO Tim Cook Announces $30 Billion Broadcom Deal to Produce 15 Billion Chips
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
11 Jul 2026, 08:05 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
Apple and Broadcom have entered a custom silicon and wireless connectivity partnership valued at over $30 billion through 2031. — The massive scale of the deal provides significant long-term revenue visibility for Broadcom and secures critical hardware supply for Apple.
+0.80Broadcom will produce more than 15 billion chips in the U.S. as part of Apple's American Manufacturing Program (AMP). — Increased domestic production reduces geopolitical supply chain risk and aligns with U.S. industrial policy.
+0.50Broadcom is investing $1.5 billion to expand its manufacturing facility in Fort Collins, Colorado. — Direct capital expenditure for capacity expansion signals strong demand and operational scaling.
+0.30Continue reading
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Apple is estimated to account for 20% of Broadcom's total revenue. — Highlights the high concentration of Broadcom's revenue reliance on a single major client.
+0.20Which stocks this story touches
Secured a landmark $30 billion deal with Apple, providing substantial revenue visibility and expanding its ASIC market dominance.
The company is securing a massive supply of custom silicon and advancing its American Manufacturing Program.
Mentioned as a collaborator on custom XPU platforms, highlighting the trend toward optimized hardware.
Mentioned as a partner in custom silicon work, reinforcing Broadcom's industry standing.
[a_to_b] Apple is a significant customer accounting for approximately 20% of Broadcom's revenue.
[a_to_b] Broadcom designs and produces custom silicon and wireless connectivity components for Apple products.
[mutual] Apple and Broadcom entered a landmark partnership for custom-silicon and wireless technology.
[mutual] Broadcom partners with Meta Platforms on custom XPU platforms.
[a_to_b] Broadcom performs design work for Alphabet's Tensor Processing Units (TPUs).
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