Broadcom agrees to expand its Apple partnership through 2031 to develop and supply custom chips; in 2023, the companies announced a multibillion-dollar deal
THE SO WHAT
Locking in custom chip supply with Broadcom through 2031 gives Apple more predictable access to specialized silicon just as AI and RF demands spike. If you depend on the same foundry capacity, assume Apple’s long-dated contracts will crowd you toward second-tier nodes or alternative vendors unless you negotiate early.
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