Apple's $30B Deal with Broadcom, NVDA Emphasizing Vera CPU Optimization, SambaNova, & More—Headlines (Semis & IT Hardware)

研报英文原文证据摘录

Apple's $30B Deal with Broadcom, NVDA Emphasizing Vera CPU Optimization, SambaNova, & More—Headlines (Semis & IT Hardware)

Equity Research

Flash Comment — July 8, 2026

IT Hardware & Communications Networking

Semiconductors

Apple's $30B Deal with Broadcom, NVDA

Emphasizing Vera CPU Optimization,

SambaNova, & More—Headlines (Semis & IT

Hardware)

Our Call Aaron Rakers, CFA

In an effort to try to keep pace with the rapid news flow across our Semiconductor & IT Equity Analyst | Wells Fargo Securities, LLC

Aaron.Rakers@wellsfargo.com | 314-875-2508

Hardware universe, we summarize a few of the key headlines we saw this morning.

Michael Tsvetanov, CFA

Associate Equity Analyst | Wells Fargo Securities, LLC

Initial Thoughts Michael.Tsvetanov@wellsfargo.com | 314-875-2558

Richard Strifler, CFA

1. Apple Announces $30B Deal With Broadcom Associate Equity Analyst | Wells Fargo Securities, LLC

Richard.Strifler@wellsfargo.com | 314-875-3234

• Apple announced details of its new multiyear agreement (through 2031) with

Broadcom - expected to exceed $30B and lead to the production of >15B U.S.-made

chips.

• It will enable Broadcom to expand and modernize its manufacturing facilities in

Fort Collins, Colorado, with a $1.5B capex investment. At the facility, Broadcom will

produce advanced radio frequency components (including FBAR filters) and advanced

wireless connectivity technologies.

• As we noted previously, the 8K filing specifically mentions the development and

supply of a range of custom ASIC silicon products for use in multiple generations of

Apple products. While there are no additional details, this notably differs from the

language used in the prior May 2023 agreement (AVGO 8K; AAPL press release)

between the companies, which only mentioned 5G RF components, including FBAR