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2026-07-09·[AVGO](https://highsignal.app/entities/AVGO)·design win

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# Apple announced a multi-year partnership with Broadcom worth over $30 billion to develop and supply custom ASIC silicon...

Apple announced a multi-year partnership with Broadcom worth over $30 billion to develop and supply custom ASIC silicon products for Apple devices through 2031.

window 60devidence 4confidence score 100price AVGO $368.45

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## confidence score

Strong evidence: 4 independent source classes support this read.

100

high confidence4 independent source classesothernewspasses publish gate

priced-in check

AVGO has not made a large direction-matching 30-90 day move yet.

not priced in

as of 2026-08-217d n/a45d n/a90d -11%[yahoo](https://finance.yahoo.com/quote/AVGO)

## signal brief

Apple announced a multi-year partnership with Broadcom worth over $30 billion to develop and supply custom ASIC silicon products for Apple devices through 2031. The deal includes the production of more than 15 billion U.S.-made chips and a $1.5 billion expansion of Broadcom's Fort Collins, Colorado facility. Broadcom shares rose nearly 5% on the news.

Sources:

- [CNBC](https://www.cnbc.com/2026/07/08/apple-commits-30-billion-to-broadcom-for-us-chipmaking-push.html) reports: "Apple said it's expanding its partnership with chipmaker Broadcom in a multi-year deal expected to exceed $30 billion."

- A Broadcom SEC filing (referenced in CNBC) states that the company "had entered into new long-term agreements with Apple to develop and supply 'custom ASIC silicon products' for multiple generations of Apple products through 2031."

- [Economic Times](https://economictimes.indiatimes.com/markets/us-stocks/news/is-broadcom-stock-a-buy-after-apples-massive-chip-pact/slideshow/132279957.cms) summarizes: "The long-term deal, which runs through 2031, will see Broadcom provide billions of advanced wireless connectivity chips for future Apple devices."

**What the sources said:**

- "Apple said it's expanding its partnership with chipmaker Broadcom in a multi-year deal expected to exceed $30 billion." — CNBC

- "Broadcom disclosed in a filing... that it had entered into new long-term agreements with Apple to develop and supply 'custom ASIC silicon products' for multiple generations of Apple products through 2031." — CNBC citing SEC filing

- "The long-term deal, which runs through 2031, will see Broadcom provide billions of advanced wireless connectivity chips for future Apple devices." — Economic Times

The agreement solidifies Broadcom's role as a key Apple supplier, eases concerns about in-house chip replacement, and provides multi-year revenue visibility. The investment in U.S. manufacturing aligns with domestic semiconductor policy goals.

## source data used

ir·2026-07-09·[investors.broadcom.com](https://investors.broadcom.com/)·[source day](https://highsignal.app/data/ir?date=2026-07-09)

“Investor Center Broadcom () (%) 06/28/2026 5:34 AM EDT Volume Market Cap 52 Week High 52 Week Low Minimum 15 minutes delayed. Source: LSEG Broadcom Information Broadcom Company Presentation 751.6 KB Broadcom Stock Split FAQs Broadcom...”

news·2026-07-08·[cnbc.com](https://www.cnbc.com/2026/07/08/apple-commits-30-billion-to-broadcom-for-us-chipmaking-push.html)·[source day](https://highsignal.app/data/news?date=2026-07-08)

“Apple said it's expanding its partnership with chipmaker Broadcom in a multi-year deal expected to exceed $30 billion, marking the iPhone maker's largest U.S. manufacturing commitment to date. Shares of Broadcom climbed climbed almost 5% after...”

news·2026-07-08·[theregister.com](https://www.theregister.com/virtualization/2026/07/08/allstate-insurance-quits-broadcom-alleges-vengeful-license-audit-on-the-way-out/5268155)·[source day](https://highsignal.app/data/news?date=2026-07-08)

“MOST POPULAR AI - AI and ML OpenAI makes ChatGPT better at banter With GPT-Live, talking, listening, and formulating answers all happen at once - ai and ml The AI that spawned MechaHitler and deepfake porn...”

news·2026-07-09·[economictimes.indiatimes.com](https://economictimes.indiatimes.com/markets/us-stocks/news/is-broadcom-stock-a-buy-after-apples-massive-chip-pact/slideshow/132279957.cms)·[source day](https://highsignal.app/data/news?date=2026-07-09)

“Apple has significantly expanded its partnership with Broadcom by signing a chip supply agreement worth more than $30 billion. The long-term deal, which runs through 2031, will see Broadcom provide billions of advanced wireless connectivity chips...”

## spillover entities

[AAPL](https://highsignal.app/entities/AAPL)[TSM](https://highsignal.app/entities/TSM)

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Decision support, not stock advice. This signal is research with cited evidence — not a recommendation to buy, sell, or hold any security.

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