Devices · 2h ago
Broadcom and Apple Extend Custom Chip Deal Through 2031
Broadcom and Apple have extended their custom silicon agreement to 2031, likely covering continued supply of wireless components for iPhones and other devices. The deal is not a new AI accelerator pact but an extension of their long-running partnership. Financial terms were not disclosed.
Meridian48 take
This extension signals Apple's reliance on Broadcom for connectivity chips, but it's more a supply-chain lock-in than a breakthrough in custom silicon.
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