France4 min read
Supply chain geopolitics
Apple's $30 billion Broadcom bet is a political hedge, not a chip order
Apple's new multiyear agreement with Broadcom, worth over $30 billion, funds a $1.5 billion expansion in Fort Collins, Colorado, for advanced RF components. The deal reflects onshoring as geopolitical hedge, not a technical breakthrough, and sets a precedent that few competitors can match.
2026-07-26