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Apple and Broadcom have extended their custom-chip partnership through 2031 under agreements expected to exceed US$30 billion, reinforcing Broadcom's position as a critical Apple chip supplier.

Apple’s $30B Broadcom Deal Signals Expansions in AI, U.S. Supply Chain

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eetimes.com 2026-07-10 Alan Patterson

Apple’s $30B Broadcom bet drags AI data centers and U.S. chipmaking into its orbit… and may hand Intel a lifeline.

Apple Broadcom AI Data Centers U.S. Supply Chain Semiconductor Manufacturing Custom Silicon Wireless Connectivity RF Components

How semiconductors are turning Gujarat into India's next electronics powerhouse

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digitimes.com 2026-07-10

For years, India's electronics manufacturing has clustered in a handful of states — mobile-phone assembly around Greater Noida in Uttar Pradesh, and a broad electronics and EMS base across Tamil Nadu and Karnataka, where the iPhone was first built in Bengaluru. India's semiconductor push is now redrawing that map, pulling the center of gravity westward to Gujarat.

PCB midplane snags cast doubt on Nvidia's Kyber rack timeline

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digitimes.com 2026-07-10

Nvidia has denied reports that its next-generation Kyber AI rack system could be delayed to 2028, saying its product roadmap remains unchanged, after SemiAnalysispointed to manufacturing challenges in a key PCB midplane as a potential bottleneck for the Rubin Ultra platform.

Analysis: Samsung, SK Hynix, and Micron's diverging approach to HBM4 base dies

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digitimes.com 2026-07-10

Samsung Electronics, SK Hynix and Micron Technology are taking different manufacturing paths for the logic base die in HBM4, opening a new front in the competition over advanced memory performance, yield and supply.

ASML (ASML) Outperforms Broader Market: What You Need to Know - Yahoo Finance UK

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uk.finance.yahoo.com 2026-07-10 Yahoo Finance UK

ASML (ASML) Outperforms Broader Market: What You Need to Know - Yahoo Finance

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finance.yahoo.com 2026-07-10 Yahoo Finance

Semiconductor ETFs Roar Back: SOXX Pulls In $5.4 Billion in a Single Day - ETF.com

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www.etf.com 2026-07-10 ETF.com

Onsemi’s Synaptics acquisition could unlock long-term synergies, says Bank of America - Proactive financial news

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www.proactiveinvestors.com 2026-07-10 Proactive financial news