Apple company headlines, earnings, strategy, leadership, and market-moving business updates.
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A market debate is forming around how much consumers will absorb higher Apple pricing for iPhone and other devices, with some analysts arguing Apple’s demand is less price-sensitive than the broader market.
THE APEX TIMES
THE APEX TIMES
The companies say Broadcom will continue developing and supplying bespoke chips used across Apple devices under a multi-year agreement that runs to 2031, reinforcing Broadcom’s role as a specialized supplier even as Apple builds more in-house silicon.
THE APEX TIMES
Broadcom said it has extended a long-running chip supply partnership with Apple through 2031, keeping the focus on custom silicon commitments and the degree to which they smooth Broadcom’s earnings outlook.
THE APEX TIMES
A new long-term chip supply arrangement with Broadcom, alongside reporting on a wider iPhone roadmap that includes a first foldable iPhone tier, has reignited debate over whether Apple’s future growth is already reflected in the stock price.
THE APEX TIMES
A renewed, multi-year custom silicon agreement between Broadcom and Apple is giving investors a clearer view of future demand for Broadcom’s networking and wireless technologies, after concerns that Apple could increasingly rely on in-house designs.
THE APEX TIMES
A market strategist said last week’s drop in AI semiconductor stocks reflects worries about China-linked memory sourcing rather than a break in long-term demand, pointing to Apple’s potential ability to source some memory from China and to Nvidia’s planned Vera Rubin platform.
THE APEX TIMES
Ming-Chi Kuo forecasts constrained early shipments for Apple’s long-rumored foldable iPhone, with limited quantities in the second half of 2026 and more availability later.
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An extended, multi-year agreement points to a longer runway for Apple’s push into on-device and server-side AI. The deal also reassures investors that Broadcom’s biggest customer is not going anywhere.
THE APEX TIMES
The VanEck Semiconductor ETF (SMH) is up sharply in 2026, but according to a recent market note it holds no Apple shares, underscoring how widely “semiconductor” exposure can differ across funds.
