Apple

Apple said its new Broadcom commitment should exceed $30 billion and produce more than 15 billion U.S.-made chips, giving semiconductor traders a fresh supply-chain data point.

Reuters and Counterpoint now point to the worst smartphone shipment decline on record in 2026. Traders are treating that less as a simple consumer-electronics slump and more as a market split: premium ecosystems and high-value components can still win, while low-end Android volume is getting squeezed out.