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CRUS · Cirrus Logic, Inc. · Tenji

Semiconductors

CRUS

Cirrus Logic, Inc.

Date

Jul 6

News

Apple-Broadcom Deal Locks In RF/Wireless Chip Demand, Squeezing Second-Tier Suppliers

Apple reportedly extended its Broadcom chip supply deal through 2031, locking in ~$30B+ in wireless component revenue. Market reads this as neutral/known. The divergence: a 7-year lock-in structurally eliminates re-sourcing risk that has weighed on Broadcom's multiple. Long large-cap US semiconductor infrastructure plays with Apple concentration.

Good for ↑AVGOCRUS

Jun 27

News

Apple's CXMT Gambit Is a Stealth Lifeline for SK Hynix and Micron

Apple is lobbying the Trump administration to allow purchases from blacklisted Chinese DRAM maker CXMT after iPhone 18 Pro memory costs threatened to triple. If denied — the probable outcome — Apple has no choice but to pay up to Micron and other Western suppliers, gifting the memory oligopoly unexpected pricing power at a time the market is pricing a glut.

Good for ↑MUQCOM

Reuters·Jul 6

CRUS

Financial Times·Jun 27

Technology

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