WS #11707
Apple and Broadcom sign a $30B+ chip deal, bullish for AVGO and AAPL supply chain. SK Hynix's $28B Nasdaq IPO is 7x oversubscribed, signaling strong demand for AI memory chips. China may allow Alibaba, ByteDance, DeepSeek to buy Nvidia H200 chips in limited quantities, positive for NVDA.
Apple-Broadcom $30B Deal
Apple and Broadcom sign a $30B+ chip deal, bullish for AVGO and AAPL supply chain.
SK Hynix's $28B Nasdaq IPO is 7x oversubscribed, signaling strong demand for AI memory chips.
China may allow Alibaba, ByteDance, DeepSeek to buy Nvidia H200 chips in limited quantities, positive for NVDA.