WS #11749
Micron accelerated US fab investments to over $250B through 2035, up from $200B, signaling AI memory demand is not peaking and supporting the 'memory wall' thesis. Apple signed a $30B multi-year chip supply deal with Broadcom through 2031, covering FBAR filters and RF chips, boosting AVGO shares 4% and reinforcing US semiconductor manufacturing.
Micron $250B+ US Fab Investment
Micron accelerated US fab investments to over $250B through 2035, up from $200B, signaling AI memory demand is not peaking and supporting the 'memory wall' thesis.
Apple signed a $30B multi-year chip supply deal with Broadcom through 2031, covering FBAR filters and RF chips, boosting AVGO shares 4% and reinforcing US semiconductor manufacturing.