Apple relies on Qualcomm for wireless technology and Broadcom for chip commitments, while Broadcom expands its business model through the VMware acquisition.

The entities involved

• Apple Inc. →

  American multinational technology company based in Cupertino, California

  • SPY charges higher expense ratios than VOO and SPYM, and Apple is noted as a top holding in SPY.02:58
  • Apple faces intense competition from rivals like OpenAI, Google, and Meta in the generative AI race, while Adobe also advances its AI capabilities.01:11
• Qualcomm →

  American global semiconductor company

  • Qualcomm acquired chip design company Nuvia and is resuming legal action with Arm.Tue 20:55
  • A Delaware jury awarded damages to Qualcomm after Arm Holdings breached an architectural license agreement.Tue 20:55
• Broadcom →

  American semiconductor manufacturer

  • Broadcom introduced HyperArmor, a new software solution designed to protect VMware Cloud Foundation's ESX Component Host Environment.03:03
  • VergeIO plans to replace Nutanix products, while Broadcom's telecom business remains valuable.01:41
• VMware →

  for-profit maker of virtualization software, acquired by Broadcom Inc. in 2023

  • TDX technology is attracting cloud service providers who operate virtual machines.Mon 17:31
  • VMware's infrastructure software business is leveraging advanced chip manufacturing to serve clients like Nvidia, Broadcom, and Alphabet, which is watched by Berkshire Hathaway.Sat 15:53

Related events

• Qualcomm and Broadcom are both active participants in the semiconductor markets.Wed 13:44
• Qualcomm is identified as a leading innovator and manufacturer.Jun 7
• The acquisition of VMware continues to pay off.Jun 7
• Apple is competing in the foldable smartphone market while actively reducing its dependence on Qualcomm chips.Sep 10
• Xiaomi phones are now confirmed to be utilizing the latest processors supplied by Qualcomm.Sep 23