[Apple's $30B Broadcom commitment](https://www.cnbc.com/2026/07/08/apple-commits-30-billion-to-broadcom-for-us-chipmaking-push.html) is a signal worth parsing carefully. This isn't capex theater — it's a U.S. foundry bet that only makes sense if Apple's internal models show sustainable demand AND foundry margins that justify the bet. The data tells a mixed story. Broadcom's trailing revenue sits at $41.5B with a net margin of 40.1% — genuinely strong.

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