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Mac shipments are growing, more

Jul 10, 2026 · 7m

Summary

Host Chance Miller discusses Apple’s $30 billion deal with Broadcom for US-made chips, its testing of blacklisted Chinese CXMT memory chips for devices sold in China, and record Q2 PC shipment growth. Apple was the only major vendor to see significant increases, driven by the MacBook Neo launch, while the broader market declined due to memory supply constraints.

Topics discussed

Apple's $30B Broadcom deal for US chip manufacturing Apple testing Chinese CXMT memory chips for China market Sponsor: Backblaze backup solution Apple leads PC market growth amid industry decline Outro and support the show
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