Noesion Radarnoesion.ai
Market2026-07-30

Samsung Electronics and Broadcom announced on July 25, 2026 that they had signed a memorandum of understanding to deepen collaboration across memory and foundry technologies for AI infrastructure. The arrangement is described as worth more than $200 billion over the next five years, running through 2030, and covers supply of high-bandwidth memory and other memory products for Broadcom's AI accelerators. Foundry work would use Samsung's two-nanometer and below process technologies for Broadcom products including wireless broadband communications, and may extend to Samsung's advanced packaging for AI and networking chips. The deal follows Broadcom's $30 billion custom silicon agreement with Apple earlier in July 2026 and its April deal with Meta on a two-nanometer AI accelerator. Broadcom reported record second-quarter fiscal 2026 revenue of $22.2 billion.

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