Chip Industry Roundup: Micron, Apple, Quantum Deals

Major memory investments, a massive Apple silicon pact and fresh quantum computing funding dominated semiconductor news this week. Industry sales hit records while workforce gaps and construction hurdles underscored ongoing supply-chain pressures.

Micron raises its planned U.S. investment to more than $250 billion through 2035. The added $50 billion over last June’s figure aims to produce 40 percent of its DRAM domestically. Micron also committed $3 billion to U.S. supply-chain projects, including $500 million for GlobalWafers’ Texas wafer plant, signed a long-term memory deal with Ford and broke ground on a $9.3 billion expansion in Japan. Source: Semiconductor Engineering ↗

Apple commits more than $30 billion to Broadcom for custom silicon and wireless components. Broadcom will expand its Colorado manufacturing site by $1.5 billion as part of the multiyear pact covering a wide range of Apple products. The agreement highlights deepening ties between the two companies in RF, wireless and custom silicon design. Source: Semiconductor Engineering ↗

Oratomic raises $300 million to develop a fault-tolerant quantum computer. The funding will support a system based on reconfigurable atomic arrays trapped in focused laser beams. Separately, QuantumDiamonds secured $104 million to scale production of its quantum-based semiconductor inspection tools. Source: Semiconductor Engineering ↗

Global semiconductor sales reached a record $121 billion in May 2026. The figure rose more than 9 percent from April and more than 104 percent from May 2025 according to SIA and WSTS data. A separate analysis projects the U.S. semiconductor industry will need 189,000 additional workers to meet demand. Source: Semiconductor Engineering ↗

Solstice Advanced Materials agrees to buy Element Solutions for $14.5 billion. The deal adds Element’s electronics chemicals portfolio to Solstice’s specialty-materials business. Onsemi separately plans to divest two manufacturing sites in the Philippines and Pennsylvania. Source: Semiconductor Engineering ↗