Mac shipments are growing, more

Welcome to 95 Mac Daily for Friday, July 10th, 2026. I'm your host, Chance Miller. We are sponsored this week by Backblaze. Leading off today, earlier this week, we talked about Broadcom reaching a new deal with Apple to see the company continue to collaborate with Broadcom on networking chips in the iPhone. Now, Apple has made that deal official as part of its American manufacturing program. A little under a year ago, Apple promised to invest $600 billion in the United States over a four-year period as part of the AMP. This new deal with Broadcom is its single largest American manufacturing program commitment to date. It's a $30 billion contract. Apple says that this will lead to the production of more than 15 billion U.S.-made chips and support hundreds of American jobs. It will also enable Broadcom to expand and modernize its manufacturing facilities in Fort Collins, Colorado, with a $1.5 billion capital expenditure investment. At this facility, Broadcom will produce advanced radio frequency components and advanced wireless connectivity technologies. Apple says the deal is part of its work to create an end-to-end silicon supply chain in America. Apple CEO Tim Cook said, quote, The cutting-edge components built in Fort Collins are essential to delivering the incredible performance and connectivity our customers expect, and we're proud to deepen our investments in U.S.-based suppliers that share our commitment to excellence and innovation." Again this is a billion commitment expected to run over the next five years In other news today after Apple started lobbying the U government for approval to use memory chips from CXMT the Financial Times now reports that the company is actively testing the components for devices sold in China. The backstory here is that a few weeks ago, Apple CEO Tim Cook said that the U.S. should reconsider its decision to restrict access to certain Chinese companies that could help ease supply constraints for memory components. As it turns out, Apple had already been seeking clearance from the Trump administration to purchase chips from CXMT, a Chinese company that the Pentagon has put on a blacklist because of alleged connections to the People's Liberation Army in China. A few days later, it was reported that Apple was in negotiations with two companies, YMTC and CXMT, to purchase memory chips made in China. Now, the Financial Times reports that Apple has already started testing CX-MT's RAM chips for devices sold only in China. Presumably, the company would continue to use memory chips from its other suppliers, like Micron, in devices sold elsewhere around the world. What's notable about this situation is that Apple technically doesn't need approval from the Trump administration to use these memory chips. While CXMT is indeed on the Pentagon's blacklist, there is no actual law preventing Apple from buying the chips anyway But what Apple is hoping to do is to get the blessing from the Trump administration to buy the chips To hopefully ease some of the blowback it might receive for working with this company The question at this point is whether the Trump administration will give Apple that go-ahead And if Apple would consider doing so even without that approval from the administration But with the soaring memory prices and Apple already raising prices on some of its products Apple clearly hopes that it can make a compelling case to use these chips from CXMT for devices sold only in China. We are sponsored this week by Backblaze. If you're building apps, editing video, or managing client work on your Mac, your files change constantly. iCloud keeps everything in sync across devices, which is great for access. Time Machine gives you a local backup. Backblaze adds automatic off-site backup with version history, so you can restore earlier versions or recover everything after a drive failure. You install it once and it just works in the background. For anyone who depends on their Mac every day, this complete setup makes sense. Start your free trial at backblaze.com slash 9to5Mac and use code 9to5daily for 20% off. My thanks to Backblaze for their support of the show. Next up today, new data from analysts at IDC shows that Apple was the only major PC vendor to post significant shipment growth in the second quarter of 2026, with the broader market declining for the first time in more than two years. IDC says that global PC shipments fell by nearly 5% year-over-year in Q2, dropping from 68 million units to 71.7 million units The data showed that the top-five vendor ranking was unchanged from a year ago, even as most major PC makers posted year-over-year declines In practice Lenovo held the top spot with 24 market share despite a 2 decline in shipments HP followed in second place with a 19 share and a 9 drop in shipments while Dell remains in third place with 13 share after a 5% decline in shipments. Apple, meanwhile, saw the Mac shipments jump by more than 10% year-over-year, giving the company a 10% market share, an increase of 1.5% year-over-year. Apple's total shipments during the quarter came in at 6.7 million units. IDC says that Apple's increase in market share coincided with the launch of the MacBook Neo. Apple also refrained from increasing prices at all during the second quarter. The most recent price increases announced took place during the third quarter. And unsurprisingly, IDC says that the 5% broader decline in PC shipments for the entire industry was driven largely by the ongoing memory supply crunch and resulting price increases. IDC warned that sustained price pressure could start weighing on PC upgrade cycles, leading to customers keeping their current products for longer periods of time and pushing off upgrades in hopes that prices eventually come down. That wraps up another episode and another week of 9to5Mac Daily. As always, it is very helpful to us if you head to Apple Podcasts and leave a rating and a review. You can find an ad-free version of the show at 9to5mac.com slash join for $5 a month or $50 a year. You can keep up with all of the latest Apple news on 9to5mac.com. Follow along with me on threads at Chance H. Miller. and we'll be back on Monday for a new week of Apple News.