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Apple to increase spend with Broadcom to produce billions more U.S. chips

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11–20 of 247 posts

Re: Apple to increase spend with Broadcom to produce billions more U.S. chips

#11

As much as I hate the source of the tariff policies, from an uneducated outsider PoV, they do seem to be causing fewer dollars to leave the country in imports. How does it feel from an insider perspective? Are the increased costs on imported items and dependent services worth it for a bit more local investment?

Please provide sources for your feelings, as the facts all seem to indicate that the deficit is rising. As well as inflation. And the national debt.

https://tradingeconomics.com/united-states/balance-of-trade

None of his promises ever come to fruition. Stop hoping.

Re: Apple to increase spend with Broadcom to produce billions more U.S. chips

#12
post #10

When did we start using the wording "increase spend"?

Marketing departments everywhere have been letting internal corpspeak just leak out lately. OAI's announcement shutting down Sora was similar:

> To everyone who created with Sora, shared it, and built community around it: thank you

"built community"?

Re: Apple to increase spend with Broadcom to produce billions more U.S. chips

#13

As much as I hate the source of the tariff policies, from an uneducated outsider PoV, they do seem to be causing fewer dollars to leave the country in imports. How does it feel from an insider perspective? Are the increased costs on imported items and dependent services worth it for a bit more local investment?

No company can plan based on the tariffs. There is zero guarantee that then next government won't revoked them or that the current one won't flip-flop. Local manufacturing doesn't swing on a 2-4 (or 6 or 8) year timescale. There needs to be consistency.

The company that moves (or starts) manufacturing here today might get run out of business when/if tariffs are repealed and their competitor already has production lines in other countries ready to go. Heck, the factory might not even open before the winds shift.

No one can accurately plan with the uncertainty.

All the big names like Apple are just paying lip service to this. They are throwing, quite literally, pocket change or funds from the government (like CHIPS, which was less ham-fisted than the tariffs IMHO but still not something that's going to change the landscape overnight) at these endeavours to appease the current admin in favor of reduced/removed tariffs on _their_ products and good PR.

If congress wanted to actually do their jobs instead of both them and the judiciary abdicating their responsibility to the executive branch then _maybe_ we'd have a chance in hell. Until then you can look forward to more flip-flopping as the government changes and the smaller companies continuing to be ground under the heel of large corporations who can weather (or bribe) their way out of the tariffs.

Re: Apple to increase spend with Broadcom to produce billions more U.S. chips

#14

As much as I hate the source of the tariff policies, from an uneducated outsider PoV, they do seem to be causing fewer dollars to leave the country in imports. How does it feel from an insider perspective? Are the increased costs on imported items and dependent services worth it for a bit more local investment?

This is more about the CHIPS act than the tariffs.

If Trump sat on his hands for four years, he'd have been the best President ever.

Re: Apple to increase spend with Broadcom to produce billions more U.S. chips

#15
post #3

>Broadcom will produce advanced radio frequency components — including FBAR filters Thin-film bulk acoustic resonator https://en.wikipedia.org/wiki/Thin-film_bulk_acoustic_resona... >Trends to utilize RF spectrum more efficiently with higher frequencies than roughly 1.5–2.5 GHz and in some cases also simultaneously with increasing RF output power have supported FBAR technology to become one of the key enabling techno…

Fascinating. I suppose they can be smaller than quartz crystals?

Re: Apple to increase spend with Broadcom to produce billions more U.S. chips

#16
post #8

Could this simply be to provide chips for the products that still haven’t transitioned yet over to Apples in-house C chip. Like: Apple Watch, most models of iPads, Pro model of phones, etc. Because without this deal, Apple would have had to transition all products by end-of-year.

This sounds like specialized analog components. Not the modem.

Re: Apple to increase spend with Broadcom to produce billions more U.S. chips

#17

Earlier quoted context omitted.

This is more about the CHIPS act than the tariffs.

If Trump sat on his hands for four years, he'd have been the best President ever.

More usually expressed as "if he only played golf".

Re: Apple to increase spend with Broadcom to produce billions more U.S. chips

#18
post #3

>Broadcom will produce advanced radio frequency components — including FBAR filters Thin-film bulk acoustic resonator https://en.wikipedia.org/wiki/Thin-film_bulk_acoustic_resona... >Trends to utilize RF spectrum more efficiently with higher frequencies than roughly 1.5–2.5 GHz and in some cases also simultaneously with increasing RF output power have supported FBAR technology to become one of the key enabling techno…

Fascinating. I suppose they can be smaller than quartz crystals?

Very little uses crystal oscillators, they’re gigantic compared with electronics today and have very wonky performance over temperature and shock.

Re: Apple to increase spend with Broadcom to produce billions more U.S. chips

#20

As much as I hate the source of the tariff policies, from an uneducated outsider PoV, they do seem to be causing fewer dollars to leave the country in imports. How does it feel from an insider perspective? Are the increased costs on imported items and dependent services worth it for a bit more local investment?

The tariffs haven't made any difference in the trade deficit. There was a large peak just before the tariffs went into effect but since then the deficit has been largely the same as it was before the tariffs.

https://www.bea.gov/news/2026/us-international-trade-goods-a...

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