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

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

#71

Post by groundzeros2015 »

nixon_why69 wrote: post #39
AbrahamParangi wrote: post #23

Earlier quoted context omitted.

The tariffs have been highly destructive to local manufacturing because in the US we mostly build complex things made out of simpler parts which we import. The cost of everything we build simply increased and as a result many businesses selling relatively higher margin, higher complexity products had to scale back or shut down. More to the point, the notion that dollars leaving the country is a real problem is really…

Also, by definition, if dollars left the country then stuff came in. We literally traded bit flips in a database for tangible stuff.

Bit flips in a database = years of people’s labor and planning

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

#72

Post by lotsofpulp »

joering2 wrote: post #43
fragmede wrote: post #33

Earlier quoted context omitted.

Apple invested 3x the Marshall Plan into China. Imagine if they'd spent that on the US instead.

Easy to imagine - phones would be 1.5x more expensive than they are now, from get go. The cheap electronics (and goods in large part) have been hallmark of "quality of life in USA" for decades; I still get iPhone and Lenovo laptops 40% cheaper than family members living in Europe. However, it seems that Americans are so tired of growing prices that they are getting used to paying them. Just yesterday there was an art…

>Just yesterday there was an article that summarized oil price drop 40% from when the war cooled down, but prize at the pump went down only 12%. The big oil explains this that people will buy gas anyways, so why lowering the price?

Because the gas station across the street will sell it for less. Because a different refinery will sell it to the gas station for less. Gas prices are the pump and oil prices in the commodities market don’t move in perfect unison. But they do move eventually.

Wild how some ragebait “article” can erase people’s memory of gas prices going down. Not to mention that gas at the pump has taxes/labor applied to it that can also change.

https://www.macrotrends.net/2501/crude-oil-vs-gasoline-price...

https://www.macrotrends.net/3591/us-gasoline-prices

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

#74

Post by ahartmetz »

MrBuddyCasino wrote: post #15
Isamu wrote: 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?

If you find that fascinating already... did you know that all cellphones use mechanical filters in the GHz range? They combine very good performance with very low energy consumption.

https://en.wikipedia.org/wiki/Surface_acoustic_wave

https://de.wikipedia.org/wiki/Akustische-Oberfl%C3%A4chenwel... (pictures)

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

#75

Post by throwaway2037 »

selectodude wrote: post #48
smallmancontrov wrote: post #44

Earlier quoted context omitted.

...and then whoever sold us the goods turns around and uses those dollars to bid up US assets. Next time you are bidding for a house, take some time to appreciate just how expensive those bit flips have made things. It did make it easy to raise capital, though, which is nice.

Don’t blame imports for our sclerotic country banning construction nationwide. Plenty of countries have spent billions on new construction in the US and gotten smoked. The buildings still stand though.

    > Plenty of countries have spent billions on new construction in the US and gotten smoked.
I don't follow here. Can you explain and provide an example?

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

#76

Post by joshstrange »

znpy wrote: post #59
joshstrange wrote: post #13

Earlier quoted context omitted.

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 lin…

> 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. Indeed, but the role of a government is to steer/push private initiative in a certain direction. Tariffs and stuff are steering private companies towards building s…

Tariff introduced by congress? Sure. Tariffs introduced by fiat? No.

The fact that a president can create them out of thin air means they can be removed just as easily. I'm not anti-tariff or anti-re-homing-production (where it makes sense) but the _way_ it was done is my problem. Additionally there was no ramp, it was 0->100 immediately. A bill passed by congress to slowly ratchet up tariffs or similar over a period of time would have a much larger impact IMHO. It would give companies the ability to plan instead of just react. The tariffs were enacted in a timespan that made it impossible to move production local before they went into effect. Additionally, tariffs being applied unequally is terrible, it just means whoever has the biggest bribes (solid gold plaque holders anyone?) or can pretend they are moving manufacturing back to the US gets an advantage.

The amount of power held in the executive branch is unacceptable. Just look at how they raided/repurposed the CHIPS act money to force Intel (which I have no real love for) to sell a stake to the government.

Authoritarian governments are bad for business.

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

#77

Post by nixon_why69 »

groundzeros2015 wrote: post #71
nixon_why69 wrote: post #39

Earlier quoted context omitted.

Also, by definition, if dollars left the country then stuff came in. We literally traded bit flips in a database for tangible stuff.

Bit flips in a database = years of people’s labor and planning

No, it's literally just bitflips. The supply of dollars increases by trillions a year between fractional reserve banking and, depending on the year, fed policy. We're not even printing them.

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

#78

Post by mywacaday »

FuriouslyAdrift wrote: post #67
joshstrange wrote: post #13

Earlier quoted context omitted.

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 lin…

Any company should definitely be planning for the inevitable decline or elimination of China as a production and/or trading partner. If not caused by politics, then by demographic crash.

I'm curious why you think China will decline or be eliminated, I always thought that China was a reliable as a production/trading partner and that they planned for decades ahead with programs like Belt and Road Initiative unlike western politics that only looks as far as the next election. Very open to correction on this though, thinking about it not sure what formed my opinion on this.

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

#79

Post by nixon_why69 »

throwaway2037 wrote: post #75
selectodude wrote: post #48

Earlier quoted context omitted.

Don’t blame imports for our sclerotic country banning construction nationwide. Plenty of countries have spent billions on new construction in the US and gotten smoked. The buildings still stand though.

> Plenty of countries have spent billions on new construction in the US and gotten smoked. I don't follow here. Can you explain and provide an example?

The point is foreigners reinvesting those dollars into development in the US is... even more stuff in the US in exchange for bits.

Yes, it's owned by foreigners and sends cash overseas but all of the economic activity is here and if push came to shove.. they're not exporting the building.

It's not all gravy, there are issues with having global capital so deeply involved in the country, but it's better than the alternative, there's a reason Americans live so well and its not because they're all smarter or harder working.

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

#80

Post by Hikikomori »

znpy wrote: post #59
joshstrange wrote: post #13

Earlier quoted context omitted.

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 lin…

> 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. Indeed, but the role of a government is to steer/push private initiative in a certain direction. Tariffs and stuff are steering private companies towards building s…

Why would when when they can just bribe the current government to be exempt?

If tariffs were planned, steady increase on a long term we might see a good effect. Like tariffs were used before this trump admin.

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