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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

#101

What is with the phrase "increase spend"? It just seems gramatically .... off. Why not say "Apple partners with Broadcom to produce billions more US chips".

I hear this frequently in the US business community, as an alternative to "spending".

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

#102
post #100

Apple is already purchasing these Broadcom analog components that is made in the US. This isn't exactly new [1] ( Apple announces multibillion-dollar deal with Broadcom for components made in the USA ), and this was in 2023. I am not exactly sure what is the timing of this for. Why now? [1] https://www.apple.com/newsroom/2023/05/apple-announces-multi...

Probably to highlight us investment and get authorization for buying Chinese memory

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

#103

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 The company that moves (or starts) manufacturing here today might get run out of business when/if tariffs are repealed and their competitor already has production lin…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.

Over what timescale? Is the presumption that China, the country of one child policy, will do nothing about the problem?

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

#104

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…

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

#105

What is with the phrase "increase spend"? It just seems gramatically .... off. Why not say "Apple partners with Broadcom to produce billions more US chips".

It's much more specific. "Spend" would increase Broadcom's revenue. "Partners with" might be anything: investment, R&D assistance, whatever.

Both are public companies so they might be required to reveal these details

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

#106

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?

Tariffs are in every way inferior to the prior administration's CHIPS act and IRA, which are in the process of being destroyed merely because they had bipartisan support.

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

#107
post #97

What is with the phrase "increase spend"? It just seems gramatically .... off. Why not say "Apple partners with Broadcom to produce billions more US chips".

That's an ask for Apple, not us ;)

ugh

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

#108

Earlier quoted context omitted.

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.

The Belt and Road initiative is a nice try, but it's not a roaring success. The flaws of democracies are easy to see because of the openness, and whatever goes wrong usually do so over a long time. Dictatorships go wrong in more dramatic ways.

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

#109

What is with the phrase "increase spend"? It just seems gramatically .... off. Why not say "Apple partners with Broadcom to produce billions more US chips".

It's much more specific. "Spend" would increase Broadcom's revenue. "Partners with" might be anything: investment, R&D assistance, whatever. Both are public companies so they might be required to reveal these details

This is specifically finance language for budgeting and one of the better ways to speak about this given the public disclosure of this information is substantial for their publicly traded stock.

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

#110

Earlier quoted context omitted.

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

An arbitrary score that's meant to represent said years, not the actual output of those years. It's important to remember that money is not value. It's a score that's meant to represent value, but the value itself is entirely distinct.

People literally work their lives for that representation. It’s not the value itself but it’s a way to store and transfer certain kinds of value.
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