When did we start using the wording "increase spend"?
Probably around the same people started saying "I have an ask" and "that's a nice solve"
Apple to increase spend with Broadcom to produce billions more U.S. chips
131–140 of 247 posts
Re: Apple to increase spend with Broadcom to produce billions more U.S. chips
#132As 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 only 10%. They're not 20,30,40% anymore. Supreme court struck those down.
So this is just a tax on imports for mostly the middle class.
Furthermore, this is the results of the CHIPS Act, which gave incentives for TSMC to build the Arizona fabs.
Re: Apple to increase spend with Broadcom to produce billions more U.S. chips
#133Earlier quoted context omitted.
The US economy has been one of the best performing economies ever, which has been great for the country overall. Deeper economic ties with other super powers is also a pretty good at keeping the peace. While there are some specific issues, it's hard to argue it hasn't been good for the country overall.
Best performing for whom? If the type of prosperity you want to point to is "stock market go up," we need to talk about who owns the stocks and who doesn't.
It's been good for everyone. Quality of life in the US has risen with GDP.
Re: Apple to increase spend with Broadcom to produce billions more U.S. chips
#134As 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?
If you onshore production via tariffs while having low unemployment, you are basically forcing your population to build basic stuff despite them having better things to do.
This is somewhat justifiable with vital sectors like agriculture, but if you do this in an arbitrary way just for the sake of it you just make stuff more expensive and your workforce less productive for no gain.
Those dollars are not just vanishing abroad, you are getting actual stuff for them, and your citizens then don't have to spend their own time building it and can do something more productive instead.
Re: Apple to increase spend with Broadcom to produce billions more U.S. chips
#135Earlier quoted context omitted.
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.
Their aging population will pose an extremely serious problem in the coming decades.
If demographics are a problem for chipmaking in China, then it's good to compare against key chipmaking countries.
To compare, 2024 (UN) fertility rates (highest-lowest):[1]
US: 1.62
Japan: 1.23
China: 1.02
ROC: 0.86
ROK: 0.75 (where an increase to 0.8 in 2025 was cause for celebration, as is a predicted increase to 0.85 by mid 2026)[2]
US: +10%
Japan: -16%
China: -8%
ROC: -6%
ROK: -12%
[2] https://www.chosun.com/english/national-en/2026/01/24/IVHGRT...
[3] https://en.wikipedia.org/wiki/List_of_countries_by_past_and_...
Re: Apple to increase spend with Broadcom to produce billions more U.S. chips
#136Earlier 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.
Over what timescale? Is the presumption that China, the country of one child policy, will do nothing about the problem?
> Is the presumption that China, the country of one child policy, will do nothing about the problem?
I don't think they're foolish enough to invite the entire third world into the country to bolster low birth rates like the west does. So that leaves doing it the old fashioned way, which is a slow ship to turn around.
Re: Apple to increase spend with Broadcom to produce billions more U.S. chips
#137As 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?
> 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.
Much has simply been replaced by nothing at all, i.e. businesses shutter rather than deal with the mess, or ride out until the midterms to see if sanity and rule of law returns at least in Congress. The only ones who actually make an effort are the big companies like Apple that for one need to stay in Trump's good graces lest he slaps them with foreign-asset crap like he did with Anthropic and OpenAI, but also need to divest from China and Taiwan for geopolitical reasons.
Re: Apple to increase spend with Broadcom to produce billions more U.S. chips
#138Earlier 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.
It’s foolish to be completely dependent on anyone else, no matter how stable the CURRENT situation is. We’ve seen this with the gulf countries and Strait of Hormuz, China with rare earth metals, Ukraine with grains, etc. Once China goes to take Taiwan all bets are off…
Re: Apple to increase spend with Broadcom to produce billions more U.S. chips
#139Earlier quoted context omitted.
Best performing for whom? If the type of prosperity you want to point to is "stock market go up," we need to talk about who owns the stocks and who doesn't.
It's been good for everyone. Quality of life in the US has risen with GDP.
"Let them eat growth!"
Re: Apple to increase spend with Broadcom to produce billions more U.S. chips
#140Could 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.
The modems are made by _Qual_comm, not Broadcom. Different company.
Apple now designs its own modems, and its TSMC that fabs them. OP is asking if Broadcom might start fabbing those modems. This is not the case here, but you seem to ignore the fact Apple is a modem designer now.