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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

#141
post #66

Earlier quoted context omitted.

Not just experienced staff but an entire ecosystem of supporting startups, industry, talent, and infrastructure around the main fabs.

You forgot education in your list, which the current administration is also at odds with.

What are the current administration's education policies that you think will have the most negative impact on our domestic manufacturing capabilities?

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

#142

Earlier quoted context omitted.

It's been good for everyone. Quality of life in the US has risen with GDP.

"Let them eat growth!"

You say that like economic growth hasn't led to cheaper food.

We used to actually have starving people in this country, now we talk about "food insecurity".

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

#143

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?

Japan in the 1990s, ME sovereign wealth funds in the late 2000s, China in the mid 2010s.

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

#144

Earlier quoted context omitted.

even txco's?

You probably know this, they don't have wonky performance but are even bigger. An oven around a crystal.

Those would be OCXOs. TXCOs are just temperature compensated.

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

#146
post #66

Earlier quoted context omitted.

You forgot education in your list, which the current administration is also at odds with.

What are the current administration's education policies that you think will have the most negative impact on our domestic manufacturing capabilities?

Nuking international students and then making it so they can't stay after getting degrees here is one huge issue: https://www.piie.com/publications/policy-briefs/2026/class-d...

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

#147

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.

...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.

> uses those dollars to bid up US assets.

Predominantly US financial assets, like Treasuries and company equity.

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

#148

Earlier quoted context omitted.

"Let them eat growth!"

You say that like economic growth hasn't led to cheaper food. We used to actually have starving people in this country, now we talk about "food insecurity".

Ah, so now the bar has fallen to "people aren't literally starving (yet)." Amazing.

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

#149

Earlier quoted context omitted.

You probably know this, they don't have wonky performance but are even bigger. An oven around a crystal.

Those would be OCXOs. TXCOs are just temperature compensated.

Every time I trust my memory it betrays me.

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

#150
post #61

Earlier quoted context omitted.

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.

No; the person I replied to line about "having to transition these by the end of the year" was a reference to a fact that Apple's publicly announced deal with Qualcomm expires this year/early next year.
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