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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

#231

Earlier quoted context omitted.

Every time I trust my memory it betrays me.

I treat my technical memories in discussions like the Russian proverb Reagan popularized in the disarmament negotiations with the Soviets. доверяй, но проверяй “Trust, but verify.” Meta: Yes, I did a quick search to verify some of this before replying.

I was more used to hearing the "Measure 7 times cut once" russian saying. :D

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

#233
post #103

Earlier quoted context omitted.

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

China has ALREADY transitioned from an "aging society" (7% of the population over 65) to an "aged society" (14% over 65). There are roughly five working-age adults to support every retiree today. This is going to crater. United Nations projections show that by 2050, that ratio will more than double, climbing past 50%. At that point, China will have fewer than two working-age adults for every retiree. The west grew ri…

Robotics will help China with the burden of supporting an aging population.

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

#234
post #179

Earlier quoted context omitted.

but wouldn't that give more opportunities for local students? The disadvantage is, they come, learn, leave, and take what they've learned to benefiting a competing nation, sort of training your replacement. Also, there is the security and IP theft aspect. What are the benefits?

The benefits are recruiting the best and brightest students from a pool of 8b people instead of only 300m people. And some of them (most, if encouraged?) will stay in the US after that and contribute to the economy.

I can't believe we need to rehash these tired arguments every time this is discussed. At this point, I'm convinced that some people are too jingoistic and simple-minded to believe the immense benefits that attracting the smartest people in the world has for the US.

"In 2018, there were 91 unicorn companies in the U.S., and 50 of them (or 55%) had an immigrant founder. Just eight years later, in 2026, those numbers increased to 775 U.S. unicorn companies (as of April 2026), and 455 (59%) have at least one immigrant founder"

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

#235
post #30

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?

Chips are specifically excluded from the tarrifs.

Please tell that to digikey because they keep charging me

https://www.digikey.com/en/resources/tariff-resources

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

#236
post #179

Earlier quoted context omitted.

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...

but wouldn't that give more opportunities for local students? The disadvantage is, they come, learn, leave, and take what they've learned to benefiting a competing nation, sort of training your replacement. Also, there is the security and IP theft aspect. What are the benefits?

They don’t leave unless you force them to.

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

#237

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.

But that wouldn't have made him, his family, and his cronies billions of dollars.

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

#238
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…

If Broadcom could filter out FBAR for me would happily buy some stock.

https://www.irs.gov/businesses/small-businesses-self-employe...

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

#239

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.

[flagged]

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

#240

Earlier quoted context omitted.

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

Yes, "People aren't literally starving" is incredible progress for humanity. Progress which has coincided with the incredible wealth creation (not transfer, those things are different) of modern times. Would you prefer to go back to a time were people were literally starving?

This argument, better articulated by Thomas Hobbes, would be right at home in 1651 were it was busy justifying the economic mismanagement of that time as well.
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