Live data from Hacker News

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

apple.com

241–247 of 247 posts

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

#241

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.

> uses those dollars to bid up US assets. Predominantly US financial assets, like Treasuries and company equity.

Show me a bay area house that wasn't funded in substantial part by company equity.

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

#242

Earlier quoted context omitted.

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.

And what argument are you making? That starving is good?

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

#243
post #30

Earlier quoted context omitted.

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

Looks like they are trying to pull one of the oldest scams in the book...

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

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

#244

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?

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…

What's the received wisdom for the USA to (re)build it's own chip supply chain? I dimly recall $500b, 30 years, invest in domestic educational pipeline.

I'm 100% on board with federal industrial policy, public-private partnership, etc. So while I favor the idea of CHIPS act, I have no idea what's realistic.

(And it kinda pisses me off that Intel shunts taxpayer money to their investors. Seems like they don't even want to succeed.)

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

#245

Earlier quoted context omitted.

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

One of my favorite Russian proverbs translates to basically “the first pancake is always lumpy”.

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

#246
post #210

Earlier quoted context omitted.

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.

China run by engineers, America run by lawyers and you can still have a career in China as a merchant marine.

Winnie the Pooh is an engineer?

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

#247

Earlier quoted context omitted.

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.

And what argument are you making? That starving is good?

No, that you should advance your thinking past the 17th century.
Post reply on HN