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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

#2

Post by ruperthair »

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?

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

#3

Post by Isamu »

>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 technologies in telecommunication realisations. FBAR technology complements and in some cases competes with surface acoustic wave (SAW) technology and FBAR resonators can replace crystals in crystal oscillators and crystal filters at frequencies more than 100 MHz.

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

#4

Post by hilariously »

ruperthair wrote: post #2

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?

It's adding a huge amount of economic turmoil, businesses are not investing because there's no certainty, and there's no more "local investment" except in newspaper articles.

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

#6

Post by close04 »

ruperthair wrote: post #2

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?

> causing fewer dollars to leave the country

Might cause fewer dollars to enter the country too. Closed doors block both directions. Other countries are watching and responding in kind. Maybe not that much at first out of fear of retaliation but builds up momentum.

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

#7

Post by spamizbad »

ruperthair wrote: post #2

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?

This is more about the CHIPS act than the tariffs.

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

#8

Post by tiffanyh »

Could 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.

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

#9

Post by riddlemethat »

ruperthair wrote: post #2

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?

If it had been done with coordinated investment/lending from the government to spur domestic production it’d be a very good move. The economy is stalling (outside of tech) because there is no money for increased production domestically.
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