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Apple is America's semiconductor problem

semiconductor-digest.com

1–10 of 246 posts

Re: Apple is America's semiconductor problem

#4

Apple is a large beast for sure. With as much expertise as the author has. I didn't read solutions or ways forward. I suppose the main objective is awareness?

I think a solution is something the government needs to do, I don't believe there is a free market solution to a problem caused specifically by a free market.

Re: Apple is America's semiconductor problem

#6
I find the article compelling. He cited a lot of other articles, isn't making outrageous claims, provided concrete numbers, and isn't spinning unrealistic conspiratorial claims. The only core feature of human behavior we need to accept to believe the article is that some people are very greedy.

Re: Apple is America's semiconductor problem

#7
post #2

The article makes sense to me. Apple has such a large marketing clout, they are able to set the prices. So prices are so low, they can only be made using boarderline slave labor.

Are we buying the same devices? Apple hardware is notoriously expensive.

Re: Apple is America's semiconductor problem

#8
Intel also worked on modems for a long time, ultimately abandoning it and selling it to Apple, who has also not been able to bear fruit with that yet. Modems are hard but Intel with their experience could’ve stuck it out and had a competitive modem chip but instead focused on short term profits which have evaporated now. Note I own shares in both companies.

Re: Apple is America's semiconductor problem

#9

Apple is a large beast for sure. With as much expertise as the author has. I didn't read solutions or ways forward. I suppose the main objective is awareness?

It's mentioned towards the end,the author suggests extra taxes on phones made with all chips sourced from abroad.

Re: Apple is America's semiconductor problem

#10
post #2

The article makes sense to me. Apple has such a large marketing clout, they are able to set the prices. So prices are so low, they can only be made using boarderline slave labor.

Sounds like the tech version of Walmart killing the small town. Except they kill American “tech manufacturing” or whatever you want to call it.

It’s 100% about borderline slave labor pay. I used to think it was because chip manufacturing is very nasty but I think it’s both pay and subpar working conditions.

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