Comment by jingpostmedia

Exactly — this is CHIPS Act logic, not tariff logic. But the uncomfortable reality is that even with massive subsidies, reshoring mid-node RF components is very different from leading-edge fabs. Broadcom's FBAR filters are important but they're not the bottleneck. The real choke point remains leading-edge lithography equipment and the talent pipeline. Having watched Asia's semiconductor ecosystem up close, the US can throw money at fabs but replicating the dense supplier networks around Hsinchu or Suzhou takes decades, not election cycles. Apple's announcement is smart PR, but it's incremental capacity, not a structural shift.