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   Jason Koebler (jasonkoebler@mastodon.social)'s status on Saturday, 12-Apr-2025 14:11:59 JST Jason Koebler

   Here I explain why the idea that we are going to suddenly make iPhones in the U.S. is pure fantasy and if Apple WERE to do that it would come after several years of deep pain. The iPhone is perhaps the most global product that has ever existed: https://www.404media.co/a-us-made-iphone-is-pure-fantasy/

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     Jason Koebler (jasonkoebler@mastodon.social)'s status on Saturday, 12-Apr-2025 14:11:58 JST Jason Koebler

     in reply to

     It's not clear that Americans can even build the types of factories needed to make something like the iPhone. TSMC had to import workers from Taiwan on special visas to build its factory in Arizona. Half of the workers there are Taiwanese. Foxconn's factory in Wisconsin never opened

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     Jason Koebler (jasonkoebler@mastodon.social)'s status on Saturday, 12-Apr-2025 14:11:58 JST Jason Koebler

     in reply to

     Flexport's CEO, who handles international logistics, says some clients it works with have already *stopped plans to build factories in the US* because tariffs have made buying equipment to expensive

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     Jason Koebler (jasonkoebler@mastodon.social)'s status on Saturday, 12-Apr-2025 14:11:58 JST Jason Koebler

     in reply to

     Meanwhile, Apple's automation efforts are not going that well and there are still millions of human beings who work on it. Reshoring think tank suggests American workers in the same job make ~10x what a similar worker in Vietnam makes

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     Jason Koebler (jasonkoebler@mastodon.social)'s status on Saturday, 12-Apr-2025 14:11:59 JST Jason Koebler

     in reply to

     The idea of reshoring high-tech manufacturing isn't bad but it has to be done in a coherent and strategic way. Here is where Apple components are currently made. This is not coming back to the US overnight and probably not ever

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     stephen ryner jr. 🦉 (nuthatch@infosec.exchange)'s status on Saturday, 12-Apr-2025 14:12:06 JST stephen ryner jr. 🦉

     in reply to

     • stephen ryner jr. 🦉

     @jasonkoebler @nuthatch “Apple has what is among the most complex supply chains that has ever been designed in human history, and it is not going to be able to completely change that supply chain anytime soon.”

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