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Qualcomm, National Security, and Patents – Stratechery by Ben Thompson

I can see why the New York Times (and most other commentators) immediately attributed this decision to protectionism: not only does that match President Trump’s rhetoric both on the campaign trail and also in office, but it follows closely on the decision to impose tariffs on imported steel. Moreover, Broadcom is a Singapore-based company (and Singapore is a U.S. ally) that had promised to move back to the U.S. . National security, at least at first glance, looks like a fig leaf.