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Is It Making Sense to Have a Semi Conductor Manufacturing Force in the World?
The company is spending 12 billion dollars this year to start a plant in arizona, which will not be the three nanimeter. I think it's part of the biden administration's most recent bill to try and bring some semi conductor manufacturing here. They're also starting a fab in japan, that came out in their last earnings call. Yet they're doing some diversification, but i don't think it's for this reason. It's because they're basically getting free money to open fabs in other places. And morris has even made comments like, i don't thinks it makes any business sense for us to have the leading edge in s countries.