I see the "geopolitical" angle again and it's still not vindicated by this announcement. Nothing that Gelsinger said indicated he came to those decisions by seeing what was cookin' on the threat board:
> We are committed to ensuring this capacity will support commercial customers, as well as address unique government and security requirements in the U.S.
Geographic distribution makes a certain amount of business sense and getting those nice DoD contracts makes even more.
What doesn't make sense is China having Wing Attack Plan R ready to go against TSMC and Samsung.
> We are committed to ensuring this capacity will support commercial customers, as well as address unique government and security requirements in the U.S.
Geographic distribution makes a certain amount of business sense and getting those nice DoD contracts makes even more.
What doesn't make sense is China having Wing Attack Plan R ready to go against TSMC and Samsung.