Do you really expect companies that can’t afford to do even simple assembly in the US to actually invest in manufacturing fabs that require endless amount of cash flow? It’s not software where you can generate cash from the thin air via service fees.
They can afford assembly in the US but it is cheaper to do it foreign. If foreign assembly was suddenly 8x more expensive, Apple would build their own assembly.
The ram prices makes fabs cost effective for a company like Apple because the current situation isn’t going away in a few years. And Apple owning their own fab doesn’t necessarily mean made local. They will do whatever is cost effective.
Do you really expect companies that can’t afford to do even simple assembly in the US to actually invest in manufacturing fabs that require endless amount of cash flow? It’s not software where you can generate cash from the thin air via service fees.
They can afford assembly in the US but it is cheaper to do it foreign. If foreign assembly was suddenly 8x more expensive, Apple would build their own assembly.
The ram prices makes fabs cost effective for a company like Apple because the current situation isn’t going away in a few years. And Apple owning their own fab doesn’t necessarily mean made local. They will do whatever is cost effective.