[GK3]

GK3 -- Intel's chip plant projects don't actually reshore very much imo.  The demand for semiconductors is high enough that even increasing domestic capacity is unlikely to decrease dependence overseas (plus, Intel doesn't outsource much of its production overseas, though I hear rumblings that this could change at 3nm).  Additionally, I need to see Intel's foundry model in action before I believe that Intel will be economically viable at soaking up domestic semiconductor demand.

Good points.  Last I heard Intel out sourced roughly 20 percent of its non CPU chips, mostly going to TSMC and UMC.  However, I do think they intend to bring back more CPU production to the USA.  I think a large percentage of their chips are made in Taiwan and there could be lots of issues with Taiwan down the road depending on what China decides to do.  We IMO we need to get enough production back to allow us to function if things fall apart in Asia.  Now is the time to start the change, not when things hit the fan.

[GK3]

GK3 -- Intel's chip plant projects don't actually reshore very much imo.  The demand for semiconductors is high enough that even increasing domestic capacity is unlikely to decrease dependence overseas (plus, Intel doesn't outsource much of its production overseas, though I hear rumblings that this could change at 3nm).  Additionally, I need to see Intel's foundry model in action before I believe that Intel will be economically viable at soaking up domestic semiconductor demand.

Good points.  Last I heard Intel out sourced roughly 20 percent of its non CPU chips, mostly going to TSMC and UMC.  However, I do think they intend to bring back more CPU production to the USA.  I think a large percentage of their chips are made in Taiwan and there could be lots of issues with Taiwan down the road depending on what China decides to do.  We IMO we need to get enough production back to allow us to function if things fall apart in Asia.  Now is the time to start the change, not when things hit the fan.