[cromwellian]

I don’t really see anything significant here about derisking their heavy dependence on Chinese assembly and supply chains which means they will continue to be over a barrel and subject to the whims of the CCP as well as US - China relations.

Plus the spreading of their small manufacturing fund over several states isn’t going to bring about an American Shenzhen, like with Silicon Valley, it needs to be a geographically centralized hub or nexus to get increasing gains from cross pollination between all of the firms.

Apple needs to be investing to lessen their dependence on Foxconn mainland manufacturing and logistics.