[dehrmann]

For national security reasons, the fab side might be too important to fail, and the US government will continue to subsidize them in being 2 years behind TSMC. The x86 business is in a weirder place because switching to the latest TSMC node would be an immediate improvement and its problems are more tractable, but it's less strategically important (another domestic vendor with near drop-in replacements exists), and both datacenter and PC customers are seriously looking at other options.

[ngcc_hk]

Unless tame is a us based fab and a U.S.A. company even. Then … but probably before that Taiwan war started. Hence still have to have U.S.A. base in the next few years.