[marcoglauser]

Final assembly in the US would probably be more expensive due to the following reasons:

1. Parts would still have to be imported. So each part will have tariffs added.

2. Some parts are sourced from China and would therefore face even higher tariffs.

3. Spinning up a final assembly in the US is expensive.

Given the current instability and chaos, starting a multi year project of spinning up a final assembly in the US is a risky move.

What if the tariffs are gone in 4 years? Now you have an expensive final assembly in the US that can't compete with the one in Taiwan anymore.