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by compounding_it 33 days ago
Fabs are notoriously costly and time consuming to setup by which time you become obsolete, assuming you even have access to equipment which will take years to reach you. I wouldn't be surprised though if Apple was considering becoming a fab at this point regardless. Apple has a history of not letting its suppliers toy them around. Given the political and AI pressures going on, I think apple could just decide to make its own SOCs and memory at some point in America. Unfortunately the person who could can pull this off is retiring.