- Rising U.S.-China tensions and the potential for a Taiwan conflict will boost the onshoring of chip manufacturing in the U.S. and Europe.
- Chips that power tech in general and the AI revolution, in particular, make avoiding supply chain disruption a strategic issue.
- Intel's US/Europe-based fabs make it a key player for a de-globalizing semiconductor industry.
https://seekingalpha.com/article/4748341-why-intel-is-poised-to-thrive-as-king-of-the-fabs-amid-rising-geopolitical-tensions