This is spot on and I feel a lot of the comments here miss this context. Germany has tried this before and it was a gigantic waste - they build a fab somewhere at massive cost, claim it as victory because it's "invested locally", zero ecosystem materializes around it, and ten years later the fab is obsolete and shuts down. It helps nobody except the chip company.

Fab operators are hedging against future geopolitical conflict with China and how that will impact Taiwan. Many will scoff at this, but Intel, Samsung and others are putting serious money on it. The people that can still make devices when Taiwan is blockaded by Chinese battle fleets will make bank.

If they're willing to build a lot of processors rather than add dangerous features to use one chip or core or whatever maybe they can make it multiples of ten years this time ;-)

Wenn sie bereit sind, viele Prozessoren zu bauen, anstatt gefährliche Funktionen hinzuzufügen, um einen Chip oder Kern oder was auch immer zu verwenden, können sie dieses Mal vielleicht ein Vielfaches von zehn Jahren schaffen ;-)