Comment by compounding_it

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.