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Or use it to de-risk their supply chain.

Then why did the USG need to get involved to bring AAPL to the table?

Sure, supply chain redundancy is good, but that wasn't enough to get AAPL interested before.

Intel chip fab facility in Arizona came online recently, probably has something to do with it, the manufacturing capability didn't exist before.

So did TSMC's? And Samsung has a Texas fab.