If Intel is serious this time about letting third parties into their fabs then it could be quite the reversal of fortune. However, as I've said in the past Intel is most likely to do this with "alternate" process streams, in order to not expose their full capabilities to competitors.
High hopes but low expectations. Real estate in AZ could be a good investment though.
China’s stance on Taiwan is clear[1] but given Taiwan doesn’t agree, it has remained independent despite what China says. The same was true for Hong Kong until recently, however, so concerns remain.
The US is waking up to realizing that they have a heavy reliance on China for civilian goods and a slight to moderate risk that it might be disrupted or used against them in future.
The worry I suppose is that it might be easier for supply chain-based attacks to weaken US defences, not that we’ve seen anything like this in practice yet due to how easy it is to exploit existing software bugs, for example.
1. https://www.cfr.org/backgrounder/china-taiwan-relations-tens...
China broke its word and trashed the deal. Eventual certainty notwithstanding — the CCP demonstrated (as it has oh so many other times) that their word is unusually unreliable, even in the shitty arena of international politics.