Comment Re:The missing detail is the split percentage (Score -1) 41
I've played this dance in other industries.
They will buy just enough from Arizona to keep it viable and show diversification, while buying most of it from Taiwan.
Arizona will probably be running a few batches a week, which keeps the processes in place and ensures that the knowledge is maintained and it is a viable source.
This might be 5% (made up number), 95% remains with Taiwan. The higher price impact is minimised, impacts on market etc. They might even be able to sell most of them as premium US products for defence and friends, or into the general US market to avoid tariffs.
It provides the safety net. If something happens they can relatively easily turn to knob and rapidly shift more production to Arizona because the initial set up work has all been done. But until then they will be minimizing quantity and maximising headlines.
So you're saying that we will have the capacity to quickly ramp up domestic production of an absolutely crucial strategic resource on demand (in case the world decides they're done sending us nice stuff in return for paper printed over with green paint, or if Taiwan gets invaded), while paying minimal costs for that? Oh absolutely. Except, why are you saying that as if it was a bad thing?