The talks about Xian facility are at least a couple of years old, nothing new here.
Solar is NOT profitable, it's a money sinkhole. Applied started it because US government was subsidizing it. Now that subsidy has dried up, it does not make any sense to keep doing in US. China keeps subsidizing, this is why this new part of the company goes to China.
Otherwise right, you outsource manufacturing, then you have to build engineering support there, then comes engineering development, then goes management, one level after another. Mark is at least VP level, so those screaming "let's outsource CEOs" can shut up now.