That depends. Are you in the business of building, or in the business of using? It's the age-old management dilemma: It's cheaper and easier to 'Buy-Built' but

That depends. Are you in the business of building, or in the business of using? It's the age-old management dilemma: It's cheaper and easier to 'Buy-Built' but it leaves you dependent on the manufacturer. It's more costly, more difficult, and takes a lot longer to 'Build It Yourself', but you have complete say over everything in the acquirement process. The US recently shot itself in the foot regarding banning the the sale of semiconductors to China. The US manufacturers had been making a killing, selling hundreds of billions of dollars worth of semiconductors to Chinese companies every year. The Chinese were getting lots and lots of good and cheap semiconductors. A win-win situation. The US is now forcing the Chinese managers into the policy of 'Building Their Own'. Yes, it will be costly for the Chinese. Yes, it may take them a few valuable years to catch up. But when the Chinese get around to 'Building AND USING Their Own', those US manufacturers will be in big trouble. Why should the Chinese new fabs just produce for Chinese companies, when they can undercut and take over all those markets that the US chip manufacturers used to have? Just like Ford was displaced by Toyota, Intel will be displaced by some Chinese-named chip company. Like the Toyota-Ford displacement, that semiconductor-company displacement will happen more quickly than many people realise.