The difference is the massive strategic importance of not having such a reliance on a single location that your primary rival is claiming the right to take by f

The difference is the massive strategic importance of not having such a reliance on a single location that your primary rival is claiming the right to take by force at any time. Think of fabs as having similar advantages to being distributed as do data centers. Imagine the added cost and latency if every data center on Earth was located around SF?