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[QUOTE="FrancoPizza, post: 5559879, member: 5195"] Heard from a source that Senator Crapo in Boise (on the Senate Finance Committee) was responsible for steering the 2nd fab to Boise. Regardless if they don't build two fabs in NY they will have to give all 6 billion back, so I think for the long game we're still more likely to see 2 fabs built here than not. Trump's amendment [I]increased [/I]Micron's requirement to build 4 fabs over Chips 1.0. This is basically a bigwig Senator using his clout to get a 2nd fab in Idaho versus a 3rd guaranteed in Syracuse (2 and 2 guaranteed instead of 3 and 1). So TLDR this decreases the odds that we'll eventually see a 3rd fab. Then again, demand may continue to outpace production, China may annex Taiwan, etc... so it's impossible to predict where things will stand in 10 years which is probably the earliest we'd be talking about #3 anyway. [/QUOTE]
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