I can see two big pictures behind all of these connected dots:
Pic.1 is obvious, it is the FAB 2.0 model. But
Pic.2 is about to get all the value chain of the IT industry back to North America.
This is the declared strategy of BO's manufacturing project...
Today the differences in the cost of workforce is getting small, but the value to keep in close contact with partners and the market is getting more and more important. Well, we will see...