[harpseal]

I mean, whats Intel going to do when China "nationalizes" their fabs?

Collect on the US government's political risk insurance so the loss goes directly to teh American taxpayers.

[Krafty123]

Wrong, it will take a year or two at the least too build new fabs. AMD (fabs in Austin & Dresden, as well as outsourcing to IBM) will get all their business in the meantime. Nobody has the excess capacity to pick up the slack.