Intel is making the right capex moves to position itself for a future situation where Taiwanese production could get interrupted. Intel is right alongside TSMC and Samsung at the leading edge and it would be an exaggeration to suggest otherwise. Marginal differences in road map and quality over the short term don't tell us the full picture in a business where course-corrections take years and years to bear fruit.
20B in Ohio: https://www.intel.com/content/www/us/en/newsroom/news/intel-...
20B in Arizona: https://www.intel.com/content/www/us/en/newsroom/news/intel-...
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