Source: AppleInsider News
Solidigm's proposed American NAND facility addresses genuine supply-chain anxiety among U.S. tech companies, but the timeline mismatch with Apple's immediate needs exposes a core problem: geopolitical reshoring rarely aligns with commercial production schedules. Even with government subsidies, new fabs require 3-5 years to scale, meaning Apple and other device makers will continue relying on Korean and Taiwanese suppliers during the critical period when export restrictions to China are tightening the global supply picture.