What is this from?

Doesn't Trump want to essentially nullify the CHIPS Act because he thinks transistors are trans or something?

Not even joking.

There are more datacenters there

Build close to your customers

As for US, I think it’s partially political, partially practical. Close to data centers is practical. As for political, there’s fears about the collapse of Intel and the invasion of Taiwan, as well as Trump wanting to strut. As for EU, there have been no incentives or advantageous policies for existing producers, so it’s not even considered interesting or viable rn