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For sure. I wonder if there's an optimization available for a company that centralizes manufacturing for each continent, minimizing the "ship" and "plane" part of shipping costs.

Imagine iPhone factories in West Virginia, Romania, and India, to start. I suppose the economics depend on how much you can spread out component manufacturing: I know TSMC is the only manufacturer even capable of making the top-of-the-line iPhone SoCs at this point, but I suspect batteries, motherboards, cameras, metal, and glass have a little more competition.



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