I'm guessing the original OC is pointing to the enormous customer bases each store would have to service and how inadequate the amount of stores per borough are relative to the amount of customers
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AFAIK there are no plans to build fabs and that can change if there's political will
Even with low yields it's impressive what they have achieved, despite the sanctions, and they don't seem close to shutting the tap of investment in R&D
Why shouldn't Europe, with all it's advantages, attempt to craw back some autonomy?