russel
./_dazed_and_confused
Yes, when you can supply world demand from 3-4batches per month and to a JIT market, there's no incentive to run from more than a single fab. Yes, you can move production to a different fab but it's a lot of work.
Critical parts may be qualified for production at a different fab and ready to be switched on in 6wks but who's going to pay for that contingency?
We used to supply a sensor maker with chips for braking systems and when we had a fire it quickly dried up the supply. Got around it by sending partially fabbed wafers for some layers out to other suppliers but that was not a big fire like AKM.
Do you work at semefab?