I think there’s more to it - IIRC, this is Intel’s factory
Things that can mess up a batch- clean room not clean enough, vibrations from walking/vehicles/tectonic activity/lack of mechanical precision, temperature variations, impurities in chemicals or wafers, em interference, static charges, etc
We’re talking a few dozen atoms in the wrong place, the tolerances are minuscule when you’re making modern chips. A small problem in the supply chain, process, or the building itself could all kill your yield
I’m not an expert or anything, but I know this is a very unforgiving field
They already have a condition of “sell to an American entity or shut it down”