https://www.intellinews.com/irgc-threatens-to-strike-us-tech...
In any case, though manufacturing may not be too badly affected, if the Iranians can pull this off, they would discourage further investment in Israel and raise the economic costs of the war for the US, which would be an geostrategic Iranian win of the "low hanging fruit" variety.
Yes in Israel and part of the West Bank (the Mellanox founder tried to expand Nvidia's footprint in the region until his daughter was murdered at Nova).
Outside of Israel, not really excluding data centers which are leased.
That said, most tech companies have already been operating in Israel for decades under constant barrages already (eg. Had a family friend who was working at the Intel fab when Hezbollah was attempting to shell it during the 2006 war and the AWS skyscraper was targeted by an ISIS suicide bomber 2 years ago but foiled).
In most cases, we in the US were already being targeted by Iranian APTs before this conflict and before 2023.
> if the Iranians can pull this off, they would discourage further investment in Israel
For much of tech, the calculus hasn't changed for investing in Israel. It's hard to find similar ecosystems for cybersecurity, defense tech, chip design, and some aspects of material sciences.
And those regions that are complementary (eg. Czechia, Poland, India), the companies are either Israeli operated or Israeli funded.
This is true of any war. That’s damning for the party that starts a war of choice. But it’s no vindication for the regime that’s built itself up as a regional pest, including sponsor of actual terrorism against ordinary people, for years.
Iran has been very liberal with what it considers military targets. There is no evidence rejecting military work has protected anyone from it.
I'm sure some people will paraphrase Radoslav Sikorski: "Thank you, Iran!"