It won’t.
Do you have any real knowledge about this?
I wouldn’t worry about it too much man, I completely made up everything in my post
Yes.
Cost is the major reason why. As an electric engineer, It is amazes me at how cheap many components are. iPhones would probably cost $5-10k if all the electronic components were made in the US.
They are. Intel, Texas Instruments, Analog Devices, ON Semiconductors, etc. all have some US production. But semi production fabs are very capital intensive and do have environmental impact, so it has been easier/cheaper to do it in Asian markets than in the US. International supply chains were working smoothly too, for the most part, until recently when they got hit with a 1-2 punch of trade war escalation with China and then COVID. Prior US leadership was making China nervous of getting locked out of the global semiconductor market, so China started buying up as many semis and semi production equipment as they could before getting completely isolated. Then COVID hit, and the uncertainty led corporate management teams to slow down inventory builds. But repeated US stimulus rounds kept consumer spending levels high, and tight semi inentories resulted. It takes about 2 years to build and equip a new fab in the best case scenario, but building political opposition to the size of US infrastructure investment plans may push the timeline out further. Buckle up.
TSMC is building a $12B N5 fab in Arizona, I think, and Samsung and a few others are also looking at fabs in the U.S. (just like Honda and others built production facilities in the U.S. for cars.) However, I agree that is years out.
