Excellent article. As is usual Government caused this problem and certainly will not be the solution.
There is a very large chip fab facility being built in Arizona by the Taiwanese. Hope they get up and running soon.
The author is correct about “Fabless” companies that just do engineering and out source Fab.
Much of that has to do with EPA regulations and Democrat NIMBY tendencies. They tie you up in court for years if you try to build a “foundry”.
We also need a government interested in making sure that we develop a non-political, engineering oriented and MANAGED Chip industry more robust than any other on the face of the Earth.
Global Foundries also has major US production in Malta NY and has expanded some recently. It can be done, even in a politically rotten place like NYS.