I've long been of the belief that, much like uranium enrichment, supply chain integrity of semiconductors will become a national security issue. We've seen it already in reverse with export controls being placed on GPU cards, and of course there is a reason the NSA operates its own chip fab. The threat to western economies of (for lack of a better term) "poisoned" chips making their way into phones, laptops, industrial SCADA equipment, etc. is real if nascent.

On-shoring top-tier manufacturers like is absolutely a win not just for the high-tech manufacturing sector but also for the US and allied countries.

>This is great news, and we should celebrate.

Couldn't agree more.