It’s not like the US industry has no experience with this, there is a long history doing it and expertise. Where do you think TSMC got the ball from? I don’t know exactly how many cycles ago Intel stopped. It’s just cheaper and maybe slightly better to get TSMC at the moment. So it’s not like the US is starting from scratch.
And this will be private, govt will seed it a bit. Companies see their own risk and want to mitigate it.
TSMC last I heard is setting up a plant in the us.
When I say momentary I’m talking 5-10 years, that’s why I said in the grand scheme of things. Long time horizon if you prefer. Taiwan will not have an unceasing advantage for decades to come.