My guess it that it is like a refinery, building the factory takes too long with a large capital outlay. For instance, it may take a year or two to build and c

My guess it that it is like a refinery, building the factory takes too long with a large capital outlay. For instance, it may take a year or two to build and cost (let's guess) $500M. Now in that time, let's say all the existing players ramp back up (or expand!!) and there is no shortage. You now are producing chips that are cheaper elsewhere and it is hard to recoup your investment. Also, you may be limited on where you can find people with expertise in this area.