It takes years to open a new chip factory. And the kinds of chip factories that get opened here in the US are unlikely to be the kind required to solve the prob

It takes years to open a new chip factory. And the kinds of chip factories that get opened here in the US are unlikely to be the kind required to solve the problem that the car manufacturers are having, because they’re looking at old technology commodity chips that no one here in the US would want to make. That is unless you’re wiling to pay 10-100x more for them, through contracts that require you exclusively make and supply them here in the US, much like the US military does for chips that they really care about. But then it would take years for those kinds of contracts to make their way through all the various intermediaries, and third, fourth, and fifth parties, etc…. There’s lots of problems inside this “Perfect Global Multi-Year Hurricane” of supply chains.