I am not going to pretend that I actually know the details of itar, but suffice to say my understanding is that it is in essence an export restriction on milita

I am not going to pretend that I actually know the details of itar, but suffice to say my understanding is that it is in essence an export restriction on military technology. Hence, while you can source certain aspects of the supply chain from abroad, you can’t offshore the whole industry wholesale, which is the main point. Even with the hubbub about TSMC, the chip maneuvering is only about bleeding edge chips, not the chip industry as a whole.