Set aside the mania, OP said: Food, oil, rare-earth elements, sugar, airplane frames, etc I put "food" and "airplane frames" in the "worth it for state interve

Set aside the mania, OP said: Food, oil, rare-earth elements, sugar, airplane frames, etc I put "food" and "airplane frames" in the "worth it for state intervention" category personally. Memory is obviously not food, the question is whether it is airplane frames at this point in time. Maybe? I'd give it a solid 55/45 maybe. But we shouldn't sponsor korean/taiwanese companies, so what's the plan for an American memory company?