Akira Amari, a Japanese politician and semiconductor industry expert, believes that it is impossible for the United States to achieve self-sufficiency in semiconductor production. This has nothing to do with foundries, as the U.S. may manage to become self-sufficient in raw chip production needs, but the company is said to be unlikely to achieve a full supply chain for everything else required for chip production.
Countries such as Japan, Taiwan, the Netherlands, Belgium, and South Korea not only provide components needed for semiconductor production, but also invest heavily in machinery and chemicals.
Amari suggested that these countries should form a cooperative alliance to help strengthen domestic supply chains, rather than putting all their eggs in one basket to try to appease the United States. The announcement follows TSMC's pledge to invest an additional $100 billion in the United States over an unspecified time frame.
Time will tell whether he is right, but no country is likely to become self-sufficient in semiconductor manufacturing, no matter how big they are or what natural resources they have access to locally.