I figure supply chain migration is an incremental process and any progress is a win. In my mind some of the tech needs genuinely experienced staff and that must be seeded somehow.

Note I am talking out of my ass but this is how I see the picture. I have no experience in supply chain or manufacturing :)

I have 15 years experience working in high tech electronics manufacturing (for a global firm with factories around the world, including in the US and China) and can tell you the most difficult thing to manage is the supply chain. For time as much as cost, but if you have to ship a $.10 component 6000 miles to get it to a factory, it's pretty dang inefficient.

That said, you're right about cultivating new experience in younger generations. It's probably not surprising to hear that the majority of factory workers in the US are GenX or older.

Not just experienced staff but an entire ecosystem of supporting startups, industry, talent, and infrastructure around the main fabs.