I'll admit that I haven't followed the chatter about TSMC Arizona at all. But how does what you say square with https://semiwiki.com/forum/threads/tsmc-overseas-fabs-see-pr...?

I don't want to speak bad about them but it's just general demand for semiconductors at this point, everyone is just buying it all up because they can. The Arizona plant still doesn't seem to be pumping out and the self-sufficiency target for the US doesn't seem all there. Im sorry to be the bearer of bad news but honestly it's a culture that's hard to replicate and its how it somehow gets done in one country on Earth. The 2030 target for the states surely isn't happening, it's way too ambitious.

People really don't understand how this stuff is borderline magic turning silicon into these things. There's so much that can go wrong at every step, it's the most advanced manufacturing process on Earth.

Once upon a time chips went down in value but I don't think that's happening anymore, lot of other people seem aware of that. Not to mention the semiconductor talent is getting eaten up like pancakes everywhere.