It’s kinda funny - half the parts on my boards are TI, but the Sherman fab only does rad-hardened components. It’s cheaper to ship me components from halfway around the world than it is to run a 120mm process node in north america.

Yeah, because the demand for parts in the US is a rounding error! Build that fab in the US and 95% of its output will need to be shipped to China, because that's where all the mass manufacturing happens.