We can’t limit our supply chain for strategic resources to preserve an incentive to defend an ally. That’s nutty.

Chips are the kind of thing where they’re just aren’t enough of them being made. If we come up with a new way to produce more of them cheaply, that won’t suddenly flood the market with cheap chips It will just marginally bring down the price of chips they compete with.

There’s also a zero sum thing going on here, It’s not just that we need chips We need to make sure the China doesn’t get them and that strategic goal remains regardless of whether or not we start producing them elsewhere too.