No Taco: This Is Complete US Strategic Failure (phillipspobrien.substack.com)

• Inability of domestic fabrication to scale despite massive federal subsidies.
• Deepening vulnerability to Pacific supply chain volatility.
• Erosion of long-term technological independence and defense industry readiness.

"The analysis highlights the systemic failure of US initiatives to decouple semiconductor manufacturing from Asian reliance. Despite significant legislative incentives, the US has failed to build the necessary infrastructure or workforce capacity to achieve chip autonomy. This failure poses a direct threat to technological sovereignty and leaves critical infrastructure exposed to geopolitical supply chain disruptions in the Pacific, undermining Western industrial resilience."