T J Rodgers appeared on CNBC. In short, he said manufacturers didn't prepare and chips are not a just in time product, governments poorly run semi projects at best, a free government is the best environment for the industry citing China, Europe and the US when they meddled in the industry. He stated TSM is key and the twelve percent of chips the US provides are key chips and not just commodity chips. He feels government money shouldn't be used because the government's record is poor at best. No link available yet.