Shouldn't countries wanting sovereign infrastructure create subsidies for creation of factories/job creation and also selling first/primarily within the region if it might cost on just a few million dollars (preferably a new competitor)
I think one flaw in my thinking could be that there might be a lack of experience within the people for something like this, do you consider it to be a factor and would it be difficult to hire people relevant to such fab?
Because TI has a ton of microcontrollers, power management ICs, opamps and so on that doesn't need or is even desirable to produce on smaller processes.
Yes, but that isn't where the increase in demand is. Those things are affected by fabs that could be producing them producing something else, but there will be some stock floating in the system so some resistance to increased prices needed to justify new fab resource, and if things correct a bit in the coming year the maths for a new build might look more dubious. Those with the money to fund a new fab right now are more likely to fund something capable of producing the newer part types. I could be wrong, but the fact that significant new fabs like that are not in progress right now would suggest not.
