Agree that chip manufacturing is a component of the decision making and contingency planning. I disagree with drawing too much of a conclusion about US intent from it. If things work out, the US will happily continue importing chips even as our own capacity grows.

Part of the push for US Chip manufacturing is finally recognizing it as a national defense issue. The US isn’t the only country doing this (setting up their own). Modern militaries are crippled without chips. So it’s not necessarily a definitive line to the Taiwan policy.

While, I don’t disagree that it’s a factor, but I would debate the inference and weight of the factor.