We are all ignoring the obvious solution to this. One of the benefits of being a global hegemon is having close allies who are good at things we are not.
Intel fell behind on semiconductors and now Phoenix is turning into an outlying suburb of Taipei while the children of TSMC engineers are making the local school district look like magicians.
All the US has to do is subsidize one of the Korean heavy conglomerates, probably Hyundai, and get them to start pumping out cargo boats out of say Louisiana or Georgia with the promise of a government buyer. This problem goes away by 2032.
Intel fell behind on semiconductors and now Phoenix is turning into an outlying suburb of Taipei while the children of TSMC engineers are making the local school district look like magicians.
All the US has to do is subsidize one of the Korean heavy conglomerates, probably Hyundai, and get them to start pumping out cargo boats out of say Louisiana or Georgia with the promise of a government buyer. This problem goes away by 2032.