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If Maryland produced 60% of the worlds’ semiconductors and was the only place that could make 3 nm chips, then more countries might be willing to risk global catastrophe over Maryland. Taiwan is a golden goose for most of the US economy that positively contributes to the line going up, and semiconductor manufacturing is one of the last technological edges the “West” has. The Department of Defense and its corporate halo are perpetually in a contrived state of disarray when it comes to talking about things that need money, from their supply chains to research. While it’s true that price gouging and rent seeking probably don’t lead to good weapon systems, I think the people writing this article are assuming the average policymaker already is onboard with the necessity of Taiwan, and they are emphasizing a shopping list of things that need evermore endless funding. If we ever actually went to war with China, then all these weapons companies would need to start making more weapons and less money.
The US will blow a trillion dollars on a failed F-35 program, but won't even build up its own semiconductor manufacturing industry. The US truly is fucked.