The reason there are not a lot of folks with the skills in the USA is because 30 years ago, the US labor market did not appropriately reward those parts of the chip building supply chain. Same dynamic as not paying construction workers enough, just with a greater time lag.
I think the distinction is still important, in that the time lag is large enough to have changed the current dynamics, even if they still match on longer timescales. Raising salaries a bit could stem the outflow of construction workers, and raising salaries sufficiently could bring folks like the prior commenter back into the industry. But as more time passes this gets less and less effective, because there's no one left in the industry to retain and no one with recent enough knowledge to pull back in.
