I think there are some things where a lot of the silicone actually comes from the US, or the designs are static enough that domestic manufacturing could make a lot of sense. I was specifically pitching consumer GaN power supplies, which are simple enough that you can build them without your supply chain blowing up every 3 months or without having to always get the newest and greatest machinery.
Something like a smartphone would be borderline impossible to do well in the US and keep up with trends.
Something like a smartphone would be borderline impossible to do well in the US and keep up with trends.