I read an article recently where these us chip plants are waaay behind schedule for various reasons. ie Chinas deadline to invade Taiwan will arrive before these plants are ready.
I read that also just a few days ago...it was Arizona new construction that was the years behind schedule, blamed on everything from labor shortage, cost overruns and material shortages. That's just talking about the plant structures themselves....let alone making any chips.
I do know firsthand that making big pours in the heat months down there is very very difficult, most big jobs just end up putting the batch plant on the jobsite and budgeting for nitrogen cooling in the pours. Hugely expensive by any metric.
