We aren't talking about making new lug-nuts. A company can't just will a fab into existence.
For example, Micron is actively building a few new fabs. One of which has been in progress since Biden (pretty close to my home in fact). It's not going to be completed for another 5 years at a minimum. And this is a company that has the experience and partnerships for producing fabs.
Yes, a new company might decide they want to enter the market, but even if they decided, today, "Yes we'll do this" I'd expect a minimum of a decade before they start spinning out their first chips. That's also at least a $1T investment at this point to get started.
> And this is a company that has the experience and partnerships for producing fabs.
Not even they necessarily have the experience to do it! Intel has a policy called "Copy EXACTLY!" for fab construction where they make every irrelevant detail the same as their last fab, because they don't actually know which of the details matter.
Oh for sure. A story that gets told at the micron factory is that for a long time they'd experience chip failures at increased rates. During the night it was pretty good, but during the day these random failures would creep up.
After spending a lot of time studying the problem what they finally realized is they built the building too close to the interstate and vibrations from the interstate were ultimately making their way into the factory causing errors.
To combat this problem, they spent millions retrofitting shock absorbers onto the building.
It's not shocking that intel would do the same because even the slightest movements and vibrations can spoil the chips. Putting a restroom in the wrong spot might spoil a batch when someone flushes the toilet.