this post was submitted on 03 Aug 2025
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Moving all manufacturing to the US is not even remotely viable.
It’s not viable without upsetting those who benefit from status quo, that’s for sure. Many people don’t seem to be happy with that status quo though. They picked wrong answer to the correct question but they weren’t that far off.
No, it's not remotely viable because something always has to come from somewhere. The US, or any particular place on Earth, does not have every necessary resource available. Or might only have poor quality/purity resources available.
So even if you were to somehow move every manufacturing pipeline into a single country, that country still relies on getting lithium from other countries where it's abundant, or magnesium, or titanium, or sulphur, or cobalt, or gold, or platinum, or perhaps even just decent steal.
And since you're getting those resources from other countries, it's far more logistically viable to process those resources in the countries where they're mined.
And since those country are already processing the resources, it'll also be logistically way better if they can process them into basic components too.
What are the resources required to build electronics that are unavailable in the US? There’s no infrastructure, yeah, but saying a country the size of US is limited in what’s available resource-wise sounds silly.
"Big" does mean "everything is available". But you are starting to ask the right questions:
What resources are needed to build electronics?
Where does one find these resources in abundance?
If you're actually interested in learning the answers to these questions, you can find out the average rare earth minerals needed for a CPU or a GPU. You can also find the resource distribution of minerals on Earth, and their expected purities.
You'll probably also figure out why certain countries make the diplomatic decisions that they do. Take, for example, the mineral deal between Ukraine and the US...