I don't buy this for a minute. It's very easy to train people to work in factories and there are lots of Americans willing to do it if the pay is right. These companies are just complaining so they can get more federal handouts to offset the higher labor costs of onshoring.
Is it that the work is impossibly skilled or that there’s only so much demand to go around and the capital costs to build a state of the art fab is just astronomically high?