It's a neat picture of US vs China's mindset and societies - vertical integration is individualism (we'll do it alone) and exceptionalism (we are better than other companies at foundrying / machining). Versus central planning where things like manufacturing are part of a national plan.

Both have their place, but China is winning and has been for years now. They took over worldwide manufacturing because they were cheaper at it, first due to lower wages, but now due to their supply chains, resources, etc.