The speaker says the semiconductor supply chain relies on many inputs and materials from numerous places, making it very difficult to create or substantially expand the infrastructure.

“pipeline so so far we have relied first of all we're relying on the entire semiconductor supply chain that industry depends on tons of inputs and materials and whatever it gets from probably tons of random places in the world and creating that infrastructure or like doubling or tripling whatever that infrastructure it like the entire thing that's very hard work right so probably you couldn't even do it even if you just have shenzhen like that would be even”