There's Intel today but, also, presumably this could be done with GloFo? They were in the midst of research into 7nm processes but stopped due to competition. Feels like investment there could work faster than 20+ yrs.
Sematech was the last US government effort to improve US competitiveness in semiconductors. It's still around but isn't a US government initiative any longer.
He's saying you can't make arbitrary chips at the Intel fabs. So you could end up with a proverbial car with no wheels. Looks cool but it ain't going anywhere.
I think I'd appreciate a [citation needed] as well.