The US has recently been subsidizing the development of an alternative supply chain for GaN and other similar semiconductor in Japan (eg. the TI announcement), India [0], Phillipines [1], Australia [2], etc
[0] - https://www.state.gov/new-partnership-with-india-to-explore-...
[1] - https://www.csis.org/analysis/new-trilateral-chapter-united-...
[2] - https://www.ussc.edu.au/expanding-the-national-security-inno...