Intel built a bunch of chip fabs in Oregon, Arizona, Israel, and Ireland over the past couple decades.[1] TSMC has built a new fab in Arizona.[2]

It's difficult to transport petroleum over the rocky mountains, and California requires its own blend of gasoline for use in vehicles, so there is significant demand for oil refineries in the state. Fuel imports have increased significantly due to refinery closures.[3] Some companies are trying to build pipelines to connect the west coast to refineries in Texas, but it's unclear when or if that will happen.[4]

1. https://en.wikipedia.org/wiki/List_of_Intel_manufacturing_si...

2. https://en.wikipedia.org/wiki/TSMC_Arizona

3. https://www.eia.gov/todayinenergy/detail.php?id=65704

4. https://www.reuters.com/business/energy/california-refinery-...

The vagueness is really the crux of this whole thing. It makes it easy to argue about without really going anywhere. One can easily mold their own worldview around the points and make it about whatever they want.