The production facility is a real vulnerability but the shipping factor is overstated - total supply for silicone etching could be airlifted. It’ll be more expensive but not a crisis.

Making it isn’t hard. The issue is that it’s such a low margin product that anyone spinning up a facility will not see any decent ROI. And local govt won’t allow competition because it risks collapsing their whole market if both producers fail at a the same time.

This is what govt is good for, in respects to ensuring materials supply continuity for their domestic markets