Under U.S. pressure, companies like Taiwan Semiconductor Manufacturing and Samsung have announced huge U.S. plant plans in the past two years, investing tens of billions of dollars to move advanced technology capacity to the United States, despite the lure of U.S. subsidies, but also demanding them.

Not only that,And now they have a bigger problem, which is that the cost of the American plant is much higher than expected before it's even built,Chang, the founder of Taiwan Semiconductor, recently said that the cost of building a plant in the United States had risen by 100 percent, far more than the 50 percent increase previously estimated.

Samsung, like TSMC, last year set out to build a $17 billion 5nm fab in Texas,Now the cost has soared, to an estimated $25 billion, an extra $8 billion, or at least 55 billion renminbi.

The extra investment is mainly due to rising material and labor costs caused by inflation in the United States, accounting for about 80 percent of the increase. The bad news is that inflation will not end and costs will continue to rise if chip plants are delayed further.