It'll be interesting to watch as congress balances vertical integration concerns with increased need for high-tech (like semiconductor) manufacturing.<p>Companies like AAPL and AMZN have shown multiple times, they are willing to invest past the barriers to entry to improve vertical integration, reduce their bottom line, but also give back some of those wins to their customers. Both of these companies are leaders in custom silicon, and it is only a matter of time before they prioritize the move into silicon fabrication as well.<p>Best case would be if, once mature, these companies would spin out subsidiaries which design generalized chips and fab chips for the entire industry. But if there is a push for regulation to have less vertical integration because of the enormous competitive advantages, its not clear where that line should be drawn for creating subsidiaries. It'll be interesting to know if their decisions to invest into things like semiconductor manufacturing will be impacted by regulation and which is the less bad choice accounting for the economy and national defense.