> Meanwhile, the world's container ship capacity will have increased by some large factor (30%, 50%) to address the shortage.

Possible but I doubt it. Container ships take years to build, there are backorders, people ordering them make these forecasts, shipyards were hit by COVID as well, they require all those supplies in short supply right now to start building.

I think the silicon fabs popping up all over the world are not because of the demand spikes necessarily but estimated demand growth, political motives (very few countries are comfortable with current situation of most top end fab capacity being located in Taiwan).