The point there seems to be that Apple is pretending to invest and align with moving production to US, but it's really gobbling up the entire foreign production and not at all interested in the "patriotic" narrative, even if they are marketing themselves as such.
Basically, it's mostly: Apple is lying with their marketing, here's what proves they really don't care about moving production to US, but only about price and their profit margins.
Tim Cook has an obligation towards the shareholders and takes it seriously. As an Apple shareholder who doesn’t live in the US, moving to US chip suppliers would not help with his obligations towards me.
I do like the US - don’t get me wrong - but Apple is in the business of making devices, not making investments the government should be at least facilitating.
Basically, it's mostly: Apple is lying with their marketing, here's what proves they really don't care about moving production to US, but only about price and their profit margins.