Some U.S. allies are almost certainly going to bail out of the F-35 program. Spiraling costs, the ideology requiring VSTOL, and some bizarrely secretive aspects of the JSF project are conspiring to kill the F-35 as a viable option for countries like Canada.
A surprising thing is that countries taking part in development are not permitted complete access to program data. The U.S., despite making use of other nations expertise in the development and manufacturing of the F-35,is trying to keep some aspects classified from the nations who are supposed to buy the plane!
Some Canadian pundits have (not seriously) called for the F-35 to be ditched and the Avro Arrow resurrected. The Arrow was developed in the 50's as an interceptor and, other than being significantly faster than the F-35 is probably inferior for Canada's requirements. It was designed in the freakin' 50's! It really is amazing that Canada went from manufacturing other country's WWII propeller plane designs to building prototype's faster than today's state-of-the-art F-35 in just a little over a decade. The fact that the F-35 is significantly slower than a 55 year old jet really shines light on how compromised its design is.
There are many rumors surrounding the cancellation of the Avro Arrow since it was probably superior to any other interceptor of its time, and one that refuses to die is that the U.S. was pressuring Canada to drop the program since Boeing, Lockheed, etc. felt threatened by Avro. Avro was basically destroyed by the cancellation of the Arrow, and guess where Avro engineers wound up!
I mention all this because Canada, despite being a perpetually self-doubting nation, has significant aerospace and weapon expertise. Canada also has some pretty unique design requirements not met by any existing fighters. The budget to build fighters locally may not ultimately exist, but if the Canadian government decides to compromise to cut costs, the F-35 is a horrendous option. It doesn't meet Canadian requirements, isn't on time, is getting more expensive every day, and the U.S. is trying to treat them like turn-key installations rather than selling planes.
Why should the U.S. care? Every nation that bails on the JSF program will raise costs for those that remain. Once one nation leaves, a domino effect will likely ensue. Based on this article, I can't say that's necessarily bad!