The argument is war. If china and the us go to war tomorrow, the us is at an industrial disadvantage.
Does this mean you need to build “everything”? No, that would be inefficient (and probably unrealistic). But the more critical something is the “closer to home” (geopolitically speaking) it should be able to be sourced.
Buying semiconductor manufacturing equipment from Germany and the Netherlands? Fine (same for the rest of the EU, UK, Canada, Australia, etc).
Buying it from Taiwan? Probably ok but riskier cause China can impact it in the future (either by conquest, destruction or blocking access).
Buying essential equipment or resources from China, Russia or Iran? That’s a risk, long term at least. You don’t want to depend on them.
Does this mean you need to build “everything”? No, that would be inefficient (and probably unrealistic). But the more critical something is the “closer to home” (geopolitically speaking) it should be able to be sourced.
Buying semiconductor manufacturing equipment from Germany and the Netherlands? Fine (same for the rest of the EU, UK, Canada, Australia, etc).
Buying it from Taiwan? Probably ok but riskier cause China can impact it in the future (either by conquest, destruction or blocking access).
Buying essential equipment or resources from China, Russia or Iran? That’s a risk, long term at least. You don’t want to depend on them.