I don't think the US military generally uses off-the-shelf consumer products like the Ukraine military does, so does this actually affect them? They would be getting drones built to order from a military contractor anyway, so I don't think it really matters what the leading consumer manufacturer of drones is to the US military from that perspective.
Chip manufacturing seems like a slightly different situation in that if another country restricted US access to chips it would affect the entire US economy, so I think it has security implications in a broader sense where security is interpreted to include the stability of the US economy as a whole, rather than military supply specifically.