Tariffing close allies at the same time as likely or actual foes especially doesn’t make sense. And rather than this weird roundabout approach, the government can just… pay for things to happen. Like, they used to run weapons factories. If that’s the actual reason for this, it would have been a ton cheaper to just fire up a few government factories, continue and expand the chips act, and maybe ramp up some targeted tariffs and other controls, which would have been way more effective with allies on board. Or, they can start placing drone orders and handing out r&d contracts with specifications that they be entirely made in the USA.
You may be presenting a real perspective, and it could be entirely correct, and this still would be extremely stupid.