A country must feed itself, power itself, and in 2026 it must be able to manufacture its own chips (from ore, to refining, to the foundry).
Watching China push its weight around earlier in the year with REM and REE was crazy. The US, and the rest of the world for that matter, were brought to our knees. Germany's auto industry and weeks of chips left, the US started shipping F35's to allies _without_ radar. Truly astounding trade power to see.
Made it very clear to every nation that you must have a sovereign story to tell about chip manufacturing.
Alarm bell here: are you sure it's legal for the F35s to contain Chinese parts?
But there will come a day when that country needs to choose between China and the US.
This is only possible if you (a) fudge the definitions of "everything" a bit and (b) are one of the largest countries in the world. This is only ever going to be possible for US and China. And even then the US really is the "lucky country" with which natural resources it has ended up holding within its borders.