I don't think the argument should really be framed that the goal is for the US to become fully fab self-sufficient. Rather, this is about a very specific risk scenario. I think the distinction is that Taiwan is in a particularly precarious situation with a rising superpower openly wanting to reclaim it. And that rising superpower has some cultural distinction that make it a liability to US interests. The other single-point failures in the supply chain don't appear to be at that level of risk.