Indeed, the reasoning I've read falls close to the last paragraph of your previous comment. Components will consistently apply "atomic styles" everywhere and so are thought to be a replacement for "semantic styling" (sprinkling in some quotes because I don't know the exact terminology).
Yeah it's one of those things I just don't agree with them from practical experience. No beef against utility classes in general just not for everything. In fact I really like Bootstrap's which are just enough to help, but are still themeable: https://getbootstrap.com/docs/5.3/utilities/api/
I'd actually recommend Tailwind shops use the DaisyUI plugin which gives component classes similar to Bootstrap.