Genuine question as I quite frankly stay the hell away from it: Can malicious NPM packages compromise your build infrastructure?
Similarly, if you are downloading npm packages that provide frontend-only code, that is only run in the context of the browser's sandbox, then you don't have to worry about arbitrary code execution (although a malicious frontend package could still exfiltrate user passwords, among other things).
The way dependencies move depending on when you run a yarn/npm install has never been useful. Both for projects initialising a lock, and projects upgrading from a previous locked position.