Besides with the attacks happening right now on commercial ships in Gulf of Aden. It could become very expensive to bring anything out from these fabs or providing raw material
Semiconductor products tend to have quite a high $$/weight ratio; air transport might be a reasonable backup plan.
it's not just $/weight, but also short shelf life
Which semiconductor materials are perishable? Are they using some unstable chemicals or something?
obsolescence, newer higher performing models come out frequently