Exactly. A Taiwanese company has
just started manufacturing leading edge semiconductors in the US. SpaceX, on the other hand uses Taiwanese semiconductors mostly packaged by STMicroelectronics in Europe, although it's announced plans to in-house some of the packaging. Because until recently, it was kind of assumed that buying things from other countries because they did them cheaply and efficiency was sensible business rather than a glaring supply chain weakness or "your continent doesn't innovate, our country is better than yours"...
See also European companies and their choice of launch options...