This will shift important inventory to local distributors in the US. This makes local supply chains more resilient, not more vulnerable.
No, you will neither get an Intel N100 devkit in the US, nor any Realtek devkits.
No, your supply chains will not get "more resilient". The industry simply is no longer taking your country as a trustworthy an serious trading partner.
If you want to do R&D in electronics, you need quick imports from China.
Yes, the US is totally prepared now for a future of coal powered steam trains, true. Have fun with that :)
Realtek devkits are made in Taiwan.
China is clearly important. Nothing here changes that. Orders will just shift to bulk and get sourced from local distributors.
As you know, in practical terms china/taiwan/hongkong don't make a difference anymore when it comes to customs and shipping times.
But I understand and value that you understand the business, and we are looking at it from a different angle and potentially from inside/outside a bubble.
I understand your point that markets will adapt looking at it on a large scale. But the question is HOW the market is adapting. In the US far too many people are assuming that the world will bend for Trumpamerica.
In reality the world is at least in my industry is doing free-trade agreements in record time now. And the people in China I work with are not even thinking about the US market anymore at all. The future markets are elsewhere on this planet. What they care about is that the EU won't buck to Trump and also implement any kind of trade barriers against China just to please Trump.
And again: You are talking about bulk distribution. I am talking about small businesses, R&D, rapid prototyping, time to market. Days count. Every day I wait for a prototype I have developers sitting here doing nothing. You can not "shift" that problem. There is only one region where you are able to get not just SOME of the electronic parts you need, but ALL of them.
And that very clearly is not the USA.