Exactly what I was thinking with regards to the manufacturing. It would be important at least for crucial digital infrastructure. Think what was uncovered regarding deliberately low-quality Chinese-manufactured steel that was used to build U.S. military vessels, thereby weakening them. If steel manufacturing can be brought back to the U.S. (thus also reducing pipeline leakage e.g.), surely microtech manufacturing can be relocated back to the US as well.

With regards to your second point: yes, the Snowden leaks uncovered that. But that was on a smaller scale afaik: when a target ordered a piece of tech, the mail was intercepted and the appliance modified. But as you said: those were software modifications. What was uncovered in the article is a much more sophisticated and much larger operation. I don't know if you read through the whole piece (it is quite a read, I have to admit), but this bit simply made me gasp: "In one case, the malicious chips were thin enough that they’d been embedded between the layers of fiberglass onto which the other components were attached". So even if you took a magnifying glass to the components you would not stand a chance to detect that. And a company that purchases thousands of servers has zero chance to detect that, unless they pick up on some irregularity when running that piece of hardware.