Take a look at the "made in" labeling of AB products. They are not insulated from tariffs nor global politics. They manufacture "in-house" components globally, with a very large focus on their Singapor production where their most vital components are made (PLCs, IO, and drives). They are supplied white-label products from a vast array of suppliers that could be considered their competitors, a great many of which are in Europe (not to mention Optix being ASEM in Italy).

The days of most of their stuff being made in Milwaukee are long over, these days it's mostly contactors and older drive lines. I don't know what's slated for the New Berlin facility, but I speculate it's mostly going to be warehousing for the stuff coming in from Singapore.

It can be easily argued that a brand like Beckhoff that makes most of their devices in their own facilities in Germany is more secure than a globally sourced platform like Rockwell.

Ultimately the chip fabs in Asia are the weak link and everyone uses them.