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They use chemicals going through Hormuz.
A PCB precursor is an example.
Lots of things do, but luckily enough solar PCBs are so small and simple that changing their supply chain would add a negligible cost while the transition to solar as a whole will bring in enough savings to offset that and more.
I don't think it's that simple, they also need transformers to make AC and those need more PCBs, various electronics also need helium to engrave the wafers, it's not really that simple.
New helium wells opening up in Tanzania soon.
As a Helium One investor, I'm quite excited for it
We could go down the rabbit hole of each individual component and get into a nitpicky argument, but I'm not interested in doing that.
Instead I'm going to make the claim that solar panels themselves are so cheap now that if the US transitioned most of its power grid to solar it would pay for itself within our lifetime. Independence from petrostates is achievable. It's a policy choice that it hasn't happened yet.
I generally agree except the part about independence from petrostates : the US is now a net exporter of fossil fuels with the fracking boom, they're intervening over Hormuz only for those specific plants making those niche byproducts and because market prices are related to local US prices (and due to Israeli pressure).
About your solar grid argument, another that is, in my opinion, valid this time why the switch hasn't happened is that when switching grids, all options should be studied. The least polluting option I saw is a mix between solar, wind and nuclear. With as few batteries as possible and load shifting maximization.