>Taiwan I'll note is not China. And I'll note that headquarters are not the same as supply chains. Much of what Apple sells all over the world is made in China

>Taiwan I'll note is not China. And I'll note that headquarters are not the same as supply chains. Much of what Apple sells all over the world is made in China (PRC). There's little doubt that both the US and China are capable of massively disrupting each other's tech industries in the short term. But as I said, the incentives not to do that are overwhelming. Let's just hope the tit for tat doesn't get out of hand.