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I keep thinking, with the level of (superpower conflict) risk we're talking about here, Taiwan certainly, and Vietnam probably, are not far enough away from Chi

I keep thinking, with the level of (superpower conflict) risk we're talking about here, Taiwan certainly, and Vietnam probably, are not far enough away from China to be safe.

seanmcdirmid 7y ago
Right, if the region goes to hell, then that would disrupt everything for a decade or so until all the component manufacturers could be replicated elsewhere.