The tariffs are working; companies are thinking about China as a problem and how to minimize their reliance on China in case of disaster. Supply chains are movi

The tariffs are working; companies are thinking about China as a problem and how to minimize their reliance on China in case of disaster. Supply chains are moving out of China and into Taiwan and Vietnam and the Philippines. This is happening slowly but also smoothly. Let's keep raising the tariffs and let companies know the planned tariffs schedule for several years in advance. When companies understand that they need to get out of China or lose their competitive edge, only then will we start to see a mass exodus from Chinese manufacturing.