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We're talking about supply chain here e.g. Foxconn investing in capacity outside of China (India) and Apple being part of it (as customer)
by PaywallBuster 5y ago
We're talking about supply chain here
e.g. Foxconn investing in capacity outside of China (India) and Apple being part of it (as customer)
- baybal2 5y agoHaving your essential RnD office shut down, if something happens to/in China, would not be any much less ugly, and disruptive than having your access to microchips shut down. In other words, the Silicon Valley is still going all in on China, despite 4 years of Trump, public scorn, trade war, rising costs etc. In other words, they really gave up on any vision where they don't critically depend on China, and can run with critical assets in US only.