To make general electronics (as opposed to semi) supply chain issues worse, we just did a major hit on Chinese semiconductor industry. My impression is that the

To make general electronics (as opposed to semi) supply chain issues worse, we just did a major hit on Chinese semiconductor industry. My impression is that they are not taking it well. Supplying the rest of the world with cheap electronics might not be their highest priority at this point. And it will be hard to produce a price-competitive (obviously US can manufacture anything at high price) alternatives because China has 20-30% (?) lower energy costs and much lower labor and regulatory costs. I guess the idea is to move manufacturing into other Asian countries. But other Asian countries are either China-friendly, or they will have the same higher energy costs as the rest of the world.