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I lack references for it. But to the best of my knowledge it is not just US tariffs on the PRC that is driving the migration of manufacturing for Japanese compa

by ninjin 2y ago

I lack references for it. But to the best of my knowledge it is not just US tariffs on the PRC that is driving the migration of manufacturing for Japanese companies away from the PRC over the last decade or so, but also the increasingly tense relations between Japan, ROC, and South Korea and the PRC. It should be emphasised that it is of course gradual given the massive investments made by Japanese companies over many decades, but it is noticeable as a Japanese consumer.

re-thc 2y ago
> But to the best of my knowledge it is not just US tariffs on the PRC that is driving the migration of manufacturing for Japanese companies away from the PRC over the last decade or so Cost has increased as China itself domestically has matured (both as a consumer and the manufacturing side). Even China itself has moved some to e.g. Vietnam.