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How quickly did they move to China? Decades, right? Coming back takes that kind of timescale because everything needs to align – making PCs means that they need
by acdha 1y ago
How quickly did they move to China? Decades, right? Coming back takes that kind of timescale because everything needs to align – making PCs means that they need suppliers for every component, and those factories inputs, and logistics keeping factories’ production synchronized, and a lot of different skilled labor categories which aren’t trivially available. If you’re setting up a factory in the Midwest assembling parts from China, all you’re doing is ensuring that the results cost more and none of the key businesses are likely to come back because tariffs won’t make a factory competitive outside of the country.
You can encourage the whole thing to move but it needs to be a carefully considered long-term plan with strategic investments and ongoing investment. That’s the opposite of what we’re seeing now with tariffs changing every time an octogenarian gets cranky, and his party is trying to slash investments rather than grow them. No business is going to assume that any promise made will last for a business quarter, much less the years needed, and without some major funding commitments nobody is going to jump to line up tens of billions in financing.