Totally speculating but, the moat must be Chinese speaking employees with enough engineering background at company office. Chinese factories look open to any re

Totally speculating but, the moat must be Chinese speaking employees with enough engineering background at company office. Chinese factories look open to any reasonable businesses so long both are pragmatic and both talks the same language anyhow, but East Asian languages and cultures are related or connected to nothing else so just maintaining good mutual understanding can be hard(and I don't think LLMs help that much).