祸兮福兮?
WSJ:
The New Plan for Western Companies Is ABC: ‘Anything But China’
In recent years, many multinationals decided they had become overreliant on suppliers in China, prompting them to pursue a so-called “China Plus 1” strategy of augmenting China-based suppliers with those in other countries.
Now, with U.S.-China tensions soaring again, many tech businesses are accelerating moves to shift production out of China and look for suppliers elsewhere, signifying a global tech world that is increasingly bifurcated between the two powers.