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Originally Posted by jdulej
Check this for some interesting info - Press Center
| TrendForce - Market research, price trend of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PV. Taiwan and S Korea 80+ % market share of semiconductor manufacturing, China 5-6%.
What we should be doing (IMHO) is taking care of our friends and allies and making sure the "bad guys" know there are consequences for stepping over the line - they are not our friends, but they can be (and are now in most cases) valuable business partners.
These factories are NEVER coming back to the USA with more than a token presence. People need to get over that pipe dream and push back on any BSing politician who says they can do it. |
I stated that it would be DIFFICULT to disengage from China. Difficult does NOT mean impossible. And there are already examples of US factories being more cost-effective than their Chinese equivalent. It just takes a large investment in ROBOTICS. There are other advantages to "ONSHORING" simply because your customer base may mostly be in the US. A company does not have to constantly send employees to China to make sure that their product is built with enough quality control standards. Then there is the language problem leading to misinterpretations. Also the cost of transportation of finished products across the Pacific Ocean ( and the hold-ups that we see currently at US ports). Doing business with China always entails the US losing technology and patent protection. There also must be many unintended costs of doing business with China.
.........What about the future as China becomes more MILITANT and aggressive? This is something that Japan and South Korea are worried about today. We could add Australia to that list. We may be witnessing the beginning of a WORLDWIDE clash between Democracies and Totalitarian countries?
..........America might be wise to BEGIN separating itself from China. As the free world is now beginning to separate from Russia.