Wonder what it would cost in total, logistically , for the DoD to simply manufactured their own electronics.
Or, the cost for Apple to move to say, Philippines or Taiwan.
Think Mexico, not Asia.
I think the reason we reached a deal with Mexico as quickly as we did was the intimation that a LOT more pcb business is coming Mexico’s way.
We are seeing it already. Equipment orders out of Mexico are going up sharply. Our market tends to serve automotive, but geographically consolidating the electronics market in the USA is massive.
This is going to also have a massive impact on Chinese nationals access to our University system. EB-5 program is likely going to either be sharply curtailed or shut down all together.
China is going to run out of money in a public, impossible to hide way in a matter of probably 60 days.
This Bloomberg article is the nuke being dropped in the Chinese trade war. It’s essentially over in my opinion.