For the last decade, administrations of both parties have treated the U.S.-China rivalry as a structural, generational contest, and the window for rebuilding outside China may not reopen after it closes. If John Ternus moves early and accepts the near-term costs, he will be able to leave Apple in a position of genuine strategic autonomy. But this path is hard. It means absorbing years of margin pressure, manufacturing disruption, and political friction in both Washington and Beijing, with no guarantee the strategy pays off before a geopolitical shock, notably a Chinese invasion of Taiwan, forces the issue anyway.
~ Isaac Stone Fish via American Affairs

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