President Trump's tariff war - China

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Looks like we are winning big - from the Nikkei Asian Review:

HP, Dell and Microsoft look to join electronics exodus from China
Global consumer electronics makers HP, Dell, Microsoft and Amazon are all looking to shift substantial production capacity out of China, joining a growing exodus that threatens to undermine the country's position as the world's powerhouse for tech gadgets.

HP and Dell, the world's No. 1 and No. 3 personal computer makers who together command around 40% of the global market, are planning to reallocate up to 30% of their notebook production out of China, several sources told the Nikkei Asian Review.

Microsoft, Google, Amazon, Sony and Nintendo are also looking at moving some of their game console and smart speaker manufacturing out of the country, multiple sources told the Nikkei Asian Review. Other leading PC makers such as Lenovo Group, Acer and Asustek Computer are also evaluating plans to shift, according to people familiar with the matter.

Much more at the site. The article does not mention the IP theft, the spying, and the security issues but I bet that these are major factors as well.

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This page contains a single entry by DaveH published on July 8, 2019 1:07 PM.

About that climate catastrophe was the previous entry in this blog.

Hmmmm - Iran is the next entry in this blog.

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