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That feels like us government planning more bans and big corps delaying it.

The US government can't ban Chinese manufacturing/assembly, in the short term, without completely destroying the US economy.

My naive assumption is that manufacturers will reduce rusk in fear of the reverse: China putting up restrictions, requirements, and supporting straight up takeovers (ARM China).

Zero COVID has shown that China can lock down the world’s largest container port and without batting an eye. More importantly, there is no end to that policy in the foreseeable future.

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