As tensions rise between China and the USA, is a new 'Cold War' brewing? If so, what effect is this or could this be having on manufacturing? Adrian from Sofeast and myself go political in this episode, discussing how the political … [Read more...]
Manufacturing Electronics in Taiwan: A China Alternative?
As the US-China trade war intensifies, many American importers are looking for alternatives. They often look at Vietnam, Thailand, Indonesia, India, Mexico, etc. But what about Taiwan? There is sometimes an opportunity to start sourcing … [Read more...]
Will US Tariffs Drive Manufacturing From China To Vietnam?
A few days ago, Trump claimed that many tariffed companies would leave China for Vietnam and other such countries in Asia in this series of tweets (read from bottom to top): In parallel, I see an Asia Briefing article entitled Why … [Read more...]
9 Consequences of the Upcoming US-China Trade War
Based on all the articles I have read about the current geopolitical situation, I am not optimistic about the affect of the US-China trade war on American importers. Dan Harris, who wrote "the US-China Cold War start now," announced that a … [Read more...]
How the US/China Trade War Accelerates the ‘Made in China 2025’ Plan
Many journalists wrote about the new tariffs, how the situation will likely evolve over the next few months, and who the winners and losers might end up being. What I realized is, this situation is helping Beijing accelerate the … [Read more...]