I think this would also cover Cisco though, perhaps not so broadly. Our entire electronics industry is critically dependent on China for manufacturing.
Thankfully the truly advanced stuff exists in Taiwan, Japan, South Korea, and the EU. But for cheap mass manufacturing, all of these parts end up in China.
The west really needs to suck it up and have electronics designed and manufactured in the west. There are some good signs with the CHIPs act (if only the American companies were as patriotic instead of optimising for share price) and the EU are also making moves to be self sufficient for silicon. However, the entire electronics chain really needs local alternatives. It's crazy that I can get a prototype PCB manufactured and delivered from China faster and cheaper than anywhere local.
The difference with Cisco is they’d want (/be required by shareholders) to continue to operate and shift production to other countries where electronics manufacturing does exist. And they have a management structure that is not beholden to CCP law.
Thankfully the truly advanced stuff exists in Taiwan, Japan, South Korea, and the EU. But for cheap mass manufacturing, all of these parts end up in China.
The west really needs to suck it up and have electronics designed and manufactured in the west. There are some good signs with the CHIPs act (if only the American companies were as patriotic instead of optimising for share price) and the EU are also making moves to be self sufficient for silicon. However, the entire electronics chain really needs local alternatives. It's crazy that I can get a prototype PCB manufactured and delivered from China faster and cheaper than anywhere local.