[msabalau]

It is really unclear why you think that either the political interest or strategic logic of not wanting to rely on manufacturing in China, and having some on the value being created here goes away, or is some idle whim.

Sure, if it took decades of slow patient effort to create the current situation, it might take decades to unwind it. And, sure, the US political system is exceptionally bad at industrial policy.

But, at the end of the day, the political and military logic is, and will be for the forseeable future, get your supply chains out of China. Just because it is slow and difficult doesn't there is any reason to believe the pressure will relax. (Putting aside the possibility of an AGI/robotics revolution)

[chrsw]

I understand the logic of getting out of China, and the reasoning is sound. However, cost is the bigger issue. Are you willing to pay more for your computers and electronics? Is your neighbor? Is your company? Are your investors?

The pressure to reverse this disaster will always be there but material change isn't realistic. We have neither the capacity nor a strong enough inclination to built out an industrial base anywhere near what China can do. I understand China is supplying the whole world and we'd only need to supply ourselves to achieve security, but that also makes the cost problem even worse.

Chips will come from Taiwan and everything else will come from China for the foreseeable future unless like you said there's a major disruption from somewhere. Without that, I only see one pathway everyone can stomach: continue growing the economy, which includes leveraging China's industrial and labor base, and hope any political differences with China can be mitigated diplomatically.