You keep on thinking China is the only one taking a hit. If the rest of the world don't use Chinese electronics, they'll have NO electronics to use.
Get off your knees.
China’s dominance of electronics production is as great as the US’s dominance of software? I don’t see any evidence of that.
Japan and especially South Korea are formidable global competitors here, they still control much of the high end electronics markets and have factories outside of China. Unless you’re talking about rare earth inputs into the electronics chain. In which case I agree, but the whole bet in this kind of strategy is that the US & its allies can develop rare earths processing capabilities more easily than the world can switch from US software.
I’m not saying I agree but the bet is not entirely ridiculous. More importantly, software and finance are the only major industries the US commands this level of dominance in. There is no other threat that would even be credible.
