Don't you love just-in-time logistics? Capitalists optimizing for "efficiency" rather than robustness is how the entire world got into this stupid mess in the first place.
The just-in-time planning for factory production was a wonderful advancement.
I believe it was first done in a big way in Japan, and it spread worldwide.
The world would not have grown like this, and China would not have risen this fast without just-in-time manufacturing. China Inc owes a lot to this economic/managerial concept.
The problem today, seems rather basic.
The West, to name three prominent persons, President Trump, von Der leyen, and Biden, all wanted to decouple from China on their terms and use the supply chain as weapon.
In essence, the West was going after the just-in-time manufacturing, to derail China's development.
Well, of course, that plan never had a chance, because that was totally ignorant of the facts, that China being the factory floor for the world, already owns the means of production, mostly of it, like upwards of 95%, all of that is in house. Or inputs were readily available through ASEAN, or Russia, or Germany.
The West by weaponizing the supply chain, is very detrimental to West companies, because that pushes up costs, meaning less money is made, which is slower economic growth. To get rid of just-in-time manufacturing will do that. To keep elevated levels of inventory will hurt the bottom line in the long run.
China does not have that problem. Since China manufacturing is that big, just-in-time will continue, business as usual.