The Silicon Valley is looking for the door exiting China, and the current payment war movement has accelerated. The last step has arrived this week. America Nvidia has banned its new chip H20 to export ChinaEspecially designed in accordance with previous restrictions. The company, the world’s head of the microbes, In its first financial quarter you have to register $ 5.5 billion losses As a result of the veto, it has caused a strong decline in its actions. Nvidia’s case is a notice for all the technologies that continue to work in China or China.
Nvidia is already making chips in Arizona, and HP has shifted a portion of its production to Mexico and Vietnam, and Microsoft has invested in new plants in the United States. Objective against fees and Geo -political change is to diverse, move and retaliate functions. But not all companies cannot afford that strategic twist.
Apple is definitely the most symbolic case. Kubertino has been trapped in the weaving industry in China for two more decades. Production IPhoneThe iPad and MacBook is not just a matter of preference or money outside the Asian company.
It is one of the largest assembly mills in the world, known as the “Foxconn iPhone City” located in Zhengjo, China. He uses hundreds of thousands of workers and creates the most of the apple distributing iPhone worldwide. Reproduce a similar infrastructure in another country It will work for many years, a hard -working power to make many millions of -dollar investments and copy. The Chinese industrial chain acts as a deeply integrated environmental organization, where any components can be obtained from the assembly center, which reduces costs and production times.
These logistics and functional capacity are not equal in India, Vietnam or Mexico, at least based on the size, coordination and coordination. According to the Boston Consulting Group, more than 90% of US manufacturing companies They have changed a portion of their production or distribution chain outside China over the past five years. This dynamic industry expresses a structure, and countries such as Vietnam, Mexico and India emerge as new industrial poles, although each has its own internal limits.
India, despite its social and economic advances, has severe shortcomings in technical training and infrastructure. Lack of labor, cultural restrictions on female employment and high trade union reserves prevent the growth of a major industry towards technical exports. As it is not enough, The bureaucracy is dense and the terms They can prevent them from dismissing without state recognition in a certain amount of companies. It complicates any effort to climb functions at the speed required for global markets.
Vietnam He is an increasingly appropriate player. In the first quarter of 2025, the exports of electronic components to the United States increased by more than 48%. Samsung He has coordinated his presence after investment for decades. Other companies like HP or Dell have followed the same path. However, the Vietnamese infrastructure is still far from the balance of the ability to establish in China. Like Mid -Ranch laptops, what is not possible for some product lines Super computers, mobile devices or last generation chips.
In parallel, many of these countries do not have access to the domestic market representing China. To companies like Apple, Nvidia or MicrosoftThe Asian country is not just a global factory but also one of its largest markets. A rapid withdrawal refers to logistics not only of logistics but also a significant business. The pressure of the Chinese government can be translated as secretory neglects, administrative obstacles or loss of market share.
America’s profession is not ready to return the product
In the meantime, the US is not ready to greatly embrace this production capacity. New infrastructure will be required for the transfer of complete assembly taxes, a Refreshing industrial site and special labor that is not large today. 2012- Apple He tried to make Mac Pro in Texas. The result is complicated from the first minute. Suppliers are missing for basic elements such as screws. The company had to seek China again to solve those shortcomings.
Some companies have chosen to go fast. Nvidia has announced its purpose Invest over $ 500,000 million in four years. Will do this in infrastructure Artificial Intelligence (AI) Within the United States, the use of plants already benefited from the Chips Act (creating useful privileges to produce semiconductors), was promoted during the presidential period of Joe Biden. Meanwhile, Microsoft has announced that it has invested $ 80,000 million in AI data centers in the financial year 2025, with more than half aimed at the US. In the case of HP, more than 90% of its products sold in the United States expect to produce outside China by the end of 2025.
But even these efforts are not exempt from risks. In addition to the diversification of the global distribution chain, it has a cost and cannot be implemented without effects, and the prices of the product will increase. No company or any consumer escapes business conflict. The exhibition is so high that it is so high that the Chinese industry is relying on the industry.
On the other hand, Goldman Sachs warned that it was a serious disconnection between the US and China This is to sell a large number of assets worth up to $ 2.5 billion, Chinese activities include 800,000 million and 1.3 billion in US treasure bonds. In addition, reflecting important skills, such as enriching rare minerals used in components production, refers to investment from $ 15,000 to $ 30,000 million.
