>See: India, Vietnam, Japan, Philippines, increased NATO budget commitments, to name a few.
Apologies for unstructured reply:
There are other real events too, like how trade between China and ASEAN increased throughout covid and and the general trend is more integration. The real events you outlined are also still filtered through FVEY talking heads. People are misattributing increased militarily budgets in the region as growing hint solidifying US coalition when many of these increases are because these countries no longer see US as a reliable partner in SCS, a pattern that started under Obama. See Australians increased military budget citing specifically so, or how their foreign minister upheld US position on SCS but publicly distanced herself from Trump/Pompeo bellicose China policy. Philippines just bailed SCS drills. Half of Vietnamese military acquisitions capabilities target Malaysia, like wise for other countries in the region. It's not all to challenge China - people forget SCS is a 6 party dispute with various overlapping claims. Like when Taiwan AND China both sent ship to assert their claims after PCA ruling. BTW their increased funding and capabilities is directly a result of increased growth from China's growth. Or that China puts more warship tonnage than the entire region combined every year, by multitudes. Or how US military experts want access to Japanese basing to spreadout US asset risk against Chinese strike, but rampant covid in Japanese US bases just made sure that will never happen. Or this meme [1] that explains India's geopolitical situation, China is not the only big country with nervous neighbors.
Or how moving manufacturing out of China is still an ongoing experiment and ultimately one first started by China herself, where China gets to decide winners and losers. Months after Samsung closed their last phone plant in China, they outsourced their low-end models under a Chinese ODM. Also Vietnam is full, all their infrastructure including human capital are at capacity and will take years to cultivate. Or how people celebrate Foxconn recently moving 1B iphone manufacturing to India but don't mention they've invested 8B into IC packaging in China the same week. Or most of final assembling happening in India is still completely reliant on Chinese supply chains. Or how India basically needs 30 years of Chinese reforms to reach comparable development status as China and China could only achieve that due to authoritarian government structure... does India's messy democracy stand a chance? History and past attempts at reform suggests no. Or how automation + ASEAN competition means India will only get to grab a fraction of Chinese manufacturing before they get another 300M unemployed, angry youths because they don't have one-child policy. China still has that many in "poverty" even after peak manufacturing phase. IMO there's just not enough global demand for India to ever replicate China or reach parity. And that demographic boon of of youth is going to turn into a curse. Rest of ASEAN is the same, if you divide all of Chinese manufacturing at peak, with minimal automation, that fed entire world, ~400M jobs, there's simply not enough to go around. Again, China controls the supply chain, she will decide winners for the next 10 years (this number is important), not the west. She simply hasn't enacted extreme policies like US entities list, but could literally cripple many sectors in any country it chooses if she does.
The geopolitics of the region is complex, and everyone in the region is hedging between US and China for posturing, everyone is building up - through growth enabled by China - because they doubt US commitment under current admin that will take years to fix. Except US analysts thinks unless they start a war with China by 2025-2030 latest (that 10 years), Chinese advantage in SCS will be insurmountable. Incidentally, it will take a few years for TSMC to finish their Arizona plant, otherwise no one gets 7nm chips for a while. At the end of the day, only US China-hawks wants a war, everyone else in region has too much to lose, Chinese economy and supply chain feeds the entire regions growth, especially post covid just like post 2008 GFC. And in the south, literally by controlling mekong water supply in down river countries. And even if there is a war where China loses, unless China is completely dismantled, she'll have the industrial capability to destroy any SCS infrastructure via missiles for perpetuity. The future of SCS is already decided in a sense. China has too much industrial capital now to ever not be a geopolitical reality in the region - industrialization is why North Korea can't feed their people but still build inter-continental ballistic missiles. China will always have the capability to shutdown ASEAN and turn everyone into losers. This holds true even if China is blockaded from all outside resources, China is not Japan in WW2, it doesn't have enough domestic resources to maintain huge economic growth, but it has more than enough to be completely self sufficient on a war economy, even if everyone has to ride bikes and eat rice. It could literally revert to a hermit kingdom and lob missiles forever, in which case the entire region loses while US wins. Everyone knows this.
[1] https://www.reddit.com/r/KireMama/comments/hda8kq/south_asia...