- factories in Southeast Asia that were started shortly after the Trump sanctions in 2017 or covid 2020, that have finally come online

- CHIP act in mid 2022 from Biden that spurred Apple to finally drag its immoral lazy feet

- Russia invasion of Ukraine, and Chinese proclamation of friendship with no limits shortly after

- covid lockdowns in China in early 2022 that shut down factories

- increasing electric rationing every year in China that shut down factories

- Foxconn factory riots

- very loud geopolitical risks that C level execs can no longer pretend not to hear

- can't move money out of China. 'I can't get my money out': Billionaire investor Mark Mobius says China is restricting flows of capital out of the country. https://markets.businessinsider.com/news/stocks/mark-mobius-...