a/symmetric: How Apple boosted China’s manufacturing base
March 9, 2024The iPhone maker has long relied on Chinese suppliers, in turn helping them upgrade their technological capabilities. Now those suppliers are helping domestic brands like Huawei and Xiaomi chip away at Apple’s market share.
Deglobalization Round-Up: November 4, 2023
November 4, 2023China plays good cop, bad cop on US semiconductor company Micron. Vanguard quits China. US senators oppose a limited free trade agreement with Indonesia. And CCP officials are banned from private equity investments.
Deglobalization Round-Up: September 9
September 9, 2023China is set to launch a new state-backed semiconductor investment fund. Beijing bans central government officials from using iPhones at work, causing Apple shares to plummet. Corporate America still can’t quit China. And the return of just-in-time manufacturing?
Deglobalization Round-Up: September 1
September 1, 2023Vietnam and India emerge as major components of Apple’s supply chain. An engineer shortage could hamper Vietnam’s chip ambitions. Nvidia and AMD face new US export restrictions to some Middle Eastern countries. Plus: global logistics groups ramp up Asia investments.
Deglobalization Round-Up: April 19
April 19, 2023CEOs embrace reshoring, Dell and Apple want to diversify away from China, and investors are pulling out of China. Plus: China's surgical retaliation against Western companies, Christine Lagarde's fragmentation warning, and is India the answer?
Deglobalization Round-Up: April 12
April 12, 2023Apple's pivot to India picks up steam as concerns grow about the Ford-CATL facility in Michigan, the role of international companies in fueling China's aerospace apparatus, and sanctions risk in a deglobalized environment. Plus: Vanguard leaves China and Macron's Xi Jinping "love-fest."
Deglobalization Round-Up: January 13
January 13, 2023Will deglobalization be the defining trend of 2023? Moves by Apple, restrictions on Tesla, retaliation from China, and incentives in South Korea all suggest the answer is a strong yes.
Deglobalization Round-Up: December 23
December 23, 2022Stellantis and Apple scale back from China, the Australian sovereign wealth fund projects continuing deglobalization, and Robert Lighthizer calls for strategic decoupling. Plus China increases oversight over cross-border data transfers.
Deglobalization Round-Up: November 25
November 25, 2022Bill Ackman calls deglobalization a long-term structural tend, The Financial Times investigates it as a necessity for future prosperity, and growing contradiction between the US and Chinese business environments underscore its inevitability. Plus: Violence at Apple's main Chinese iPhone-making plant, continued supply chain disruption, and an opportunity for Mexico.
Deglobalization Round-Up: November 11
November 11, 2022A week in deglobalization: A milestone for US-based foundry Skywater, the American Chamber of Commerce in Shanghai sees US companies turning away from China, Apple's reality shows why, and Kellog and Aalberts report continuing supply chain challenges.
Deglobalization Round-Up: November 4
November 4, 2022A week in deglobalization: Apple adds new production in India, Canada orders Chinese companies to divest, Bright Machines raises $132 million, Maersk warns of continued price pressures on supply chains, and Deloitte sees reshoring picking up steam.
