That's actually a bad indicator for the future. US businesses have been moving into China like crazy when there was major risk. Now, those businesses are seeing more risk. What got them so worried now? I suppose we could just say they got smart regarding the China-Taiwan situation, given the Russia-Ukraine situation. I don't think it is just supply chain issues. Regardless, I don't think they would be acting with regard to this risk if they didn't think things had moved into the "more likely than not" category.
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