[dougmwne]

I think that what you are saying is now obvious to every western company and they are in the process of getting out or diversifying their supply chain. If China can lock down their country for years over Covid, they are capable of anything. Invading Taiwan, even if it had repercussions would be no problem at all. I think the government is likely observing the fallout from Ukraine right now and planning how best to mitigate the western playbook. If they wait till the next US administration, one likely to be inwardly focused, they might have an even easier time.