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by mschuster91 730 days ago
They might want to sell... but who might (want to) buy, outside of Russia and maybe India? The Western world is already decoupling from China and I think it's completely infeasible that anyone wants to create new ties to China.
2 comments
gravescale 730 days ago
Anyone is a stretch, not everyone is so keen to take the US side in the trade war at their own expense. South American and African trade is still pretty brisk and growing as far as I know. Mostly they don't have the possibility of onshoring industries that they didn't have in the first place, as opposed to the West where it's more like attempting to re-shore previously-discarded capability. So they don't really have a horse in the race, they're going to be importing anyway.

"Anyone planning a major semiconductor fab in the 2020s", then quite probably, yes.

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Dalewyn 730 days ago
Everyone wants to do business with China, because China has money (which we gave them) and everyone wants that money (which will ultimately go back to them with change and interest).

Lest we forget, Japan and South Korea are mulling a free trade agreement[1] with China.

Anyone following US-led sanctions against China are doing so dragging their feet and groaning in annoyance.

[1]: https://en.wikipedia.org/wiki/China%E2%80%93Japan%E2%80%93So...

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