Decoupling is everywhere. In the past week or so, we’ve seen multiple announcements on this front, including Apple’s move to diversify production away from China’s “iPhone city”, a Foxconn factory town within Zhengzhou that once made 85 per cent of the company’s Pro line of phones. Then there was TSMC’s tripling of its investment in US domestic chipmaking, Brussels’ announcement that it would offer its own subsidies to speed up local production of clean technology and the spike in Indian stocks as multinational investors looked for cheap new production sites — anywhere but China.
“脱钩”的迹象无处不在。在过去一周左右的时间里,我们看到了与之相关的多项公告,包括苹果公司(Apple)计划分散生产业务,逐步将部分生产从manbetx3.0 的“iPhone城”——富士康(Foxconn)郑州厂区转移出去。苹果一度有85%的Pro机型都在富士康郑州工厂生产。此外,台积电(TSMC)宣布将其在美国国内芯片制造领域的投资增加两倍,欧盟宣布将提供补贴以提振清洁技术在欧洲的生产,以及印度股市飙升,因为跨国投资者正在寻找廉价的新生产基地——除了manbetx3.0 以外哪里都行。