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.
「脫鉤」的跡象無處不在。在過去一週左右的時間裏，我們看到了與之相關的多項公告，包括蘋果公司(Apple)計劃分散生產業務，逐步將部分生產從中國的「iPhone城」——富士康(Foxconn)鄭州廠區轉移出去。蘋果一度有85%的Pro機型都在富士康鄭州工廠生產。此外，台積電(TSMC)宣佈將其在美國國內晶片製造領域的投資增加兩倍，歐盟宣佈將提供補貼以提振清潔技術在歐洲的生產，以及印度股市飆升，因爲跨國投資者正在尋找廉價的新生產基地——除了中國以外哪裏都行。