Realized I'm starting to unconsciously hoard small+cheap China sourced things that might be sensitive to an extended cold war, and are relatively robust enough to last like a decade... so shopping at small scales for decades is a thing now I guess?
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Cheap electronic parts are a big category here. You can 3d print or otherwise jury rig many mechanical things, and chemical/material things tend to have more broad-based supply chains.
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There's a lot of urgency on the high-end stuff (GPUs, high end SoCs...), so that will likely get solved faster via new plants in Korea, Japan, US... perhaps even leading to a glut. But all the tons of little stuff... unclear how quickly that can go robust. And it's not DIYable.
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Climate-wise this might be the best thing to ever happen... the de-growthers agenda achieved by unexpected geopolitical competition, cutting back supply and consumption of the large volume of the cheapest things that's a lot of carbon if not dollars
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Setting up factories for passive electronic components or simple semiconductors like opamps is cheap and easy compared to a state-of-the-art fab, no? Would have thought some of this is low-margin enough that production might already be moving out of China.
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