### Comment:
By 'pull out', I meant that US manufacturers will diversify their production to be less reliant on China. Apple is looking into it already and others will follow. It's likely the US will also ramp up mining as well as subsidize and fast-track some fab construction. The risks of producing in China are getting too great for US companies and for US national security interests.

### REPLY:
Your analysis is a little too pat. Not enough shades of gray. A new administration could re-write the whole playbook.

### END.