Folks Don't Seem To Understand -- Apple Is At An Existential Fork In The Road -- December 3, 2022

Is this how it ends?

"Everybody" is telling Apple, Inc. / Tim Cook to exit China.

From The WSJ:

In recent weeks, Apple Inc. has accelerated plans to shift some of its production outside China, long the dominant country in the supply chain that built the world’s most valuable company. Apple is telling suppliers to plan more actively for assembling Apple products elsewhere in Asia, particularly India and Vietnam and looking to reduce dependence on Taiwanese assemblers led by FoxconTechnology Group.

Turmoil at a place called iPhone City helped propel Apple’s shift. At the giant city-within-a-city in Zhengzhou, China, as many as 300,000 workers work at a factory run by Foxconn to make iPhones and other Apple products. At one point, it alone made about 85% of the Pro lineup of iPhones, according to market-research firm Counterpoint Research. 

Yeah, that's what I thought.  

Let's put that in red bold.

• "... as many as 300,000 workers work at a factory run by Foxconn to make iPhones and other Apple products."

Name one city in North America that could put 300,000 workers in one location "overnight." 

*********************
From Peter Zeihan

Link here.

Only FoxBusiness is reporting the story (Peter Zeihan only comments on it).