Claims

China's most productive and fastest-growing firms have been those most private in orientation and most market-oriented, responsive to market forces and capital allocation, whereas China's semiconductor industry has been dominated by state-led and state-owned enterprises that have burned through phenomenal amounts of capital with only modest goals met, achieving nothing on the scale of what China had hoped.

Early movers who saw the China disruption coming and started working with Mexicans a few years ago are now doing great with cheaper labor costs, higher productivity, less transport and insurance issues, and fewer energy problems compared to China-dependent firms.

Colombia could be the location for solar panel assembly because Mexican labor is too expensive and educated compared to Colombian labor costs and education levels which match where Mexico was in the 1980s.