🇺🇸🇨🇳🇹🇼 U.S. trade with China just cratered $49B in one single quarter (Q1 2026 vs Q1 2025).
- Taiwan exploded +$39B (basically the entire AI chip supply chain, TSMC eating everyone’s lunch).
- Vietnam +$18B
- and Mexico +$16B are scooping up the factories that left China.
Tariff war is completely redrawing the map.
Decoupling is already here and moving fast.
China’s the big loser, America’s friends are cashing in.
Source:
@jackprandelli