TCL CEO: US Policies Spur 'Deglobalization,' But Diversified Supply Chains Blunt Impact

Dongsheng Li, CEO of TCL, believes deglobalization is being driven by new US policies targeting China's tech development
These include chip export controls and bans on Chinese investment in key sectors like AI and EVs
TCL is now a major global electronics company after early failed attempts at international expansion in the 2000s
Li says TCL's global supply chain helps insulate it from rising trade protectionism
As an extreme example, Li muses that producing everything in the US would avoid impacts of US protectionism