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China and Vietnam don't really get along. I see that as more of the factor than anything else. People in Vietnam love iPhones and Apple... the logo is everywhere.

China is investing heavily in Sihanoukville, Cambodia because it is a major seaport that isn't Vietnam and because the Cambodian's were more happy enough to get some much needed income.

I am also guessing the Chinese have a lot of saved up USD they'd like to spend and Cambodia is based on USD. I wouldn't be surprised if we see more news from there over time. It is a great way for them to bypass the tariffs.



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