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Comment by vv_

7 days ago

> The US doesn't have the people to do the actual manufacturing

The core issue is that, historically, experienced workers have passed down their knowledge to new generations, ensuring a steady accumulation of expertise. However, when factories close and seasoned workers retire or move to other fields without training successors, a vast amount of valuable knowledge is lost. Rebuilding this expertise is both difficult and time-consuming. Subsidies will be required to support local production - initially yielding lower-quality or significantly more expensive goods - until the Western world relearns how to manufacture at scale.

Furthermore, if you want to build something, you likely won’t do it by hand. You’ll need machines to automate the process or enable complex material operations. Rebuilding this capability from scratch will take time, as existing manufacturers lack the necessary capacity. Additionally, similar equipment is produced much more cheaply in China, creating another challenge that must be addressed. What’s likely to happen is that Chinese manufacturers will establish companies in the United States that replicate their production facilities elsewhere (e.g. mainland China). They’ll ship in parts, and final assembly will take place in the U.S. This approach allows them to bypass trade restrictions while maintaining cost advantages. I already know of several cases where this is happening.

A lot of that experience isn't needed though - automation replaced a large part of the expertise needs. I used to work at a factory, it produces as much as it ever did (though with a lot of modern innovations), but today only about 200 people work in it, compared to over 2000 in 1950. The CNC laser cutters replaced 70 people running saws with just 3.

  • This isn't uniformly true in all industries or throughout all manufacturing. Not to mention that you need qualified people to operate and maintain these machines and the machines themselves.

> They’ll ship in parts, and final assembly will take place in the U.S.

i thought new the tariffs also applied to parts (with a few exceptions)?