I have worried from day one about the relationship with China but ultimately invested in the technology and not geo political concerns. It seems that Management have contingency plans for disruptions but I do wonder about worst case scenarios...ie China supports Russia and a wider net of world sanctions takes place or violation of intellectual property rights....is the company able to divorce China and take up the slack in the Phillipines and Pennsylvania ???
I know investing is always a risk and it's impossible to foresee what the future holds but to survive its important to have a plan B...