Cameron Johnson

Cameron Johnson, a partner at Tidalwave Solutions based in Shanghai, shares insights on the ongoing U.S.-China trade war. He discusses how Chinese manufacturers are adapting to tariffs while deepening ties with other nations. Cameron highlights China's manufacturing dominance and its rapid advancements in AI, showcasing the country's lead in practical tech applications. The conversation also considers shifts in production from China to Vietnam and the challenges posed by labor dynamics and U.S. tariffs on global supply chains.

Cameron Johnson, a supply chain expert and educator at NYU Shanghai, shares insights on the complexities of U.S.-China relations and the challenges of decoupling. He discusses the intricacies of building domestic supply chains, particularly in the EV and semiconductor sectors, emphasizing America's reliance on Chinese manufacturing. Johnson also touches on the geopolitical shifts in Southeast Asia and the importance of understanding China's competitive ecosystems. His predictions for the impact of the upcoming U.S. elections add an intriguing layer to the conversation.

Cameron Johnson, a supply chain expert and NYU professor, dives deep into the complexities of US-China trade relations. He discusses the concept of ‘de-risking’ from China, while highlighting the oversimplified narrative of reshoring manufacturing to the U.S. The conversation also touches on the challenges American companies faced during the pandemic in PPE production. Johnson emphasizes the importance of navigating global supply chains to mitigate conflicts and advocates for stronger bonds between nations to foster cooperation over mistrust.