Dell’s plan to reduce China exposure points to accelerated decoupling and supply chain diversification, analysts say

“As the United States ramps up efforts to prevent China-made chips, Dell is expected to be the first to evaluate the earliest time for production to leave the country based on considerations such as [potential loss of] significant revenue from North America and US government procurements,” said Eddie Han, an analyst at Isaiah Research, a Taiwan-based research agency. “Their move is more aggressive than other PC makers.”