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China's Heat for HP, Dell, Microsoft and Amazon

Nikkei reports that HP, Dell, Microsoft and Amazon are all planning to move significant amounts of their device production out of China (Fortune newsletter). You can see it - these companies make most of their items in China. This implies that if the trade war hits harder between U.S. and China, U.S. consumers will not be left unaffected.

Global consumer electronics makers HP, Dell, Microsoft and Amazon are all looking to shift substantial production capacity out of China, joining a growing exodus that threatens to undermine the country's position as the world's powerhouse for tech gadgets.

HP and Dell, the world's No. 1 and No. 3 personal computer makers who together command around 40% of the global market, are planning to reallocate up to 30% of their notebook production out of China, several sources told the Nikkei Asian Review.