I think this is no longer the case, goras view the chongs as an existential threat - they want less of them in the supply chain. Vietnam's export 'success' was dependent on chongs rerouting their goods and the both the burgerboys (irrespective of whoever they elect as the Prez) and the Europoids have indicated that even 'rerouting' would not cut it anymore. The orange man is merely saying this quiet part out loud.
Tiny vietnam cannot absorb a significant portion of the value chain for obvious reasons. If indo baboons could do it they would have done so long ago - their economy would not be struggling otherwise. Malay cannot compete in costs, Thailand is rapidly aging (a significant portion of their existing manufacturing/agri set-ups are handled by Lao and Cambodian illegals already because, again, an aging society) - neither can do it in scale.
Leaves the field open for us. Ergo, the Foxconns and the Hong Fu's will continue to come knocking on the doors.
Doubt that, the "existential threat" hysteria and sanctions are reserved for Russia, where the Europoids are literally shaking over a burnt-out ex superpower than can't even take Ukraine
Meanwhile it's Dhandha as Usual with Chongs, the current Burgerican drama is also Trump only, tomorrow he catches a bullet and Vance will do open dalali for Chongs.
Basically the whole mindset among the Globohomo is still that they can make a G2 deal with the Chong, which is why their media is dickriding them via the "US can't defeat China" articles, as they sniff their blow they hallucinate about a "great reset" after 2029 with the Chongs, where everything goes back to the good old days of Obama years.
What you say is possible because the suit-boots should rightly be shit scared of some more uncertainties, and risks, Donald the Orange is only one in a list of clusterfucks this decade starting with the Wuhan Virus, then the Rus-Ukr war, then Israel-Hamas war etc
So if say you were Apple, investmaxxing in India is what you'll do, it's what they are doing, whether other suit-boots have the braincells for this remains to be seen.
The Vietnam method is a pretty obvious scam as you have said, either it's open rerouting of their maal, or just shallow

giri of Chink maal delivered to North Vietnam via rail, road and port, so it's not an actual diversification of production, in-case shit hits the fan like Taiwan or anything else, your manufacturing is fucked because all the parts come from Chyna.
Let's hope the Western suit-boots are given braincells and intelligence by God, and they don't live in the delululu world of "Once Donnie goes away, everything will go back to normal in 2029" like it currently seems to be.
Initiative literally is with Chongs, they are doubling down on the trade war, stopped Boeing orders, stopped importing US beef and soybeans, meanwhile Dolund is flip flopping and backtracking on his tariffs drama as i type this, being a literal bitch in the eyes of the world
Tomorrow they grab Taiwan by the p*ssy and the American cuck will just stand there and say mean words and put out rap on the knuckle sanctions, this is Dolund or no Dolund