https://sg.finance.yahoo.com/news/more-trouble-micron-china-unveils-160000815.html
We had stated previously that the semiconductor was facing a permanent slowdown outside China in 2018.
This prediction is materializing very fast because China feels the urgency to ramp up its semiconductor developments now. Many foreign semiconductor manufacturers will lose their China market shares in the future.
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https://www.reuters.com/article/us-huawei-tech-usa-lobbying/us-chipmakers-quietly-lobby-to-ease-huawei-ban-sources-idUSKCN1TH0VA
The US chipmakers are trying to reverse the permanent slowdown in the industry by helping Huawei. However, permanent damage has already been done and China won't rely solely on foreign chipmakers anymore.
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