https://sg.finance.yahoo.com/news/stmicro-upholds-bullish-2018-growth-target-strong-automotive-064828277--finance.html
This global semiconductor slowdown is permanent as China switches to home-made chips. This switch is caused by US refusal to sell chips to ZTE.
This slowdown for foreign semiconductor manufacturer will be permanent as China ramps up its home-made chips for its own devices. Thereafter, China will export China chips to the world at cheaper prices.
A good example will be Huawei Kirin chips. Huawei has learnt from the ZTE lesson and ramped up its own development of Kirin chips. The Kirin 980 is the latest AI chips and will be production ready soon. Huawei will start to export its Kirin chips after it can satisfy its own demands.
Other China titans like Xiaomi, Oppo, Lenovo, etc will also try to develop or ramp up their own chips so that they won't encounter the ZTE situation ever again. In short, the US has propelled China to develop its own semiconductor industry.
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https://sg.news.yahoo.com/south-koreas-sk-hynix-posts-record-third-quarter-001236616--finance.html
Another semicon manufacturer warns of semicon slowdown.
https://finance.yahoo.com/news/chinese-chipmakers-ambitions-hit-hurdle-030020368.html
China chips maker called for China chips production!
https://finance.yahoo.com/news/chip-stock-carnage-seeps-asia-040525388.html
The chipmaking sector is down again and this is happening before China ramps up its local chips for global sales.
I wonder what will happen to these foreign chipmakers when China has developed enough capacity for global sales.
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