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Thursday, January 24, 2019

Qualcomm has lost Huawei as a customer.

https://sg.finance.yahoo.com/news/huawei-announces-5g-smartphone-based-062312583.html

Huawei will be using its self-developed chips instead of using Qualcomm's.  Huawei is also slowly replacing Intel chips with its own.

The slowdown in the western semiconductor industry will be real and permanent.

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