https://www.ft.com/content/bdd2a70f-ecd2-4aff-b6c7-c0624bfdeebb
What ar peoples thoughts on this chip makers cant sell generics to Huawei if they use American tooling (pretty much all) mediatek hit hard. Do you think it will all rebound or stay depressed for a while?
Cheeky dip to buy some chip makers or a messy market to be avoided for us less informed retail folks?