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Has anyone discussed what long-term effects the ZTE shutdown will have on the US equipment makers?
An increase in chip supply from China will have a negative effect on sales by other chip makers, which in turn means less equipment spending by them. The question then is who will be the winners and losers on the equipment side. If China buys mostly from American firms, then it will be mildly net positive. But if they focus on Europe and Japan, then it could be negative for US firms.
This is all at least 5 years away...but I am wondering if it is on anyone's radar.
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