Comments by "David Wong" (@davidwong5197) on "Why China is blacklisting US chipmaker Micron for some domestic purchases | DW News" video.

Broski Snowski DRAM is ancient technology, at least 40 years old.. You don't need to steal IP for shoe and you don't need it for DRAM
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@chenghonggoh4746 Not if you lost half your business. Billions of dollar gone.
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@diamondlion47 Actually I think they might not recovered. Their balance sheet is good witha low debt. Before trade war, China is 56% of Micron sales with Huawei 30% by themselves. Overal China consumes more than 50% of semiconductor. I don't see how it can revovered with half. the market unaccessible. Their gross marging is already 24% vs 60% before.
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