Try to understand it strategically. If there's a 25% tariff on Chinese components, it makes Japanese, Taiwanese, Korean, developing-economy players more compet

Try to understand it strategically. If there's a 25% tariff on Chinese components, it makes Japanese, Taiwanese, Korean, developing-economy players more competitive. If the tariff is projected to last it will cause a sizable diffusion toward other players. Consider also that tech goods growth is projected to continue and China wants to start fabbing silicon. China doesn't want the brakes pumped on that exponential curve.