There is interesting news about Xilinx specifically: they are no longer allowed to sell the Huawei, so their stock declined recently. The consequence is that H

There is interesting news about Xilinx specifically: they are no longer allowed to sell the Huawei, so their stock declined recently. The consequence is that Huawei needs to switch to home-grown ASICs, and I'm sure the pressure is on for a high-end home-grown FPGA vendor. So this is just one company, but I'm wondering if tariffs in general are a part of this decline. https://epsnews.com/2019/10/28/xilinx-cuts-huawei-from-future-forecasts/ https://epsnews.com/2019/10/28/xilinx-cuts-huawei-from-futur... https://www.nytimes.com/2020/01/20/business/economy/trump-us-china-deal-micron-trade-war.html https://www.nytimes.com/2020/01/20/business/economy/trump-us...