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The cost is $7.7b to remove Micron's foot print from China which is twice and a bit one market's estimate for removing Huawei kit.

• igravious 3y ago
  Where do you get the Huawei number from?
  • uticus 3y ago
    FCC reimbursement program for replacing Huawei devices is budgeted for ~ $2 billion. https://www.fcc.gov/supplychain/reimbursement https://www.fcc.gov/supplychain/reimbursement