Trumpís tariff on extra 300 billions exports to USA from China at 15% | RMBS Message Board Posts

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Msg  786713 of 787397  at  8/24/2019 8:36:44 PM  by

ThinkandGrowRich


Trumpís tariff on extra 300 billions exports to USA from China at 15%

https://www.fool.com/investing/2019/06/16/more-trouble-for-micron-china-unveils-its-first-do.aspx

Micron did 57% of its sales in China in 2018
Micron is down 21% YOY Q2 2019
Sure Micron is asking Rambus for stepdowns - I am guessing they are

Rambus CEO said Macro could slow buffer chips growth


https://www.theregister.co.uk/2019/07/25/sk_hynix_to_cut_dram_production_investment_as_profit_declines_89/
Hynix sales are way down and they are cutting dram production
Sure Hynix May ask Rambus for indefinite extensions of their stepdowns

Samsung is doing horrible in China also from 20% of smartphones in 2015 down to 2%

Outlook- horrendous



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