https://www.bloomberg.com/opinion/ar...s-chip-dispute
No doubt US banning Huawei has something to do with it. MediaTek (Taiwan) now in front of Foxconn (USA Apple).
Its was a little silly to think that Foxconn would get all of the residual business. Should the USA ban MediaTek? Amazon Fire tablets tend to use MediaTek chips, so it might anger Bezos.
MediaTek worth about $40 Billion. Pretty much entirely by melting sand and selling silicon chips at $10 to $20 apiece.