GBA Presents: House of Gummy-!

I'll speak for Nancy. She thinks US based operations have a clear edge if Trump wins. I have to look up the name but the HF was talking about Foundry systems? & Micron (or was it Broadcom) and Intel.
 
Historically, Broadcom has strategically leveraged the Chinese market through one of the largest technology acquisitions when China's State Administration for Market Regulation (SAMR) approved its takeover of VMware, a deal valued at $61 billion in 2023
 
Micron's revenue with businesses based in mainland China and Hong Kong, including direct sales as well as indirect sales through distributors, accounts for about a quarter of Micron's global revenue and remains the principal exposure, the company said
 
Hummmmmmmm.

Intel has much greater exposure to China than AMD, Bernstein analyst Stacy Rasgon said in a client note. In 2023, Intel got about 27% of its sales, totaling about $15 billion, from China
 
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