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A thousand thanks for this, Dylan! Great work and a timely warning.

I have forwarded it to my subscribers (companies doing business with China) and will add this background: Though YMTC (a Tsinghua Unigroup spinoff) is headquartered in Wuhan, it continued operating normally during that city's lockdown, thanks to coordination of things like special HSR carriages for YMTC engineers, sanitized offices, and 24x7 individual medial monitoring.

The results, as you observe, are now about to permanently alter the NAND landscape...

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