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Episode 6: Semiconductor Industry Earnings Review

The Circuit

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What's Going to Happen With Honor in China?

There's still a lot of risk in that sector, except for Apple. And there's another thing that's important that's happening in China right now is honor,. That was the handset brand from Huawei that Huawei's to a private company has gained a lot of share in China. Now honor is starting to come back in the sort of the mid-range. They're taking that share from somebody, but it's not Apple.

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