There's been some discussion recently about Huawei specifically and the wisdom of using their products in America and its allies. How much is that a genuine concern about security and the possibility of if you buy somebody's chips actually, you're giving them access to your most sensitive equipment and communications networks? And how much is it just a commercial choice, just saying we don't want you to develop an independent microprocessor industry"? Well, I think the question of Huawei's telecom gear should be examined somewhat separately from the question of chip production because they are different technologies. But I think in both of them, you see strategic concerns by far outweighing economic concerns. It's economically costly for countries to turn down Chinese

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