Micron's $600 Million Investment in a Test and Packaging Facility in China

Micron is in a tough spot because they don't want to give up the huge China market. Yet we've got this whole drive in the US to decouple. So I think that there will be diversification. We're seeing it happen. But if you look at what we saw announced just today, Micron is putting $600 million into a test and packaging facility in China.