[sgbuffett]

Just to be clear Chinese govt announce use of only local IT equipment last year for govt and govt link entities. The budget for this year's IT replacement and upgrading just kick in generating  close to $50B in orders for local players.

This again is trade war and cold war mentality but taking place on the China side using security as a pretext. Again its another one of those tit for tat as these computers still run loads of American software lioe Windows 11 so does it matter where the IT hardware come from?

Anyway a whole group of IT equipment makers in China gained from this decision. Lenovo being the biggest winner by far given its size.