China will have increasing lock downs…
COVID-19 outbreaks in China come on the back of signs that the global supply chain crisis was easing.
Samsung and Micron recently warned that a lockdown in the city of Xi’an could affect chip factory operations.
A partial lockdown in Ningbo has affected operations at the city’s major port.
We should expect that the Covid-Zero policy is going to take a toll in Q1 – especially with the Olympics which will import people who may test negative, but still have the virus.
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