I am confident it will be their last big payday for the Cartel the Chinese certainly will design around it and move on and probably will go onto dominate the worldwide market after 2028. Afterwards Micron like Intel will go around begging for support. Using future buying IOUs to set prices, it’s going to bite them in the ass.

China will eventually do similar things if they're allowed to become a unitary supplier, but while they're establishing their foothold obviously they can't.