It will be very interesting to see if the markets reflect the potential loss of significant revenue from China for these big tech companies and the potential impact of having to move their supply chains too.
TSMC won't fab Huawei chips? Why would China let Foxconn produce iPhones in Shenzhen?
Let's hope it happens. If anything can change this pathological US-China relation, it's something like this.
China is a totalitarian regime quickly turning the entire world, not just the US, into its enemy. The relationship is whatever China makes it to be.