### Comment:
It doesn't matter. If Samsung and SK shift sales to China that will create shortages elsewhere. As long as demand continues to be relatively inelastic Micron will have no problem finding buyers. Like u/MartyMoho said in the post, this is really self-destructive behavior from China.   
  
 The only way this makes sense is if the Chinese believe they will have an easier time acquiring IP from Samsung/SK to develop their domestic foundries.

### REPLY:
Even in your best case they can't dodge the shorter term consequences.

### END.