### Comment:
Agreed but why is LRCX going up, to OPs original question.  My assumption is they don’t manufacture nor sell much in China but I can’t find data.

### REPLY:
China and Taiwan are around 15% and 12.5%, respectively, of LRCX's revenues. 
  
 China and Taiwan are around 18% and 23%, respectively of AMAT's revenues.

### END.