China's CXMT (https://www.marketwatch.com/story/micron-and-other-chip-stocks-fall-as-china-steals-the-spotlight-cff9d73c?mod=mw_rss_topstories) and the semiconductor complex immediately repriced downward — but the real signal isn't market share loss, it's capex ROI collapse. When a new entrant can undercut incumbents that badly on day one, it means the incumbent capex cycle is obsolete before it's done paying for itself.

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