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It may show on VGC, but then be corrected later. This has happened before iirc. Tier2 wind down is an issue with this being a reality. China is likely 30-60k, sell in @ 100k is still decent, but sell through is what matters in the end, and as we saw JP go from 23k to 3k to 1k, we will see China @ 1k or so in no time.