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Cypress looks like an early-stage Lithium Americas. Projects can be plagued with hostile locals or rare plants. Cypress does not suffer from these, unlike some lithium companies.

T.J. Rogers, former CEO of Cypress Semiconductor, joins 'Squawk on the Street' to discuss his overall sense of the deterioration of the relationship between the U.S. and China, how Apple can get its manufacturing out of China, and more.