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US-China conflict over Huawei clouds 5G outlook

Monday, June 15, 2020

Significance

China's Huawei is bearing the brunt of these tensions.

Impacts

  • US restrictions against Huawei’s access to semiconductor chips will impede the firm’s ability to roll out 5G.
  • US trade restrictions against China may be maintained even if Democrats win the November election.
  • China’s key technology markets will be emerging economies, especially with authoritarian governments.

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