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.