The US-China frozen relations, whose equipment producers accounted for about 23% of
world demand in 2018, have created big headwinds for US semiconductor companies.
A reporter at the 2019 Annual Report Press Conference asked how U.S. sanctions on Huawei could impact the U.S. Rotating Chairman Eric Xu referred him to a report commissioned by the U.S. Semiconductor Industry Association. Here are the key findings of that report.— Kevin Liu (@PacdWeu) March 31, 2020
Souce BCG
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