bearish
Tech Supply Chain Tracker (01-Jan-2025): Trump could bring back Huawei sanctions 2.0
SUMMARY
- Potential Huawei sanctions under a reelected Trump administration could spell trouble for Chinese tech companies.
- Luxshare's acquisition of nine Wingtech ODM subsidiaries indicates a consolidation trend in the tech manufacturing industry.
- The 2025 semiconductor boom is expected to be fueled by AI technology, but could face volatility due to Trump-era policies.
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