While the Huawei Ban is Hurting Broadcom and Micron—it May Help Qualcomm and Ericcson

When the U.S. decided to ban Huawei, it was intended as a backhanded slap over claimed security risks, as Fortune has previous reported. But after striking the face of the Chinese telecommunications giant, the impact kept traveling and has hit multiple U.S. firms right in the earnings. The ban–actually, the addition of the company to […]

Trump’s Huawei Ban: A Bane for Apple?

Greetings from Hong Kong. Clay Chandler, filling in for Alan, with CEO Daily’s weekly Sino-Saturday edition. When the Trump administration slapped punitive tariffs on Chinese imports last July, Apple was the only major American tech firm granted an exemption. Because US consumers are so addicted to their iPhones, and because so many Chinese workers are […]