Report
Frederic Yoboue

Semiconductors: Mid- to long-term impacts from the US restrictions on Huawei have to be mitigated

Semiconductors
Mid- to long-term impacts from the US restrictions on Huawei have to be mitigated

What we know so far from the US restrictions?
Huawei’s smartphones will struggle to exist outside of China
Huawei has an important semiconductor share of wallet
Provider
Bryan Garnier
Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

Analysts
Frederic Yoboue

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