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The Trump administration’s tariff policies are becoming a potential threat to Nordic RAN suppliers Ericsson and Nokia. Although the two companies remained cautious about the impact of tariffs during their earnings conference calls, analysts pointed out that tariffs could lead to a setback in their second quarter profits due to rising costs of components from … Continued
Yu Tian
According to Jeff Heynen, Vice President of Dell’Oro Group, although the current tariff policy has caused many confusions, fiber broadband operators and their equipment suppliers may not need to worry excessively. Heynen pointed out in his blog that the most common fiber optic components such as PON optical line terminals (OLT), optical network terminals (ONT), … Continued
Las Vegas Google CLOUD NEXT Live – Despite concerns about rising costs caused by tariff policies, business decision-makers say that the astonishing return on investment (ROI) brought by AI still makes it difficult to resist. At the media roundtable meeting, when directly asked whether tariffs and economic uncertainty would change its AI strategy, Verizon、 Executives … Continued
With the implementation of the new round of tariff policies by the Trump administration, market analysis agencies are intensifying their evaluation of their impact on various sub sectors. Although the specific implementation details and exemption clauses for key components such as semiconductors are not yet clear, the industry impact has begun to emerge. New Street … Continued
After a four-year evaluation by the Biden administration, the United States will increase import tariffs on Chinese solar silicon wafers, polycrystalline silicon, and some tungsten products starting next year.Bloomberg reported on Thursday (December 12) that according to a statement from the Office of the United States Trade Representative, the tariff rates on silicon wafers and … Continued