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The escalation of the trade war with the blacklisting of Huawei by the US will have a disruptive impact on global technology supply chains. In the near term, there will be a degree of pain for a number of global semiconductor players who currently supply Huawei; however, in the long run we believe that a few key Asian manufacturers will benefit as consumer demand changes. In our view, companies that have both limited exposure to Huawei and the potential to see a boost in end demand are likely to outperform; Samsung Electronics is one such firm.
