Table of Contents 1.The Latest Developments in the Sino-US Trade War 2.The Impact on the Communications Industry 2.1 Telecom Products on the US$ 325 Billion List 2.2 The Impact by Category 2.2.1 851711 2.2.2 851712 2.2.3 851718 2.2.4 851770 3. The Impact on Smartphones 3.1 The Impact on OEMs 3.2 The Impact on Semiconductors 3.2.1 IC Designers 3.2.2 IC Manufacturers 3.2.3 IC Packaging and Testing 3. Industry Countermeasures 3.1 Setting up Factories Directly in the US 3.2 Exporting through Hong Kong 3.3 Returning to Taiwan 8 3.4 Looking to Southeast Asia 4. MIC Perspective Appendix Glossary of Terms List of Companies List of Tables Table 1. US Telecom Sector Imports from China in 2018 Table 2. Products and Manufacturing Bases of Taiwan’s Major Telecom Equipment Providers

The latest developments in the US-China Trade war The impact on the communications industry by category The impact on smartphones, including OEMs and semiconductors such as fabless IC designers, foundries, and IC packaging and testing service providers Four major industry countermeasures towards the trade war

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