The Boise, Idaho-based company makes semiconductor products, including random access memory and flash drives.
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Suppliers to the telecom giant are already signaling problems, but other 5G network equipment vendors may get a boost.
Originally due in mid-2019, the Mate X will come out in September.
"The bilateral trade talks were on thin ice and this could derail them entirely,” said Scott Kennedy, a China expert at the Center for Strategic and International Studies.
The special Sino Saturday edition of CEO Daily.