Wendy Liu of Nomura says her research shows that the global technology supply chain is vulnerable to a U.S.-China trade dispute, but companies in South Korea or Taiwan could step in to fill the gap.
Watch the full video at https://www.cnbc.com/video/2018/06/19/the-impact-of-the-us-china-trade-spat-on-tech-supply-chains.html
SOURCE: CNBC
tags:
US china tariffs
