The Trump Administration’s tariff policy will require all goods imported into the United States to carry a 10% baseline rate. For some countries, such as China and Vietnam, tariff rates will be as high as 145%. The telecom industry relies on established supply chains to maintain the status quo costs of network equipment and components. Notably, 5G Radio Access Network (RAN) equipment will cost more to manufacture, which will typically be absorbed by end users at higher selling prices. To manage this economic instability, telco infrastructure vendors and mobile operators must shake up their supply chain playbook and technological focus.
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