One of the interesting questions arising from the US-China trade tensions, with their intense focus on 5G, is how far US vendors will suffer or benefit. We have covered the debit side of the equation several times – the risk that China, on the defensive, will become technologically self-sufficient, reducing the addressable market for US component and systems providers, and even denying them access to key innovations. On the other side, will the ‘America-first’ mood of the current administration encourage US service providers to buy from home vendors to a greater extent than before? As far as the national MNOs are concerned, there is unlikely to be a big change. They have been prevented from working with Huawei and ZTE…