Huawei and ZTE Secure 5G Agreements in Vietnam Following US Tariffs Amid Improved China Relations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 28 2025
0mins
Source: Reuters
Vietnam's Shift Towards Chinese Technology: Vietnam has increasingly embraced Chinese telecom firms Huawei and ZTE for 5G contracts, marking a shift from its previous reluctance to use Chinese technology in sensitive infrastructure amid warming relations with Beijing and souring ties with Washington.
Concerns from Western Officials: The awarding of contracts to Chinese companies has raised alarms among Western officials, who worry about potential risks to national security and the implications for Vietnam's access to advanced technologies from the U.S. and its allies.
Economic Integration with China: Vietnam's new contracts with Chinese firms could lead to deeper economic integration with China, as the country prioritizes its own economic needs over Western pressures, despite previous hesitations regarding Chinese technology.
Challenges for Western Suppliers: Western telecom suppliers like Ericsson and Nokia face challenges in working alongside Chinese firms in Vietnam, as concerns about data security and trust in networks persist, complicating the landscape for future collaborations.
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Analyst Views on QCOM
Wall Street analysts forecast QCOM stock price to rise
16 Analyst Rating
10 Buy
5 Hold
1 Sell
Moderate Buy
Current: 186.480
Low
165.00
Averages
197.14
High
225.00
Current: 186.480
Low
165.00
Averages
197.14
High
225.00
About QCOM
Qualcomm Incorporated is engaged in the development and commercialization of foundational technologies for the wireless industry, including third generation (3G), fourth generation (4G) and fifth generation (5G) wireless connectivity, and high-performance and low-power computing, including on-device artificial intelligence. Its segments include Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL) and Qualcomm Strategic Initiatives. QCT develops and supplies integrated circuits and system software based on 3G/4G/5G and other technologies, including radio frequency front-end, digital cockpit and advanced driver assistance and automated driving, Internet of things including consumer electronic devices, industrial devices and edge networking products. QTL grants licenses or otherwise provides rights to use portions of its intellectual property portfolio that includes certain patent rights essential to and/or useful in the manufacture and sale of certain wireless products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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