Supply Chain Research

The U.S. Justice Department is reportedly investigating electronics manufacturer Huawei on intellectual property theft grounds. A finding against the firm could restrict Huawei’s operations in the U.S. So far these have been minimal. The firm’s U.S. seaborne imports to the U.S. have been concentrated on the supply of telecoms equipment to its local research and development subsidiary. A 142% surge in seaborne imports to the U.S. in 4Q to reach a record high would suggest the company may already anticipating problems.