The tariff war between the U.S. and China is spilling over into the technology sector. Semiconductors form part of the latest round of duties applied by the Trump administration while IT network equipment may join the next. Our deep dive into the sector indicates Chinese exports of network gear worth $23 billion may be targeted with the impact potentially weighing on buyers including Facebook, Amazon’s Web Services and Google among others. There has been an increasing demand from IT network buyers for supplies from China by manufacturers including Quanta, Foxconn and Mingshuo. While t...